Aggregate Planning Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Aggregate Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Aggregate Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Aggregate Planning specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Aggregate Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Aggregate Planning improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. How has the market changed in terms of product, pricing, consumer profile, regulatory environment, supplier characteristics, aggregate market characteristics and performance indicators?

  2. Will the aggregate supply of labor increase if market wages rise; and more importantly for your analysis, will the aggregate supply of labor decrease if wages fall?

  3. Is the aggregate increase in accrued actuarial value the best measure for disclosing annual compensation earned under defined benefit and actuarial plans?

  4. Do you have plans to take the reporter information and aggregate it to the next level or dictate it to the next level by companies or individuals?

  5. How are forecasting, aggregate planning, master scheduling, materials requirements planning, and operations control tied together?

  6. Should you optimize the aggregated production and load or each production unit or load should optimize each own operation?

  7. How do you select an approach for batch, enriched, and aggregate data delivered from your IoT platform to other services?

  8. How does your organization roll up work activity and relate the aggregated picture to the institutions strategic plan?

  9. What are the key differences between level strategy and chase strategy in Aggregate Production Planning formulation?

  10. What major considerations are taken while planning for maintenance for a manufacturing unit/machine/equipment?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Aggregate Planning book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your Aggregate Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Aggregate Planning Self-Assessment and Scorecard you will develop a clear picture of which Aggregate Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Aggregate Planning Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Aggregate Planning projects with the 62 implementation resources:

  • 62 step-by-step Aggregate Planning Project Management Form Templates covering over 1500 Aggregate Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Is a process defined to measure the performance of the schedule management process itself?

  2. Stakeholder Management Plan: Which of the records created within the Aggregate Planning project, if any, does the Business Owner require access to?

  3. Risk Management Plan: Are staff committed for the duration of the product?

  4. Activity Duration Estimates: What steps did your organization take to earn this prestigious quality award?

  5. Requirements Traceability Matrix: Describe the process for approving requirements so they can be added to the traceability matrix and Aggregate Planning project work can be performed. Will the Aggregate Planning project requirements become approved in writing?

  6. Assumption and Constraint Log: Have all involved stakeholders and work groups committed to the Aggregate Planning project?

  7. Cost Baseline: Is the requested change request a result of changes in other Aggregate Planning project(s)?

  8. Procurement Audit: Is there an effective risk management system continuously monitoring procurement risk?

  9. Milestone List: Do you foresee any technical risks or developmental challenges?

  10. Procurement Audit: Are obtained prices/qualities competitive to prices/qualities obtained by other procurement functions/units, comparing obtained or improved value for money?

 
Step-by-step and complete Aggregate Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Aggregate Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Aggregate Planning project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Aggregate Planning project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Aggregate Planning project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Aggregate Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Aggregate Planning project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Aggregate Planning project with this in-depth Aggregate Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Aggregate Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Aggregate Planning and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Aggregate Planning investments work better.

This Aggregate Planning All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.