Production Planning Toolkit

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Establish that your organization requires a high level of Critical Thinking and Problem Solving, independent judgement needed to anticipate potential problems, analyze data, resolve problems and trends, and recommend strategy on a continuing basis in an environment where conditions are continually changing.

More Uses of the Production Planning Toolkit:

  • Liaise with engineering, purchasing, operations, Manufacturing Engineering, to achieve On Time Delivery at optimum cost with optimum inventory levels.

  • Align all Inventory Management activities around maintaining and optimizing the balance between ideal inventory levels, fill rates and cash conversion that meet or exceed financial targets.

  • Confirm your organization analyzes material requirements and makes reservations in accordance with Standard Planning Practices to ensure availability of materials and labor to meet production requirements and delivery commitments.

  • Arrange that your team complies; plans sequence of fabrication, assembly, installation, and other Manufacturing Operations relating to specific portion of the product for guidance of production workers.

  • Ensure you helm; lead team in coordinating marketing, production, Production Planning, systems, and infrastructure related issues for your International territories.

  • Confirm your design draws up master schedule to establish sequence and lead time of each operation to meet shipping dates according to sales forecasts or customer orders.

  • Collaborate with and influence Key Stakeholders to identify, align, and execute strategic plans that deliver on efficiency and quality targets through standardized processes and technology.

  • Oversee the Production Planning, staffing, Inventory Management and delivery of products with the goal of increasing efficiency and profitability.

  • Manage work with the Demand Management, Sales And Marketing partners to develop the forward looking Demand Plan, which becomes the basis for Production Planning and financial projections.

  • Make sure that your project supports the creation, update and preservation of timely and accurate records relating to purchase and receipt of goods, inventory levels, Production Planning schedules, costs of goods sold, and bills of materials.

  • Utilize Production Planning system to manage assigned demand, maintain a stable production plan, maintain inventory levels in accordance with organization policy, and monitor Supply Chain.

  • Audit: finance, quality, processing centers, distribution centers to create data needed to ensure appropriate plans are in place to meet current and future customer demand.

  • Manage work with business users to gather requirements specific to Production Planning, Production Orders, Production Scheduling, MRP and Production Reporting.

  • Secure that your team coordinates production activities along with procurement, maintenance, Production Planning, safety and Quality Control activities to obtain optimal use of employee and equipment resources.

  • Coordinate and negotiate workflow through multiple work centers via various functional organizations to secure needed resources while ensuring changing customer demands, and schedule deadlines are met.

  • Warrant that your group develops, implements, and maintains the daily production plan for assigned program administrations, utilizing Corporate Material Requirements Planning, Master Production Scheduling and other relevant demand signals.

  • Coordinate: partner with your manufacturing network to ensure you have the capacity and capabilities to support the growth of your business across current and future categories.

  • Bring an enhanced focus on Production Planning and scheduling to achieve a robust and predictable process with an outcome that establishes a fixed / level schedule which stabilizes production, Supply Chain and overall planning.

  • Evaluate: on a weekly basis, review the material resource plan (MRP) output and align requirements based on the latest version of the artwork for printed packaging components.

  • Formulate: coordination of material availability by working with the purchasing department to ensure that all necessary materials are available to support production demands.

  • Forecast intra organization procurement needs in coordination with Production Planning, utilizing the appropriate material requirements planning systems/programs and lean practices.

  • Drive reduction in excess and obsolete inventory exposure of finished goods and components through strategic Production Planning and collaboration with MRP team.

  • Initiate: plan with information from your team, Program Management, Production Planning and control, purchasing, Quality Assurance, engineering and finance the daily and/or weekly activities and priorities.

  • Supervise: quality demonstrate accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

  • Support business by analyzing production flow, supply inventory / deliver, working with sales to ensure safe and effective product is available for customers.

  • Secure that your planning identifies training needs, develops plans, coordinates activities, and/or delivers training that results in a fully capable Production Planning team.

  • Confirm your group complies; plans, prepare, handles issues, controls production schedules, and coordinates material requirements to ensure a controlled flow of approved materials are timed to meet production requirements.

  • Confirm your strategy complies; plans, prepare, handles issues, controls production schedules, and coordinates with material requirements to ensure a controlled flow of approved materials timed to meet production requirements.

  • Identify: work closely with sales, Program Management, Supply Chain management, manufacturing and engineering to facilitate and coordinate improvement actions for projects profitability improvement activities.

  • Drive master Data Structure that enables systems and teams to manage channels and products in multiple ways that optimize inventory levels and fill rates.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Production 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 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Production Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does the goal represent a desired result that can be measured?

  2. How do you manage and improve your Production Planning work systems to deliver customer value and achieve organizational success and sustainability?

  3. How do you lead with Production Planning in mind?

  4. What trophy do you want on your mantle?

  5. Are there regulatory / compliance issues?

  6. Do you have an issue in getting priority?

  7. Do you have the right capabilities and capacities?

  8. What scope to assess?

  9. What role does communication play in the success or failure of a Production Planning project?

  10. What Production Planning data will be collected?

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 Production Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Production Planning project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Production Planning project team have enough people to execute the Production Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Production Planning project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Production 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 Production 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 Production 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 Production 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 Production Planning project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Production 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 Production 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 Production Planning investments work better.

This Production 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.