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Sales and Operations Planning Implementation and Management Essentials

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Sales and Operations Planning Implementation and Management Essentials



Course Overview

This comprehensive course is designed to equip participants with the knowledge, skills, and best practices required to implement and manage effective Sales and Operations Planning (S&OP) processes. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Curriculum

Module 1: Introduction to Sales and Operations Planning

  • Definition and benefits of S&OP
  • Understanding the S&OP process
  • Key elements of S&OP: demand planning, supply planning, and reconciliation
  • Role of S&OP in achieving business objectives

Module 2: S&OP Implementation Essentials

  • Assessing organizational readiness for S&OP implementation
  • Defining S&OP scope and boundaries
  • Establishing S&OP teams and governance structure
  • Developing an S&OP implementation roadmap

Module 3: Demand Planning Fundamentals

  • Understanding demand patterns and drivers
  • Demand forecasting techniques: qualitative and quantitative methods
  • Demand planning tools and technologies
  • Collaborative demand planning: engaging stakeholders and improving accuracy

Module 4: Supply Planning Essentials

  • Understanding supply chain capabilities and constraints
  • Supply planning strategies: make-to-order, make-to-stock, and hybrid approaches
  • Supply planning tools and technologies
  • Collaborative supply planning: working with suppliers and internal stakeholders

Module 5: Reconciliation and Decision-Making

  • Reconciling demand and supply plans
  • Identifying and resolving conflicts
  • Decision-making frameworks for S&OP
  • Escalation procedures and governance

Module 6: S&OP Metrics and Performance Monitoring

  • Key performance indicators (KPIs) for S&OP
  • Measuring S&OP effectiveness: metrics and benchmarks
  • Monitoring and analyzing S&OP performance
  • Using data to drive S&OP improvements

Module 7: S&OP Technology and Tools

  • Overview of S&OP software solutions
  • Evaluating and selecting S&OP technology
  • Implementing and integrating S&OP tools
  • Best practices for using S&OP technology

Module 8: Change Management and Organizational Alignment

  • Understanding the impact of S&OP on organizational culture
  • Change management strategies for S&OP implementation
  • Aligning organizational incentives and metrics with S&OP objectives
  • Engaging stakeholders and promoting S&OP adoption

Module 9: Advanced S&OP Topics

  • Integrated business planning (IBP): extending S&OP to other business functions
  • S&OP in complex and global supply chains
  • Using analytics and AI to enhance S&OP
  • Future trends and innovations in S&OP

Module 10: Case Studies and Group Projects

  • Real-world examples of S&OP implementation
  • Group projects: applying S&OP concepts to real-world scenarios
  • Presenting and discussing project findings
  • Receiving feedback and guidance from instructors


Course Benefits

  • Comprehensive understanding of S&OP principles and best practices
  • Practical skills in implementing and managing S&OP processes
  • Certificate upon completion issued by The Art of Service
  • Access to expert instructors and a community of professionals
  • Flexible and self-paced learning with lifetime access to course materials


Course Features

  • Interactive and engaging content with bite-sized lessons
  • Hands-on projects and real-world applications
  • Personalized feedback and guidance from instructors
  • Mobile-accessible and user-friendly platform
  • Gamification and progress tracking to enhance learning experience
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