Sales and Operations Planning Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sales and Operations Planning improvements can be made.

Examples; 10 of the 993 standard requirements:


1. Are feasibility reviews conducted to confirm compatibility of design with the manufacturing process, including capacity planning and utilization?
   
   

2. What type of financial information would indicate to your organization that the demand for its products has been steadily decreasing?
   
   

3. How will the board regularly monitor the implementation of your organizations strategies related to supply chain resilience?
   
   

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

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

6. What processes do you have for dealing with rule violations or employee performance problems in a timely manner?
   
   

7. Do you continually evaluate the characteristics of your products and services that prompt customer purchase?
   
   

8. Do you have the support, resources, time, technology, leadership and mentorship in place to support action?
   
   

9. How do you deliver accurate and reliable information on sales performance to management and sales people?
   
   

10. What evidence does your organization use to determine whether modifications to interventions are needed?
    
    


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 Sales and Operations Planning book in PDF containing 993 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. WBS Dictionary: Changes in the overhead pool and/or organization structures?
   
   

2. Risk Management Plan: Do the requirements require the creation of components that are unlike anything your organization has previously built?
   
   

3. Activity Duration Estimates: Does a process exist to identify Sales and Operations Planning project roles, responsibilities and reporting relationships?
   
   

4. Activity Cost Estimates: How do you treat administrative costs in the activity inventory?
   
   

5. Responsibility Assignment Matrix: Competencies and craftsmanship – what competencies are necessary and what level?
   
   

6. Executing Process Group: What is the difference between conceptual, application, and evaluative questions?
   
   

7. Stakeholder Management Plan: How are stakeholders chosen and what roles might they have on a Sales and Operations Planning project?
   
   

8. Human Resource Management Plan: Was the Sales and Operations Planning project schedule reviewed by all stakeholders and formally accepted?
   
   

9. Requirements Management Plan: Which hardware or software, related to, or as outcome of the Sales and Operations Planning project is new to your organization?
   
   

10. Responsibility Assignment Matrix: Do all the identified groups or people really need to be consulted?


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

1.0 Initiating Process Group:


• 1.1 Sales and Operations Planning project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose 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 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 Sales and Operations Planning investments work better.

This 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.