What are the Objectives of S&OP?

• Reach agreement on a single operating plan for the business that is fully aligned with the company’s long-term business plan and strategies.
• Ongoing alignment of all departmental plans with the single operating plan.
• Identifying and resolving supply and demand issues far enough in the future so they don’t become a crisis.
• Identifying and addressing gaps in achieving the company's business objectives.

What are the Benefits of S&OP?

• Aligns the operating plan to the long-term business plan.
• Synchronizes all departments / functions plans – one plan to run the business.
• Maximizes the efficiency and effectiveness of the entire organization.
• Improved decision-making related to addressing demand and supply issues and risks.
• Creates a culture of strategic planning vs. firefighting.
• Improved growth achievement, profitability, and customer service.
• Improved forecast accuracy, inventory optimization, and resource utilization.

Our Implementation Approach

Training – We teach you what S&OP is supposed to look like.
RACI – Define who does what and who is accountable.
Define the Planning Levels – Define all Product Families / Sub-Families and their SKU’s.
Define the framework for the process.

• Process Steps (Product Planning, Demand Planning, Supply Planning, Integrated Reconciliation, Management Business Review
• Meeting Agendas
• S&OP Calendar
• Inputs / Outputs for each process step

One Plan - Ensure there is just one plan to run the business to avoid any conflicting numbers.
Metrics - Define metrics and KPI’s to review during each process step.
Decision Making - Ensure each process step focuses on what decisions need to be made and when.
Templates - We bring templates for each process step to jump start the process.
Data – We evaluate data integrity and develop a plan to address any issues.
Change Management - Develop a change management plan to ensure the new process has support from all key stakeholders.
Continuous Improvement – Build in an ongoing process review.