Integrated Planning & Performance Management Research Questions

Global organizations (GOs) have made significant investments in financial and operational planning and performance management (P&PM) processes and technologies. Despite these investments, many have difficulty establishing mature P&PM processes that enable GOs to effectively:

· Optimize costs, profits and value

· Remove barriers that undermine strategy execution

· Manage complexity through financial and operational integration

The problem is that critical flaws often remain in legacy financial and operational P&PM processes and solutions. This research study will help GOs to appreciate these flaws and how they impact the performance of their organizations, as well as others.

Question Title

1. In which sector does your company operate? Please use the following to categorize your answer. (Required.)

1. Manufacturing

2. Mining

3. Oil & Gas

4. Insurance

5. Banking

6. Health Care

7. Transportation

8. Non Profit

9. Government

10. Other

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2. In which industry does your company operate? Please use the following to categorize your answer. (Required.)

1. Food and Packaged Goods

2. Consumer Goods

3. Chemicals

4. Metals: Steel, aluminium, etc.

5. Automotive

6. Aerospace

7. Medical devices

8. Pharmaceuticals

9. Industrial Goods

10. Home building products

11. High Tech

12. Other

13. Not Manufacturing

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3. How would you categorize the revenue of your company? Please use the following to categorize your answer

1. Less than $500 million

2. $500 million to $1 Billion.

3. $1 to $2 Billion.

4. $2 to $5 Billion

5. $5 to $10 Billion

6. More than $10 billion

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4. How many employees do you have? Please use the following to categorize your answer. (Required.)

1. Less than 500

2. 500 to 1,000.

3. 1,000 to 2,000

4. 2,000 to 5,000

5. 5,000 to 10,000

6. More than 10,000

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5. Provided below are characteristics that are indicative of complex companies. In light of these characteristics, how would you categorize the complexity of your company? Please use the following to categorize your response?
· Many legal entities and / or business units
· Entities and business units share common resources
· Operates supply chains across entities and business units
· Has many products and services
· Has many suppliers and raw materials
· Has many customers and segments
· Have products that greater variability in lead time and quality
· Have products that have variability in demand volume and mix
· Have products that introduce complexity: eg. shelf life, warranty, spare parts
· Have customers that introduce complexity: eg. unique needs, higher service levels
· Experiences rapid change to products, customers, processes
· Have products and customers that consume resources differently
· Many geographies (Required.)

1. Low: these factors do not apply

2. Minimal: some of these factors are beginning to apply.

3. Moderate: many of the complexity factors apply

4. High: more than half of these factors apply

5. Very High: most of these factors apply

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6. Given your plans, assumptions and expectations, is your company likely to get more or less complex over the coming two to three years? Please use the categories below? (Required.)

1. Much less

2. Less

3. No change

4. More

5. Much more

Question Title

7. To what extent would you agree with this statement: our organization has maximized the benefits and value of the following management methods and tools. Please use N/A if unsure or not using them. (Required.)

	Significantly Disagree	Disagree	Agree	Significantly Agree	N/A
▪ Financial Planning & analysis (FP&A) solutions	▪ Financial Planning & analysis (FP&A) solutions Significantly Disagree	▪ Financial Planning & analysis (FP&A) solutions Disagree	▪ Financial Planning & analysis (FP&A) solutions Agree	▪ Financial Planning & analysis (FP&A) solutions Significantly Agree	▪ Financial Planning & analysis (FP&A) solutions N/A
▪ Rolling Forecasts	▪ Rolling Forecasts Significantly Disagree	▪ Rolling Forecasts Disagree	▪ Rolling Forecasts Agree	▪ Rolling Forecasts Significantly Agree	▪ Rolling Forecasts N/A
▪ Sales and operations planning (S&OP)	▪ Sales and operations planning (S&OP) Significantly Disagree	▪ Sales and operations planning (S&OP) Disagree	▪ Sales and operations planning (S&OP) Agree	▪ Sales and operations planning (S&OP) Significantly Agree	▪ Sales and operations planning (S&OP) N/A
▪ Integrated business planning (IBP)	▪ Integrated business planning (IBP) Significantly Disagree	▪ Integrated business planning (IBP) Disagree	▪ Integrated business planning (IBP) Agree	▪ Integrated business planning (IBP) Significantly Agree	▪ Integrated business planning (IBP) N/A
▪ Profitability Analytic / Activity-Based Costing	▪ Profitability Analytic / Activity-Based Costing Significantly Disagree	▪ Profitability Analytic / Activity-Based Costing Disagree	▪ Profitability Analytic / Activity-Based Costing Agree	▪ Profitability Analytic / Activity-Based Costing Significantly Agree	▪ Profitability Analytic / Activity-Based Costing N/A
▪ Balanced Scorecard / Performance Management	▪ Balanced Scorecard / Performance Management Significantly Disagree	▪ Balanced Scorecard / Performance Management Disagree	▪ Balanced Scorecard / Performance Management Agree	▪ Balanced Scorecard / Performance Management Significantly Agree	▪ Balanced Scorecard / Performance Management N/A

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8. Which FP&A tool(s) do you use? (Required.)

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9. Which S&OP / IBP tool(s) do you use? (Required.)

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10. How would you categorize the following as priorities for improving planning and performance management capabilities in your organization? Please use the following to categorize your responses, from none to very high priority (Required.)

	None	Low	Moderate	High	Very high
▪ Scenario planning and decision support	▪ Scenario planning and decision support None	▪ Scenario planning and decision support Low	▪ Scenario planning and decision support Moderate	▪ Scenario planning and decision support High	▪ Scenario planning and decision support Very high
▪ Cost and profitability forecasting & management	▪ Cost and profitability forecasting & management None	▪ Cost and profitability forecasting & management Low	▪ Cost and profitability forecasting & management Moderate	▪ Cost and profitability forecasting & management High	▪ Cost and profitability forecasting & management Very high
▪ Direct cash flow & working capital forecasting	▪ Direct cash flow & working capital forecasting None	▪ Direct cash flow & working capital forecasting Low	▪ Direct cash flow & working capital forecasting Moderate	▪ Direct cash flow & working capital forecasting High	▪ Direct cash flow & working capital forecasting Very high
▪ Forward visibility into risks and opportunities	▪ Forward visibility into risks and opportunities None	▪ Forward visibility into risks and opportunities Low	▪ Forward visibility into risks and opportunities Moderate	▪ Forward visibility into risks and opportunities High	▪ Forward visibility into risks and opportunities Very high
▪ Eliminate silos / enable cross functional alignment	▪ Eliminate silos / enable cross functional alignment None	▪ Eliminate silos / enable cross functional alignment Low	▪ Eliminate silos / enable cross functional alignment Moderate	▪ Eliminate silos / enable cross functional alignment High	▪ Eliminate silos / enable cross functional alignment Very high
▪ Financial and operational integration & transparency	▪ Financial and operational integration & transparency None	▪ Financial and operational integration & transparency Low	▪ Financial and operational integration & transparency Moderate	▪ Financial and operational integration & transparency High	▪ Financial and operational integration & transparency Very high
▪ Reduce finance / P&PM costs	▪ Reduce finance / P&PM costs None	▪ Reduce finance / P&PM costs Low	▪ Reduce finance / P&PM costs Moderate	▪ Reduce finance / P&PM costs High	▪ Reduce finance / P&PM costs Very high
▪ Faster P&PM processes (eg budgeting)	▪ Faster P&PM processes (eg budgeting) None	▪ Faster P&PM processes (eg budgeting) Low	▪ Faster P&PM processes (eg budgeting) Moderate	▪ Faster P&PM processes (eg budgeting) High	▪ Faster P&PM processes (eg budgeting) Very high
▪ Analytics and data management	▪ Analytics and data management None	▪ Analytics and data management Low	▪ Analytics and data management Moderate	▪ Analytics and data management High	▪ Analytics and data management Very high
▪ Just automating budgeting and reporting	▪ Just automating budgeting and reporting None	▪ Just automating budgeting and reporting Low	▪ Just automating budgeting and reporting Moderate	▪ Just automating budgeting and reporting High	▪ Just automating budgeting and reporting Very high

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11. Would you categorize the following business characteristics as strengths or weaknesses of your company? Please use the following to categorize your responses, from significant weakness to significant strength. (Required.)

	Significant Weakness	Some weakness	Neither	Some strength	Significant Strength
▪ Fast and effective responses to change	▪ Fast and effective responses to change Significant Weakness	▪ Fast and effective responses to change Some weakness	▪ Fast and effective responses to change Neither	▪ Fast and effective responses to change Some strength	▪ Fast and effective responses to change Significant Strength
▪ Eliminating functional silos, not just data silos	▪ Eliminating functional silos, not just data silos Significant Weakness	▪ Eliminating functional silos, not just data silos Some weakness	▪ Eliminating functional silos, not just data silos Neither	▪ Eliminating functional silos, not just data silos Some strength	▪ Eliminating functional silos, not just data silos Significant Strength
▪ Maintaining competitive cost structures	▪ Maintaining competitive cost structures Significant Weakness	▪ Maintaining competitive cost structures Some weakness	▪ Maintaining competitive cost structures Neither	▪ Maintaining competitive cost structures Some strength	▪ Maintaining competitive cost structures Significant Strength
▪ Managing customer expectations	▪ Managing customer expectations Significant Weakness	▪ Managing customer expectations Some weakness	▪ Managing customer expectations Neither	▪ Managing customer expectations Some strength	▪ Managing customer expectations Significant Strength
▪ Managing complexity	▪ Managing complexity Significant Weakness	▪ Managing complexity Some weakness	▪ Managing complexity Neither	▪ Managing complexity Some strength	▪ Managing complexity Significant Strength
▪ Developing executable plans	▪ Developing executable plans Significant Weakness	▪ Developing executable plans Some weakness	▪ Developing executable plans Neither	▪ Developing executable plans Some strength	▪ Developing executable plans Significant Strength

Question Title

12. If you like to receive the results of the research, please enter your e-mail address

Thank you for completing the survey. Watch the PM SIG page for the research result. Kind regards, the PM SIG

You can find us here:
IMA SIG Page

Integrated Planning & Performance Management Research Questions

Question Title

* 1. In which sector does your company operate? Please use the following to categorize your answer. (Required.)

Question Title

* 2. In which industry does your company operate? Please use the following to categorize your answer. (Required.)

Question Title

* 3. How would you categorize the revenue of your company? Please use the following to categorize your answer

Question Title

* 4. How many employees do you have? Please use the following to categorize your answer. (Required.)

Question Title

Question Title

* 6. Given your plans, assumptions and expectations, is your company likely to get more or less complex over the coming two to three years? Please use the categories below? (Required.)

Question Title

* 7. To what extent would you agree with this statement: our organization has maximized the benefits and value of the following management methods and tools. Please use N/A if unsure or not using them. (Required.)

Question Title

* 8. Which FP&A tool(s) do you use? (Required.)

Question Title

* 9. Which S&OP / IBP tool(s) do you use? (Required.)

Question Title

* 10. How would you categorize the following as priorities for improving planning and performance management capabilities in your organization? Please use the following to categorize your responses, from none to very high priority (Required.)

Question Title

* 11. Would you categorize the following business characteristics as strengths or weaknesses of your company? Please use the following to categorize your responses, from significant weakness to significant strength. (Required.)

Question Title

* 12. If you like to receive the results of the research, please enter your e-mail address

1. In which sector does your company operate? Please use the following to categorize your answer. (Required.)

2. In which industry does your company operate? Please use the following to categorize your answer. (Required.)

3. How would you categorize the revenue of your company? Please use the following to categorize your answer

4. How many employees do you have? Please use the following to categorize your answer. (Required.)

6. Given your plans, assumptions and expectations, is your company likely to get more or less complex over the coming two to three years? Please use the categories below? (Required.)

7. To what extent would you agree with this statement: our organization has maximized the benefits and value of the following management methods and tools. Please use N/A if unsure or not using them. (Required.)

8. Which FP&A tool(s) do you use? (Required.)

9. Which S&OP / IBP tool(s) do you use? (Required.)

10. How would you categorize the following as priorities for improving planning and performance management capabilities in your organization? Please use the following to categorize your responses, from none to very high priority (Required.)

11. Would you categorize the following business characteristics as strengths or weaknesses of your company? Please use the following to categorize your responses, from significant weakness to significant strength. (Required.)

12. If you like to receive the results of the research, please enter your e-mail address