Program Overview

Sales and Operations Planning is a process to develop tactical plans that provide leadership the ability to strategically direct its businesses to achieve competitive advantage on a continuous basis by integrating customer-focused marketing plans for new and existing products.

This process brings together all of the plans for the business (sales, marketing, development, manufacturing, sourcing, and financial) into one integrated set of plans. It is performed at least once a month and is reviewed by management at an aggregate (product family) level.

Reconciliation must happen for supply, demand and new-product plans at the detail and aggregate levels and tie to the business plan. It is a definitive statement of the company’s plans for near to intermediate term. Learning how to properly execute the S&OP is part of this instruction. The process will link the strategic plans with its execution and reviews of the performance measurements for continuous improvement.

The presentation involves improving communication and how to integrate the various departments and respective processes including gathering and analyzing information. In addition, the instruction will identify what is necessary to facilitate high performing S&OP.

Learning Outcome

To ensure that participants understand what is Sales & Operations Planning

To explain the objectives of the process, and the benefits that can be achieved

To describe the 5 phases of the monthly S&OP process, and to ensure that participants can recognize the appropriate people to be involved in each phase

Better understanding of implementing S&OP to align with your company’s strategies

Better understanding of managing your company’s business with an integrated plan that is based on consensus while balancing the service level, cost and inventory requirements

To ensure that top management realise S&OP is their process; they are responsible for making it work for them

To realise that it is the preparation performed by people below the top level that allows the process to work effectively and efficiently

People will be able to see the need to develop the big picture, and allow top management to review it each and every month in a structured process.

How to measure, monitor and improve the S&OP process/results

To prepare people to go back to their companies, ready to implement S&OP

To plan for those implementations to be a success in achieving improved business performance

Program Outline

Module 1: Introduction to Executive S&OP

Module 2: Inputs to Executive S&OP

Module 3: The Monthly Executive S&OP Meeting

Module 4: Where does Executive S&OP fit?

Module 5: Understanding Demand and Inventory Planning

Module 6 : Review of Supply Chain Metrics and the S&OP Score-card

Course Summary – Developing your Action Plan

Who Should Attend:

1. General Managers, Directors

2. Senior Managers and Professionals who are in:

3. Supply Chain/Planning/ Procurement/Inventory

4. Operations/ Manufacturing Plants

5. Sales and Marketing Executives

6. Finance Managers

7. Demand Management Professionals

Methodology

This stimulating program will maximize understanding and learning through Interactive Lectures, Course notes, Videos, Learning Assessment after each Module