Sales & Operations Planning 2-Day Course

Sales & Operations Planning Producing Real Business Benefits

KEY BENEFITS OF ATTENDING

In this workshop, you will find out how to:

• GUIDE your company to lower inventories and shorter lead times with higher customer service levels through a better S&OP process
• USE a cross-functional S&OP/IBP process to IMPROVE:
• Customer service, inventory & profits
• Overall company communication on future plans
• Product Portfolio Management Improvement
• Product & Business Rationalisation
• Inventory reduction

WORKSHOP OVERVIEW

This is a workshop for practitioners who need to understand the Sales & Operations Planning (S&OP)/Integrated Business Planning (IBP) methodology and how it relates to associated underpinning operational planning & control processes, as well as the higher-level planning processes.

It explains how those responsible for S&OP can adopt these principles to manage businesses more effectively. S&OP is a structured communication process that provides a practical, proven and highly effective way of strategically linking sales & marketing to supply & operations, finance & budgets, new product development & product rationalisation, and a clear approach to inventory management. To achieve a competitive advantage, customer focused demand plans must be integrated with the supply side of the business, with detailed plans linked to aggregate ones. S&OP is common sense. It’s making it happen that is hard.

The S&OP process outlined in this workshop provides the knowledge to ensure sale, operations, and inventories are aligned and that plans are measured to enable continuous improvement. Delegates will also receive 2 of the most recent books on S&OP, and Roles & Responsibilities associated with the 5 Steps. WHO SHOULD ATTEND? This workshop is suitable for anyone involved in the S&OP process: Production Managers Planning Managers Inventory Managers Purchasing Managers IT Managers Project Team Leaders Finance Managers Forecasting Managers Supply Chain Managers Distribution Managers Government Department Heads

Course Dates & Duration

22 - 23 July 2025

Classes are conducted daily, 9 am to 5 pm Sydney Time, totaling 16 training hours via ZOOM.

Prices

ASCI Member: $1,950
Non Member: $2,350

Programme

DAY 1: UNDERSTANDING THE SALES & OPERATIONS PLANNING PROCESS

• The basic “left to right” S&OP approach
• Development of S&OP
• Linking volume & mix
• A total integrated planning & control methodology
• The 5 Steps explained
• Step 1 – Data gathering & review
• Step 2 – Demand planning
• Step 3 – Operations planning
• Step 4 – Integrated reconciliation
• Step 5 – The executive review
• Our First S&OP meeting!
• Top management role
• Sales & marketing roles
• Simplifying the sales forecasting process
• Manufacturing’s role
• The key role of planning  

DAY 2: IMPLEMENTING S&OP AND KEY PERFORMANCE MEASURES

• Different environments
• Order fulfilment strategies
• Different S&OP displays for MTS, MTO & ATO environments
• S&OP integration with continuous improvement
• Integration with Finance
• The implementation process
• Measure the right things, then what gets measured gets improved
• “Class A” Scoreboard
• Other key measures – Corporate & sales forecast measures
• Implementation Do’s
• 8 Implementation Don’ts
• What happens if you keep doing the same things?
• Senior Management commitment versus involvement
• What is your ambition?
• The 7 Keys of S&OP
• Breakthrough S&OP
• Right to Left S&OP – A new approach?
• Roles & responsibilities