Agile Sales and Operations Planning Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Agile Sales and Operations Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Agile Sales and Operations 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 Agile Sales and Operations Planning specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Agile Sales and Operations 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Agile Sales and Operations Planning improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. How does management ensure that the full power of a lean production system is realized, rather than being a mere collection of tools?

  2. Does your organization strike an appropriate balance between authority for risk management and the profit making objective?

  3. Does the executive management team at your organization contain individuals from a diverse set of professional backgrounds?

  4. What are the desirable and minimum warning lead times that professional partners require to evacuate people to safety?

  5. Will flexible working result in lower levels of productivity, and staff ability to meet fluctuating work demands?

  6. How do you have an immediate impact in mid market companies and what does your engagement model look like?

  7. Has your organization identified the risks and set priorities for action according to the level of risk?

  8. What supply chain technologies do you already have in place or plan to put in place in the near future?

  9. Does the visualization creation experience suggest appropriate charts and analytics based on the data?

  10. How is inflation/price inflation affecting distribution costs and your supply chain strategy overall?


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 Agile Sales and Operations Planning book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your Agile Sales and Operations 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 Agile Sales and Operations Planning Self-Assessment and Scorecard you will develop a clear picture of which Agile Sales and Operations 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 Agile Sales and Operations 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 Agile Sales and Operations Planning projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Planning Process Group: To what extent do the intervention objectives and strategies of the Agile Sales and Operations Planning project respond to your organizations plans?

  2. WBS Dictionary: Are records maintained to show full accountability for all material purchased for the contract, including the residual inventory?

  3. Risk Register: Amongst the action plans and recommendations that you have to introduce are there some that could stop or delay the overall program?

  4. Team Member Performance Assessment: To what degree can team members frequently and easily communicate with one another?

  5. Requirements Documentation: How does the proposed Agile Sales and Operations Planning project contribute to the overall objectives of your organization?

  6. Human Resource Management Plan: Were stakeholders aware and supportive of the principles and practices of modern cost estimation?

  7. Risk Audit: What are the risks that could stop you from achieving your KPIs?

  8. Closing Process Group: What is the amount of funding and what Agile Sales and Operations Planning project phases are funded?

  9. Cost Management Plan: Does all Agile Sales and Operations Planning project documentation reside in a common repository for easy access?

  10. Procurement Audit: Did the conditions included in the contract protect the risk of non-performance by the supplier and were there no conflicting provisions?

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

1.0 Initiating Process Group:

  • 1.1 Agile Sales and Operations Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Agile Sales and Operations 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 Agile Sales and Operations 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 Agile Sales and Operations 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 Agile Sales and Operations 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 Agile Sales and Operations 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 Agile Sales and Operations Planning project with this in-depth Agile Sales and Operations Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Agile Sales and Operations 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 Agile Sales and Operations 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 Agile Sales and Operations Planning investments work better.

This Agile Sales and Operations 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.