Enterprise planning · Models + scenarios + collaboration

Workday Adaptive Planning from business drivers to continuous decisions

Build connected financial, workforce and operational plans, test scenarios and turn business drivers into governed forecasts and confident decisions.

A practical planning pathway for FP&A professionals, finance analysts, workforce planners, model builders and consultants moving beyond spreadsheet-bound planning.

Explore curriculum →
Model designBudgetsForecastsScenariosWorkforce plansDashboards
Direct answer

Build capability from business question to operating evidence.

Build connected financial, workforce and operational plans, test scenarios and turn business drivers into governed forecasts and confident decisions. The program connects platform knowledge to requirements, configuration or design, validation, governance and workplace communication.

01

Discover

Clarify outcomes, users, process, data and risk.

02

Design

Select structures, controls and platform patterns.

03

Validate

Test behaviour, access, data and business evidence.

04

Operate

Support adoption, monitoring and improvement.

Graduate capabilities

Leave with skills you can show and defend.

01

Design models

Translate business processes into accounts, dimensions, levels, versions, time structures and assumptions.

02

Plan continuously

Build budgets and rolling forecasts with drivers, allocations, scenarios and workflow.

03

Connect teams

Align finance, HR and operations through shared definitions, submissions, approvals and commentary.

04

Explain variance

Create reports and dashboards that connect actuals, plans, forecasts and corrective decisions.

Curriculum

Twelve connected modules. One workplace story.

Every module produces reviewable evidence that feeds the final capstone and portfolio case.

01Planning, FP&A and Adaptive foundationsContinuous planning · roles · lifecycle

Understand planning cycles, FP&A responsibilities, tenant concepts and the relationship among financial, workforce and operational plans.

Lab evidence · Planning process and stakeholder map
02Model architectureAccounts · dimensions · levels · time · versions

Turn business grain and planning questions into a maintainable model architecture.

Lab evidence · Model blueprint and design rationale
03Data integration and governanceActuals · mappings · loads · reconciliation

Plan source connections, mappings, refresh, validation and ownership across ERP, HCM and operational data.

Lab evidence · Data integration and reconciliation plan
04Assumptions and driver-based planningRates · volumes · seasonality · dependencies

Create assumptions and drivers that explain outcomes and support controlled what-if analysis.

Lab evidence · Driver library and sensitivity test
05Budgeting and workflowTemplates · submissions · approvals · commentary

Design bottom-up and top-down budgeting, contributor sheets, workflow, approvals and auditability.

Lab evidence · Department budget workflow
06Forecasting and versionsRolling forecast · scenarios · snapshots · reforecast

Build forecasts, manage versions and compare alternative assumptions without losing governance.

Lab evidence · Rolling forecast and version strategy
07Financial statements and cashP&L · balance sheet · cash flow · linkage

Connect integrated statements and understand the dependencies that make planning outputs financially coherent.

Lab evidence · Three-statement planning blueprint
08Workforce planningHeadcount · compensation · hiring · attrition

Model positions, workforce costs, hiring, transfers, attrition and skills or capacity assumptions.

Lab evidence · Workforce and cost plan
09Operational planningSales · demand · projects · capacity

Link operational drivers to financial outcomes and align local inputs with enterprise plans.

Lab evidence · Operational driver model
10Reports, dashboards and Office ConnectVariance · KPIs · board reporting · Excel

Build self-service reports, visual dashboards and Office Connect outputs with drillable, controlled definitions.

Lab evidence · Management reporting pack
11Security, testing and model performanceAccess · audit · reconciliation · optimisation

Apply role-based access, validate calculations, test edge cases and improve model usability and performance.

Lab evidence · Model QA and governance pack
12Capstone and planning reviewScenario · recommendation · portfolio

Present an integrated plan, defend assumptions and recommend actions using scenario and variance evidence.

Lab evidence · Executive planning review and portfolio case
Applied capstone

Build and defend GlobalTech Integrated Business Plan.

Flagship project

GlobalTech Integrated Business Plan

Build a connected revenue, expense, workforce and cash plan; compare base, growth and downside scenarios; then defend a recommendation with variance and risk evidence.

  • Requirements and business outcome
  • Platform design and decision log
  • Security and governance evidence
  • Test, reconciliation and quality results
  • Release, adoption and support plan
01 · DISCOVER

Frame

Users, process, outcome, data and constraints.

02 · DESIGN

Build

Structures, logic, controls and experience.

03 · VALIDATE

Prove

Scenarios, access, quality and reconciliation.

04 · REVIEW

Defend

Trade-offs, readiness and improvement plan.

Assessment

Completion is based on observable evidence.

Design quality

The solution fits the business scenario, platform boundaries and operating model.

Control and trust

Access, approvals, privacy and exception handling are explicit and tested.

Evidence quality

Outputs reconcile to expectations and defects or uncertainty are explained.

Consulting communication

Decisions, trade-offs and recommendations are clear to business and technical reviewers.

The Digital Edify completion certificate is an institute credential. It is not a Workday-issued certification, university degree or government qualification.

Career pathways

Prepare for a connected role family.

Adaptive Planning AnalystFP&A Systems AnalystJunior Adaptive ConsultantWorkforce Planning AnalystEPM AnalystPlanning Model Builder

Titles and requirements vary by employer. Completion does not guarantee certification eligibility, employment, interviews, placement, title or salary.

Curriculum currency

Reviewed against official Workday product direction.

The curriculum was reviewed on 1 September 2026. Product availability, names and functionality depend on customer licensing, geography, tenant configuration and release status. Announced future capabilities are not treated as guaranteed generally available functionality.

FAQ

Straight answers before you enrol.

Do I need prior Workday experience?

No. The program begins with foundations and progresses into applied platform work. Relevant domain experience is useful but not mandatory.

Will I receive tenant access?

Hands-on work requires an authorised training environment. The exact environment, enabled functionality, roles and availability are confirmed during enrolment.

Does this guarantee an official Workday certification?

No. Official certification access and eligibility are controlled by Workday and participating ecosystem organisations. Digital Edify does not promise a certification attempt.

Will I build a portfolio?

Yes. Each module contributes evidence to a complete capstone case covering requirements, design, controls, validation and operating readiness.

Does career support guarantee a job?

No. Career support may include portfolio, resume and interview preparation, but employment or placement outcomes cannot be guaranteed.

Build credible Workday capability

Connect platform skills to business outcomes.

Speak with an advisor about your background, hands-on environment and current classroom or live-online options.