Supply Planning Toolkit

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Ensure Supply Planning for EM sites are developed and implemented with processes in place for ongoing the assessment of supplier cost, quality, capacity, technical capabilities, best practices capabilities, security, and compliance to align with the Supply Chain.

More Uses of the Supply Planning Toolkit:

  • Ensure you increase; build scorecard with appropriate KPIs and create action plans with markets to improve service and inventory level, monitor and measure effectiveness of action plans.

  • Pilot: clearly assign responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress, and results; designs feedback loops into work.

  • Collaborate with category Supply Chain contacts communicate significant forecast changes and what if projections in line with operating strategy; review latest supply situation; and manage resulting forecast updates.

  • Forecast and maintains stock levels and supply flow according to usage rates, delivery time, current demand, items on hand, and cost based on quantities ordered.

  • Ensure you introduce; build and analyze monthly supply plans based on capacity, incoming returns, refurb and inventory targets, ensuring business goals are achieved and driving timely and accurate supply communications.

  • Ensure you research; build dynamic capacity and Supply Planning scenario models and strategies to support demand scenarios, product specific requirements and manufacturing capabilities.

  • Ensure you run; understand market dynamics and latest marketing and supply plans (promotions, cannibalization, distribution changes, supply constraints etc) and make value added modifications to system forecast.

  • Confirm your organization develops best practice SOPs for effective management of inventories, planning, master Data Management, planning systems logic and ongoing Supply Planning team development.

  • Collaborate with the Product, Project Management, Brand Management, and Strategic Sourcing on launching new products and packaging for e commerce and wholesale customers.

  • Warrant that your enterprise creates purchase forecasts and related purchase orders, establishes production schedules and related production orders, to meet customer and corporate expectations.

  • Manage, lead, and develop an inventory and Supply Planning team while developing and executing production and/or purchase plans to ensure that supply plans meet inventory investment and Customer Service objectives.

  • Be accountable to provide focus and integration of data from Marketing, Sales, Customer Marketing, and Finance, which are used to develop accurate and timely forecasts supporting Operations, Sales and Financial Planning.

  • Inform the Supply Planning management of supply issues that might impact the Customer Service and take immediate actions with the supplier to avoid supply interruptions.

  • Manage: work closely with key cross functional groups to effectively communicate risks/opportunities Customer Service, commercial sales, operations, distribution, quality and etc.

  • Lead the review of inventory levels and warehouse capacity, initiate and communicate the necessary product movements to ensure balanced inventory levels to reduce out of stock and returns from overstock.

  • Coordinate communication and escalation resolution on obsolescence and write off management in collaboration with Supply Planning hub, Customer Service and Supply Chain finance.

  • Audit: work closely with the Sales, Manufacturing, Finance, Customer Service and Procurement to ensure timeliness of information and data accuracy to avoid Supply Chain disruptions.

  • Manage work with a cross functional team to create monthly demand forecast based on historical sales, statistical models, and relevant current market information and trends.

  • Pilot: actual activity, plan inventory centers warehouses that meet Supply Chain requirements to assigned production facilities and suppliers in goals/metrics, and provide updated supply replenishment to network distribution.

  • Evaluate: review historical consumption data, trends, prepare forecast data, develop statistical forecast models and evaluate forecast results to increase accuracy by removing bias.

  • Assure your enterprise coordinates disposal activities (inventory verification, sampling, weighing, out loading, shipping schedules, and analyzing and recovery) for purchasers, service contractors, carriers.

  • Be accountable for leading and developing a team to balance supply and demand in a constraint based environment capacity, labor, planned downtime, Working Capital, storage, etc.

  • Warrant that your operation complies; markets and promotes Materials Management/Surplus property Supply Chain services to internal stakeholders and departments in support of key organization initiatives.

  • Provide single point accountability and leadership for all Supply Planning of assigned portfolio of finished goods and work in process products throughout the product life cycle.

  • Drive key KPI improvement activities (reducing forecast error and bias), improving Customer Service, reducing excess/obsolete inventory, to enable predictive performance and Financial Planning.

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

  • Govern: partner with Key Stakeholders in geographies, demand and Supply Planning, operations, logistics, security, technology and analytics functions to execute Data Governance and quality priorities.

  • Audit: proactively manage production schedules to minimize customer and/or production disruption related to component shortages, machine downtime, labor shortages, and other capacity constraints.

  • Analyze department performance, account for variances, drive for root cause and implement improved methods and procedures; create, review, and update improvement plans, at a minimum, monthly.

  • Participate as a key member of the Sales and Operation Planning team and work in conjunction with Supply Chain, Production Operations, Marketing / Sales, Finance, and Customer Service management to support the Supply Chain Management process.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Supply 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 Supply Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Would you recognize a threat from the inside?

  2. Who are the Supply Planning decision makers?

  3. Do you combine technical expertise with business knowledge and Supply Planning Key topics include lifecycles, development approaches, requirements and how to make your organization case?

  4. Where do the Supply Planning decisions reside?

  5. How do you recognize an Supply Planning objection?

  6. How do your measurements capture actionable Supply Planning information for use in exceeding your customers expectations and securing your customers engagement?

  7. Do you know what you are doing? And who do you call if you don't?

  8. Are the units of measure consistent?

  9. Which functions and people interact with the supplier and or customer?

  10. How do you manage Supply Planning Knowledge Management (KM)?

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

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

  • 62 step-by-step Supply Planning Project Management Form Templates covering over 1500 Supply 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 Supply Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Supply Planning project team have enough people to execute the Supply 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 Supply 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 Supply Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Supply 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 Supply 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 Supply Planning project with this in-depth Supply Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supply 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 Supply 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 Supply Planning investments work better.

This Supply 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.