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Now that you have decided the level and type of detail in your planning process that works best for you, the next item to consider is the content of your plan: what is the scope?

When we talk about “scope,” we’re referring to the clearly-defined goals and boundaries of the project: what should it accomplish, who does it affect, and how will we accomplish it?

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Founded in 2018, Spaulding Ridge is a top management consulting firm, dedicated to client success and helping organizations implement and adopt best-in-cloud technology to solve their most pressing challenges. We provide the office of the CFO financial clarity to Sales and Operational complexity by integrating financial and sales SaaS Platforms.

We help:
• Finance gain control ” Increasing financial effectiveness, insight and impact
• Sales increase Productivity ” Hitting quota more quickly, consistently and efficiently
• Operations increase Competitiveness ” Through productivity rates, customer service outcomes, and efficiency

Aaron Overfors
Aaron Overfors
Principal Architect, Spaulding Ridge
About the Author

Aaron Overfors is the Principle Architect in Spaulding Ridge’s Anaplan Practice, where he is responsible for crafting and implementing best practices and ensuring a quality solution is delivered to clients. He also contributes to the overall leadership in Sales Performance Management through thought leadership and project leadership.