APICS Principles of Sales & Operation Planning (S&OP)

Introduction

In today’s complex marketplace, effective planning and performance metrics are critical for success. A successful S&OP process integrates financial, marketing and operational planning to create overarching strategic plans for the business. APICS provides forward looking programs that will prepare you to collaboratively participate in the S&OP process.

The APICS Principles of S&OP seminar provides managers and planners a comprehensive review of the principles and functions of S&OP. Attendees will participate in exercises and discussions on the elements of data collection, demand and supply planning, and conducting the pre- and executive S&OP meetings. The presenter will lead attendees through sales and marketing planning, resource requirements planning, distribution planning and more.

  • Identify the necessary inputs needed for and the outputs from the S&OP process
  • Calculate the data elements for the S&OP process
  • Utilise the S&OP planning grid
  • Translate what you have learned from the S&OP process into production & inventory
    plans
  • Understand the impact that S&OP output has on the distribution plan
  • Business heads for Operations
  • Purchase or Procurement Managers
  • Forecasting Manager
  • Master Planners and Schedulers
  • Demand Managers
  • Supply Chain Management Consultants
  • Sales/Marketing Managers
  • Finance Managers and Heads
  • Business Heads/Managers from Human Resources
  • Business Heads/Managers from Information Technology

Pre-Lunch Session
Sales and Operations Planning (S&OP)

  • Define sales and operations planning (S&OP)
  • S&OP in the MPC system
  • S&OP detailed planning process
  • Determine product families
  • S&OP planning inputs
  • Understand the S&OP grid
  • Work with (MTS) and (MTO) S&OP grid
  • Implement the monthly S&OP planning meeting
  • Define the benefits of S&OP

Advanced Topics
Executing a S&OP level strategy
S&OP production resource planning

Post-Lunch Session
Aggregate Operations Planning

  • Understand the sales and marketing planning processes
  • Work with product life cycles and delivery network structures
  • Calculate a S&OP product family forecast disaggregation
  • Determine production planning strategies
  • Calculate the financial impact of the production plan
  • Define resource requirements planning
  • Understand the inventory planning process
  • Determine transportation, warehouse, and equipment and labor requirements

Advanced Topics
Financial decision – workforce costs
Financial decision – inventory costs
Financial decision – total costs

  • S&OP supports and measures the progress of the entire organization in meeting the enterprise’s business plan.
  • S&OP ensures that the strategic plans developed in the business plan are realistic and can be successfully executed before they are passed to tactical planning.
  • S&OP enables the organization to successfully manage marketplace change. ‐ S&OP provides for the effective management of finished goods inventories and order backlog to support customer service.
  • S&OP reporting mechanisms enable the S&OP planning teams to identify when actual performance has deviated from the plan.
  • The S&OP process enables the entire management team to understand the challenges confronting the organization and to act upon them in proper priority or focus.
  • Establishes operational plans consistent with the business plan
  • Continually updates the production, financial, and sales plan
  • Provides for cross-functional planning
  • Establishes regular meetings with senior executives to resolve demand versus supply trade-offs
  • Checks availability of resources to validate the production plan
  • Increases teamwork and collaborative skills

Workshop Duration

The workshop duration will be 1 day.

Batch Size

The batch size will be limited to a maximum of 20 participants.

Contact Details

  • Email: tcd@knowerx.com
  • Phone: +91 77389 26464