Sales & Operations Planning - Handbook
Authors: John Civerolo and Don Rice
This Handbook provides tools and techniques to simplify the implementation or improvement of a Sales & Operations Planning process in your company. Samples, examples, specific step-by-step instructions, and internal audit data are provided to help your company start or improve your S&OP process. This information helps reduce the time and effort spent on reinventing items that have been documented as best practice in other companies.
The handbook is divided into topical sections. You don’t have to read it from front to back to get results. There are several different uses for this handbook. Some uses are:
General overview of what it takes to get started;
How to get people to focus on process problems;
How to improve an existing process;
What to do if you are not getting the expected measurable results;
Conduct an informal process review
Looking for answers to “How To” questions.
This Sales & Operations Planning Handbook was created from the hard work of many individuals in many different companies. The content is based on what has been proven to work in real world business situations. There are no theories or ideas, just practical and proven solutions.
Table of Contents:
How to use this Handbook
What is Sales & Operations Planning
The Five Steps of Sales & Operations Planning
Demand Planning Process
What is Demand Planning?
Linking to the Customer
Advantages of a Good Sales Plan
One Approach to Generating a Sales Plan
Big Events List
Big Events Action List Explanation
Big Events Action List Description
Root Cause Analysis Using "The 5 Why's"
Root Cause of Variances
Demand Planning Meeting Agenda
Sales Planning Action ItemsSupply Planning Process
What is Supply Planning?
Supply Planning Meeting Agenda
Root Cause Analysis Using "The 5 Why's"
Root Causes of Variances
Supply Planning Action Items
Rough-Cut Capacity Planning
Steps to Set Up a Rough-Cut Capacity Tool
Load Profile
Monthly Rough-Cut WorksheetPartnership Meeting
What is a Partnership Meeting?
Partnership Meeting Sample AgendaExecutive S&OP Meeting
What is the Executive S&OP Meeting?
Executive S&OP Meeting Agenda Topics
Sample S&OP AgendaExecutive TO-DO List
Steps to Get Started with S&OP
Definitions of S&OP Terms
Sample S&OP Policy
Multi-Site Steps
Effective Meeting Habits
Problem Solving Tools
"The 5 Why's"
Worksheets
Make to Stock
Make to OrderReference Material
Of Course We Do S&OP
Sure You Have a Headache...( One Company's Experience with S&OP)
Does You Company Need an S&OP Tune-up?S&OP Assessment Checklist
Performance Measurements
Format:Workbook - 8 ˝ by 11 inches, comb binding, 122 pages.
To order the S&OP Instructor's Manual from anywhere in the world, call 1 (615) 221-2196, or enter your order using a credit card using the secure links below.
Pricing in US dollars: $44.95, plus shipping
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