Supply Chain Foundations: Sales and Operations Planning (S&OP)

Sales and operations planning (S&OP) is a critical component of agile supply chains, but it’s difficult to implement, regardless of company size or industry. S&OP helps companies align their sales forecasts with production capabilities, optimize resource allocation, improve customer service by ensuring product availability, and foster cross-functional collaboration. In this course, instructor Dyci Sfregola covers the basics of S&OP and why it’s so important for product launches, end-of-life planning, and daily supply chain operations. Learn how to effectively utilize forecasting and demand planning within the context of a robust S&OP process and extend the scope of S&OP beyond the organization to encompass the entire supply chain. Along the way, gather insights for leveraging cutting-edge planning software to enable S&OP processes and improve communication.

Learning objectives
Evaluate the effectiveness and maturity of your current S&OP process.
Apply S&OP best practices to define and standardize supply chain planning processes.
Explain the difference between AOP, S&OP, S&OE, IBP, and Long-Range Planning.
Evaluate digital tools that can be used to streamline and automate the S&OP process.
Define KPIs to measure the effectiveness of an S&OP process.
Identify data needed to execute an S&OP process, including financial data, market trends and commercial data, transportation and logistics data, and product and customer data.
Develop an S&OP meeting agenda, participant list, RACI Matrix, and direction on how to conduct S&OP meetings.