AI-Driven Sales and Operations Planning Mastery
You’re under pressure. Demand forecasts are off. Sales targets keep shifting. Operational bottlenecks slow down delivery. Executives are asking tough questions, and your team is working harder yet achieving less clarity. Every missed forecast erodes trust. Every misaligned KPI damages credibility. The tools you rely on feel outdated, reactive, not predictive. You know AI could be the answer, but most training either oversimplifies or overcomplicates-leaving you stuck between hype and helplessness. That ends today. The AI-Driven Sales and Operations Planning Mastery course transforms how you plan, predict, and perform. No theory. No fluff. Just an actionable, step-by-step mastery path to build intelligent forecasting models, align cross-functional teams, and deliver board-ready strategic plans in as little as 30 days. One recent graduate, Maria T., Senior Supply Chain Lead at a global CPG firm, used this framework to reduce forecast error by 42% within six weeks. Her AI-augmented S&OP process was adopted enterprise-wide-and she was fast-tracked into a Director-level role. That’s not luck. It’s design. This course gives you the structured methodology, battle-tested tools, and industry-recognised certification to move from reactive planner to strategic enabler. You’ll build a complete AI-enhanced S&OP plan-complete with predictive demand models, dynamic resource allocation, and risk-adjusted scenario planning-that you can present with confidence. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand Access - Learn Anytime, Anywhere
The AI-Driven Sales and Operations Planning Mastery course is fully self-paced, giving you complete control over your learning journey. Enrol and start immediately. No fixed schedules, no attendance tracking, no time zone conflicts. Whether you're in Singapore, Zurich, or São Paulo, you gain 24/7 global access from any device-desktop, tablet, or mobile. The interface is clean, intuitive, and built for busy professionals who want maximum impact in minimal time. Lifetime Access with Continuous Updates Included
Once enrolled, you gain lifetime access to all course materials. That includes every module, tool, template, and future update-added at no extra cost. As AI evolves, so do your resources. This isn’t a static one-time download. It’s a living, continuously refined mastery system designed to keep you ahead of the curve, year after year. Designed for Real-World Results - Fast Implementation, Faster Wins
Most learners complete the core certification path in 25–35 hours. But you’ll see tangible results in the first week. By applying the framework to a live use case, professionals consistently deliver AI-enhanced forecast models, aligned cross-functional dashboards, and executive-ready proposals in under 30 days. Why does this work so fast? Because every lesson is outcome-focused. You don’t just learn-you build, refine, and validate real planning assets you can use immediately. Expert Guidance with Dedicated Instructor Support
You’re not learning alone. Throughout the course, you’ll have direct access to our team of certified S&OP and AI implementation specialists. Ask questions, submit early drafts, and receive detailed, role-specific feedback-all within 48 business hours. Whether you're a demand planner, revenue operations lead, or supply chain director, support is tailored to your context, challenge, and organisational complexity. Official Certificate of Completion - Issued by The Art of Service
Upon finishing the course and submitting your final project, you’ll earn a Certificate of Completion issued by The Art of Service. This credential is globally recognised, digitally verifiable, and increasingly valued by enterprises implementing AI-driven forecasting and planning transformations. It signals not just completion, but proven ability to design, test, and deliver AI-enhanced sales and operations planning frameworks with measurable business impact. No Hidden Fees. No Surprises
Pricing is clear, straightforward, and all-inclusive. What you see is what you get-no subscriptions, no add-ons, no pay-to-access advanced content. We accept Visa, Mastercard, and PayPal. Transactions are secure, encrypted, and processed instantly. 100% Satisfaction Guarantee - Satisfied or Refunded
We’re confident this course will exceed your expectations. That’s why we offer a full satisfaction guarantee. If you’re not completely satisfied within 30 days of access, simply request a refund. No hassle. No questions asked. This is our promise: you take zero financial risk. You gain lifetime access, elite credentials, and a proven system to master AI-augmented planning-risk reversed. Enrollment Confirmation & Access Details
After enrolling, you’ll receive a confirmation email. Your access credentials and login instructions are sent in a separate communication once your course materials are prepared-ensuring you start with a fully functional, ready-to-use learning environment. This Works - Even If You’re Not a Data Scientist
You don’t need a PhD in machine learning. You don’t need to code from scratch. This course is built for practitioners-planners, analysts, managers, and directors-who need to apply AI intelligently, not invent it. One graduate, James L., a Regional Sales Operations Manager at a Fortune 500 tech firm, had no prior AI experience. Using the templates and decision frameworks in this course, he led his team to deploy an automated demand-signal generator that reduced inventory costs by $2.3M annually. That’s the power of structured, practical mastery. If you’re strategic, committed, and ready to future-proof your skills, this course works for you-regardless of your current starting point.
Extensive and Detailed Course Curriculum
Module 1: Foundations of AI-Driven Planning - Defining AI-driven Sales and Operations Planning (S&OP)
- Historical evolution from traditional to intelligent S&OP
- Key differences between rule-based and AI-augmented forecasting
- Understanding the AI maturity model for operations teams
- Core components of a modern planning stack
- Why static spreadsheets fail in dynamic environments
- Mapping organisational pain points to AI solutions
- Identifying quick-win use cases for AI implementation
- Establishing a planning excellence mindset
- Setting measurable goals for your AI adoption journey
Module 2: Data Strategy for Predictive Planning - Principles of high-quality planning data
- Data sourcing: internal systems, external feeds, and APIs
- Building a centralised planning data repository
- Time-series data preparation for forecasting models
- Handling missing, inconsistent, or outlier data
- Data normalisation and scaling techniques
- Feature engineering for sales and operations variables
- Creating lagged variables and rolling metrics
- Defining target variables for predictive accuracy
- Versioning and documentation of data pipelines
Module 3: AI and Machine Learning Fundamentals for Planners - Demystifying machine learning for non-technical users
- Understanding supervised vs. unsupervised learning
- Regression models for demand forecasting
- Decision trees and their role in scenario modelling
- Ensemble methods: bagging and boosting explained simply
- Neural networks: when to use and when to avoid
- Interpretable AI: balancing accuracy with explainability
- AI model performance metrics: MAE, RMSE, MAPE
- Using confidence intervals in forecast outputs
- Interpreting model diagnostics without coding
Module 4: Predictive Demand Forecasting Systems - Designing end-to-end predictive forecasting workflows
- Seasonality and trend decomposition in real data
- Incorporating exogenous variables: promotions, weather, events
- Multi-level forecasting: product, region, channel
- Bottom-up vs. top-down reconciliation methods
- Forecasting intermittently demanded SKUs
- Using Bayesian methods for low-data scenarios
- Automating forecast refresh cycles
- Setting up alert thresholds for forecast deviation
- Integrating human judgment with algorithmic output
Module 5: AI for Sales Planning and Target Setting - Building dynamic sales capacity models
- Predicting sales team performance using historical activity
- AI-driven territory and quota design
- Lead scoring models for sales pipeline forecasting
- Modelling conversion rate variability
- Using reinforcement learning for incentive tuning
- Forecasting sales cycle duration
- Predicting rep attrition risk and impact
- Aligning sales plans with market expansion data
- Creating adaptive sales incentive models
Module 6: Operational Capacity and Resource Planning - Modelling production capacity constraints
- Predicting workforce availability and absenteeism
- AI-driven shift scheduling optimisation
- Demand-sensitive staffing models
- Predicting equipment downtime and maintenance
- Incorporating supplier lead time variability
- Modelling logistics bottlenecks
- Dynamic inventory replenishment logic
- Service level optimisation under uncertainty
- Multi-echelon inventory planning with AI
Module 7: Cross-Functional Alignment Frameworks - Designing AI-augmented S&OP meeting workflows
- Creating shared KPIs across sales, marketing, and ops
- Using AI-generated consensus forecasting
- Resolving conflicting departmental incentives
- Scenario planning for executive-level trade-offs
- Building trust in algorithmic recommendations
- Role-specific dashboards for finance, supply chain, sales
- Automated exception reporting for rapid response
- Change management for AI adoption
- Training non-technical stakeholders on AI outputs
Module 8: Scenario Planning and Risk Modelling - Structured approach to scenario generation
- Using Monte Carlo simulation for risk assessment
- AI-driven stress testing of supply chains
- Identifying black swan risks with anomaly detection
- Modelling demand shocks from market events
- Supply disruption probability forecasting
- Financial impact modelling of operational risks
- Building resilient planning buffers
- Automating scenario refresh rhythms
- Presenting risk-adjusted plans to leadership
Module 9: AI Tool Landscape and Integration - Evaluating AI platforms: from ERP add-ons to standalone tools
- Comparing capabilities of Anaplan, Kinaxis, o9, SAP IBP
- Integration with Salesforce, Oracle, Microsoft Dynamics
- Using Python and R packages without coding
- No-code AI platforms for planners
- Connecting AI models to Power BI and Tableau
- Automating data pipelines with Alteryx and Airflow
- Embedding forecasts into operational workflows
- Security and governance of AI models
- Selecting the right tool stack for your maturity level
Module 10: Building Your AI-Enhanced S&OP Proposal - Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
Module 1: Foundations of AI-Driven Planning - Defining AI-driven Sales and Operations Planning (S&OP)
- Historical evolution from traditional to intelligent S&OP
- Key differences between rule-based and AI-augmented forecasting
- Understanding the AI maturity model for operations teams
- Core components of a modern planning stack
- Why static spreadsheets fail in dynamic environments
- Mapping organisational pain points to AI solutions
- Identifying quick-win use cases for AI implementation
- Establishing a planning excellence mindset
- Setting measurable goals for your AI adoption journey
Module 2: Data Strategy for Predictive Planning - Principles of high-quality planning data
- Data sourcing: internal systems, external feeds, and APIs
- Building a centralised planning data repository
- Time-series data preparation for forecasting models
- Handling missing, inconsistent, or outlier data
- Data normalisation and scaling techniques
- Feature engineering for sales and operations variables
- Creating lagged variables and rolling metrics
- Defining target variables for predictive accuracy
- Versioning and documentation of data pipelines
Module 3: AI and Machine Learning Fundamentals for Planners - Demystifying machine learning for non-technical users
- Understanding supervised vs. unsupervised learning
- Regression models for demand forecasting
- Decision trees and their role in scenario modelling
- Ensemble methods: bagging and boosting explained simply
- Neural networks: when to use and when to avoid
- Interpretable AI: balancing accuracy with explainability
- AI model performance metrics: MAE, RMSE, MAPE
- Using confidence intervals in forecast outputs
- Interpreting model diagnostics without coding
Module 4: Predictive Demand Forecasting Systems - Designing end-to-end predictive forecasting workflows
- Seasonality and trend decomposition in real data
- Incorporating exogenous variables: promotions, weather, events
- Multi-level forecasting: product, region, channel
- Bottom-up vs. top-down reconciliation methods
- Forecasting intermittently demanded SKUs
- Using Bayesian methods for low-data scenarios
- Automating forecast refresh cycles
- Setting up alert thresholds for forecast deviation
- Integrating human judgment with algorithmic output
Module 5: AI for Sales Planning and Target Setting - Building dynamic sales capacity models
- Predicting sales team performance using historical activity
- AI-driven territory and quota design
- Lead scoring models for sales pipeline forecasting
- Modelling conversion rate variability
- Using reinforcement learning for incentive tuning
- Forecasting sales cycle duration
- Predicting rep attrition risk and impact
- Aligning sales plans with market expansion data
- Creating adaptive sales incentive models
Module 6: Operational Capacity and Resource Planning - Modelling production capacity constraints
- Predicting workforce availability and absenteeism
- AI-driven shift scheduling optimisation
- Demand-sensitive staffing models
- Predicting equipment downtime and maintenance
- Incorporating supplier lead time variability
- Modelling logistics bottlenecks
- Dynamic inventory replenishment logic
- Service level optimisation under uncertainty
- Multi-echelon inventory planning with AI
Module 7: Cross-Functional Alignment Frameworks - Designing AI-augmented S&OP meeting workflows
- Creating shared KPIs across sales, marketing, and ops
- Using AI-generated consensus forecasting
- Resolving conflicting departmental incentives
- Scenario planning for executive-level trade-offs
- Building trust in algorithmic recommendations
- Role-specific dashboards for finance, supply chain, sales
- Automated exception reporting for rapid response
- Change management for AI adoption
- Training non-technical stakeholders on AI outputs
Module 8: Scenario Planning and Risk Modelling - Structured approach to scenario generation
- Using Monte Carlo simulation for risk assessment
- AI-driven stress testing of supply chains
- Identifying black swan risks with anomaly detection
- Modelling demand shocks from market events
- Supply disruption probability forecasting
- Financial impact modelling of operational risks
- Building resilient planning buffers
- Automating scenario refresh rhythms
- Presenting risk-adjusted plans to leadership
Module 9: AI Tool Landscape and Integration - Evaluating AI platforms: from ERP add-ons to standalone tools
- Comparing capabilities of Anaplan, Kinaxis, o9, SAP IBP
- Integration with Salesforce, Oracle, Microsoft Dynamics
- Using Python and R packages without coding
- No-code AI platforms for planners
- Connecting AI models to Power BI and Tableau
- Automating data pipelines with Alteryx and Airflow
- Embedding forecasts into operational workflows
- Security and governance of AI models
- Selecting the right tool stack for your maturity level
Module 10: Building Your AI-Enhanced S&OP Proposal - Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Principles of high-quality planning data
- Data sourcing: internal systems, external feeds, and APIs
- Building a centralised planning data repository
- Time-series data preparation for forecasting models
- Handling missing, inconsistent, or outlier data
- Data normalisation and scaling techniques
- Feature engineering for sales and operations variables
- Creating lagged variables and rolling metrics
- Defining target variables for predictive accuracy
- Versioning and documentation of data pipelines
Module 3: AI and Machine Learning Fundamentals for Planners - Demystifying machine learning for non-technical users
- Understanding supervised vs. unsupervised learning
- Regression models for demand forecasting
- Decision trees and their role in scenario modelling
- Ensemble methods: bagging and boosting explained simply
- Neural networks: when to use and when to avoid
- Interpretable AI: balancing accuracy with explainability
- AI model performance metrics: MAE, RMSE, MAPE
- Using confidence intervals in forecast outputs
- Interpreting model diagnostics without coding
Module 4: Predictive Demand Forecasting Systems - Designing end-to-end predictive forecasting workflows
- Seasonality and trend decomposition in real data
- Incorporating exogenous variables: promotions, weather, events
- Multi-level forecasting: product, region, channel
- Bottom-up vs. top-down reconciliation methods
- Forecasting intermittently demanded SKUs
- Using Bayesian methods for low-data scenarios
- Automating forecast refresh cycles
- Setting up alert thresholds for forecast deviation
- Integrating human judgment with algorithmic output
Module 5: AI for Sales Planning and Target Setting - Building dynamic sales capacity models
- Predicting sales team performance using historical activity
- AI-driven territory and quota design
- Lead scoring models for sales pipeline forecasting
- Modelling conversion rate variability
- Using reinforcement learning for incentive tuning
- Forecasting sales cycle duration
- Predicting rep attrition risk and impact
- Aligning sales plans with market expansion data
- Creating adaptive sales incentive models
Module 6: Operational Capacity and Resource Planning - Modelling production capacity constraints
- Predicting workforce availability and absenteeism
- AI-driven shift scheduling optimisation
- Demand-sensitive staffing models
- Predicting equipment downtime and maintenance
- Incorporating supplier lead time variability
- Modelling logistics bottlenecks
- Dynamic inventory replenishment logic
- Service level optimisation under uncertainty
- Multi-echelon inventory planning with AI
Module 7: Cross-Functional Alignment Frameworks - Designing AI-augmented S&OP meeting workflows
- Creating shared KPIs across sales, marketing, and ops
- Using AI-generated consensus forecasting
- Resolving conflicting departmental incentives
- Scenario planning for executive-level trade-offs
- Building trust in algorithmic recommendations
- Role-specific dashboards for finance, supply chain, sales
- Automated exception reporting for rapid response
- Change management for AI adoption
- Training non-technical stakeholders on AI outputs
Module 8: Scenario Planning and Risk Modelling - Structured approach to scenario generation
- Using Monte Carlo simulation for risk assessment
- AI-driven stress testing of supply chains
- Identifying black swan risks with anomaly detection
- Modelling demand shocks from market events
- Supply disruption probability forecasting
- Financial impact modelling of operational risks
- Building resilient planning buffers
- Automating scenario refresh rhythms
- Presenting risk-adjusted plans to leadership
Module 9: AI Tool Landscape and Integration - Evaluating AI platforms: from ERP add-ons to standalone tools
- Comparing capabilities of Anaplan, Kinaxis, o9, SAP IBP
- Integration with Salesforce, Oracle, Microsoft Dynamics
- Using Python and R packages without coding
- No-code AI platforms for planners
- Connecting AI models to Power BI and Tableau
- Automating data pipelines with Alteryx and Airflow
- Embedding forecasts into operational workflows
- Security and governance of AI models
- Selecting the right tool stack for your maturity level
Module 10: Building Your AI-Enhanced S&OP Proposal - Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Designing end-to-end predictive forecasting workflows
- Seasonality and trend decomposition in real data
- Incorporating exogenous variables: promotions, weather, events
- Multi-level forecasting: product, region, channel
- Bottom-up vs. top-down reconciliation methods
- Forecasting intermittently demanded SKUs
- Using Bayesian methods for low-data scenarios
- Automating forecast refresh cycles
- Setting up alert thresholds for forecast deviation
- Integrating human judgment with algorithmic output
Module 5: AI for Sales Planning and Target Setting - Building dynamic sales capacity models
- Predicting sales team performance using historical activity
- AI-driven territory and quota design
- Lead scoring models for sales pipeline forecasting
- Modelling conversion rate variability
- Using reinforcement learning for incentive tuning
- Forecasting sales cycle duration
- Predicting rep attrition risk and impact
- Aligning sales plans with market expansion data
- Creating adaptive sales incentive models
Module 6: Operational Capacity and Resource Planning - Modelling production capacity constraints
- Predicting workforce availability and absenteeism
- AI-driven shift scheduling optimisation
- Demand-sensitive staffing models
- Predicting equipment downtime and maintenance
- Incorporating supplier lead time variability
- Modelling logistics bottlenecks
- Dynamic inventory replenishment logic
- Service level optimisation under uncertainty
- Multi-echelon inventory planning with AI
Module 7: Cross-Functional Alignment Frameworks - Designing AI-augmented S&OP meeting workflows
- Creating shared KPIs across sales, marketing, and ops
- Using AI-generated consensus forecasting
- Resolving conflicting departmental incentives
- Scenario planning for executive-level trade-offs
- Building trust in algorithmic recommendations
- Role-specific dashboards for finance, supply chain, sales
- Automated exception reporting for rapid response
- Change management for AI adoption
- Training non-technical stakeholders on AI outputs
Module 8: Scenario Planning and Risk Modelling - Structured approach to scenario generation
- Using Monte Carlo simulation for risk assessment
- AI-driven stress testing of supply chains
- Identifying black swan risks with anomaly detection
- Modelling demand shocks from market events
- Supply disruption probability forecasting
- Financial impact modelling of operational risks
- Building resilient planning buffers
- Automating scenario refresh rhythms
- Presenting risk-adjusted plans to leadership
Module 9: AI Tool Landscape and Integration - Evaluating AI platforms: from ERP add-ons to standalone tools
- Comparing capabilities of Anaplan, Kinaxis, o9, SAP IBP
- Integration with Salesforce, Oracle, Microsoft Dynamics
- Using Python and R packages without coding
- No-code AI platforms for planners
- Connecting AI models to Power BI and Tableau
- Automating data pipelines with Alteryx and Airflow
- Embedding forecasts into operational workflows
- Security and governance of AI models
- Selecting the right tool stack for your maturity level
Module 10: Building Your AI-Enhanced S&OP Proposal - Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Modelling production capacity constraints
- Predicting workforce availability and absenteeism
- AI-driven shift scheduling optimisation
- Demand-sensitive staffing models
- Predicting equipment downtime and maintenance
- Incorporating supplier lead time variability
- Modelling logistics bottlenecks
- Dynamic inventory replenishment logic
- Service level optimisation under uncertainty
- Multi-echelon inventory planning with AI
Module 7: Cross-Functional Alignment Frameworks - Designing AI-augmented S&OP meeting workflows
- Creating shared KPIs across sales, marketing, and ops
- Using AI-generated consensus forecasting
- Resolving conflicting departmental incentives
- Scenario planning for executive-level trade-offs
- Building trust in algorithmic recommendations
- Role-specific dashboards for finance, supply chain, sales
- Automated exception reporting for rapid response
- Change management for AI adoption
- Training non-technical stakeholders on AI outputs
Module 8: Scenario Planning and Risk Modelling - Structured approach to scenario generation
- Using Monte Carlo simulation for risk assessment
- AI-driven stress testing of supply chains
- Identifying black swan risks with anomaly detection
- Modelling demand shocks from market events
- Supply disruption probability forecasting
- Financial impact modelling of operational risks
- Building resilient planning buffers
- Automating scenario refresh rhythms
- Presenting risk-adjusted plans to leadership
Module 9: AI Tool Landscape and Integration - Evaluating AI platforms: from ERP add-ons to standalone tools
- Comparing capabilities of Anaplan, Kinaxis, o9, SAP IBP
- Integration with Salesforce, Oracle, Microsoft Dynamics
- Using Python and R packages without coding
- No-code AI platforms for planners
- Connecting AI models to Power BI and Tableau
- Automating data pipelines with Alteryx and Airflow
- Embedding forecasts into operational workflows
- Security and governance of AI models
- Selecting the right tool stack for your maturity level
Module 10: Building Your AI-Enhanced S&OP Proposal - Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Structured approach to scenario generation
- Using Monte Carlo simulation for risk assessment
- AI-driven stress testing of supply chains
- Identifying black swan risks with anomaly detection
- Modelling demand shocks from market events
- Supply disruption probability forecasting
- Financial impact modelling of operational risks
- Building resilient planning buffers
- Automating scenario refresh rhythms
- Presenting risk-adjusted plans to leadership
Module 9: AI Tool Landscape and Integration - Evaluating AI platforms: from ERP add-ons to standalone tools
- Comparing capabilities of Anaplan, Kinaxis, o9, SAP IBP
- Integration with Salesforce, Oracle, Microsoft Dynamics
- Using Python and R packages without coding
- No-code AI platforms for planners
- Connecting AI models to Power BI and Tableau
- Automating data pipelines with Alteryx and Airflow
- Embedding forecasts into operational workflows
- Security and governance of AI models
- Selecting the right tool stack for your maturity level
Module 10: Building Your AI-Enhanced S&OP Proposal - Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Structuring a board-ready S&OP transformation proposal
- Defining scope, timeline, and success metrics
- Calculating ROI for AI forecasting initiatives
- Stakeholder impact analysis and communication plan
- Phased rollout strategy: pilot to enterprise
- Budgeting for people, tools, and training
- Risk mitigation plan for AI implementation
- Defining KPIs for continuous improvement
- Creating a change adoption roadmap
- Presenting with confidence: executive storytelling techniques
Module 11: Hands-On Lab: Build a Complete AI-Driven Plan - Selecting a real-world planning challenge for your project
- Data ingestion and cleaning using provided templates
- Choosing the right model based on data characteristics
- Running predictive forecasts with guided workflows
- Validating model accuracy with backtesting
- Generating scenario outputs under different assumptions
- Building a comprehensive dashboard with KPIs
- Writing a concise executive summary
- Preparing visualisations for non-technical audiences
- Compiling all assets into a deliverable planning package
Module 12: Industry-Specific Applications and Best Practices - AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- AI in retail and CPG demand planning
- Manufacturing: production scheduling and capacity
- Healthcare: patient demand and resource allocation
- Energy and utilities: load forecasting and grid balance
- Telecom: subscriber growth and churn prediction
- Logistics: route optimisation and fleet planning
- Agriculture: yield forecasting and supply planning
- Financial services: transaction volume prediction
- Public sector: resource forecasting for services
- Customising models for niche verticals
Module 13: Optimisation and Prescriptive Analytics - From predictive to prescriptive: next-level planning
- Linear programming for resource allocation
- Integer programming for discrete decisions
- Using solvers for budget and capacity optimisation
- Multi-objective optimisation trade-off analysis
- Constraint modelling in real operations
- Dynamic re-optimisation triggers
- Automating decision rules with AI
- Implementing closed-loop planning systems
- Monitoring optimisation performance over time
Module 14: Ethics, Bias, and Governance in AI Planning - Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Identifying sources of data bias in planning
- Preventing discriminatory forecasting outcomes
- Ensuring fairness in territory and quota assignment
- Transparency requirements for AI decisions
- Documenting model assumptions and limitations
- Establishing AI review boards for planning models
- Compliance with GDPR and other regulations
- Managing model drift and concept decay
- Audit trails for AI-generated forecasts
- Best practices for ethical AI adoption
Module 15: Implementation, Monitoring, and Continuous Improvement - Deploying AI models into live planning processes
- Setting up automated data refresh pipelines
- Monitoring model performance with dashboards
- Trigger-based retraining schedules
- Handling concept and data drift
- Feedback loops for planner input
- Version control for planning models
- A/B testing alternate forecasting approaches
- Scaling AI planning across business units
- Establishing a planning centre of excellence
Module 16: Certification and Career Advancement - Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates
- Final project submission guidelines
- Review criteria for Certificate of Completion
- How to showcase your certification on LinkedIn
- Building a personal portfolio of planning projects
- Networking with AI planning professionals
- Staying updated with AI trends in operations
- Career pathways in AI-driven planning
- Negotiating higher-impact roles using new skills
- Mentorship opportunities within The Art of Service community
- Lifetime access to updated resources and templates