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BENEFITS OF THIS POWERPOINT DOCUMENT

1. Introduce S&OP to senior management
2. Understand the roles & responsibilities of sales & marketing and operations
3. Link operational planning to business plan

S&OP PPT DESCRIPTION

Read Marcus Overview

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MARCUS OVERVIEW

This synopsis was written by Marcus [?] based on the analysis of the full 60-slide presentation.

Executive Summary
The Sales & Operations Planning (S&OP) Presentation is a comprehensive resource designed to enhance organizational efficiency and strategic alignment across various business functions. Developed by a Lean pioneer and certified LSS Master Black Belt, this PowerPoint deck provides a structured approach to S&OP, detailing processes that integrate sales forecasts, production planning, and inventory management. Users will gain insights into the S&OP framework, enabling them to create actionable plans that align with business objectives and improve operational performance.

Who This Is For and When to Use
•  Executives and senior management overseeing strategic planning and operational efficiency
•  Sales and marketing teams responsible for demand forecasting and activity planning
•  Supply chain managers focused on inventory management and production scheduling
•  Finance professionals involved in budgeting and resource allocation

Best-fit moments to use this deck:
•  During quarterly or monthly business reviews to align sales and operational strategies
•  In training sessions for teams new to S&OP processes
•  When launching new products or initiatives that require cross-functional coordination

Learning Objectives
•  Define the S&OP process and its significance in achieving business objectives
•  Develop an integrated sales plan that aligns with production and inventory targets
•  Implement effective demand forecasting techniques to enhance accuracy
•  Establish a collaborative framework for cross-functional communication and decision-making
•  Analyze performance metrics to identify gaps and drive continuous improvement
•  Create a structured agenda for S&OP meetings to ensure effective outcomes

Table of Contents
•  Introduction to S&OP (page 3)
•  Benefits of S&OP (page 5)
•  Sales and Marketing Activity Planning (page 10)
•  Demand Forecasting Techniques (page 15)
•  Supply Planning Overview (page 20)
•  Pre-S&OP Review Process (page 25)
•  Executive S&OP Meeting Structure (page 30)
•  Implementation Steps for S&OP (page 35)
•  Case Study: Mainland Products Limited (page 40)
•  Key Takeaways and Recommendations (page 50)

Primary Topics Covered
•  S&OP Definition - S&OP is a company-wide process that integrates sales forecasts with supply chain management to achieve competitive advantage.
•  Benefits of S&OP - The S&OP process improves operational efficiencies, enhances communication, and provides forward visibility for better decision-making.
•  Sales and Marketing Activity Planning - This involves creating an unconstrained sales plan based on demand forecasts and input from sales and marketing teams.
•  Demand Forecasting Techniques - Effective forecasting methods are discussed, focusing on maximizing accuracy and minimizing stockouts.
•  Supply Planning Overview - The supply plan must align with the sales forecast, ensuring that production capabilities meet demand requirements.
•  Executive S&OP Meeting Structure - This outlines the decision-making process for approving sales and operational plans, ensuring alignment across departments.

Deliverables, Templates, and Tools
•  Sales and operations planning spreadsheet template for tracking forecasts and actuals
•  Demand forecasting model to analyze historical data and predict future sales
•  Supply planning checklist to ensure alignment with sales forecasts
•  Meeting agenda template for S&OP sessions to facilitate structured discussions
•  Performance metrics dashboard for monitoring key indicators such as forecast accuracy and order fulfillment

Slide Highlights
•  Overview of the S&OP process, illustrating key linkages between sales, marketing, and supply chain
•  Benefits slide detailing how S&OP enhances operational efficiency and reduces surprises
•  Demand forecasting techniques slide emphasizing the importance of accurate data analysis
•  Case study slide showcasing successful implementation of S&OP at Mainland Products Limited
•  Key takeaways slide summarizing the main points for easy reference

Potential Workshop Agenda
S&OP Introduction Session (90 minutes)
•  Overview of the S&OP process and its importance
•  Discussion on roles and responsibilities in the S&OP framework
•  Introduction to demand forecasting techniques

Sales and Marketing Alignment Workshop (120 minutes)
•  Review of current sales forecasts and marketing plans
•  Collaborative session to develop an integrated sales plan
•  Identification of potential challenges and solutions

Supply Planning and Execution Meeting (90 minutes)
•  Presentation of supply plan based on sales forecasts
•  Discussion on capacity constraints and resource allocation
•  Finalization of the production schedule for the upcoming period

Customization Guidance
•  Tailor the sales and operations planning spreadsheet to reflect specific product families and categories
•  Adjust the meeting agendas to fit the unique structure and culture of your organization
•  Incorporate company-specific performance metrics into the dashboard for better tracking

Secondary Topics Covered
•  Role of finance in S&OP and its impact on budgeting
•  Importance of cross-functional collaboration in the S&OP process
•  Techniques for managing new product introductions within the S&OP framework
•  Strategies for improving forecast accuracy and reducing write-offs

Topic FAQ

What are the typical stages included in an S&OP process?

Typical S&OP stages include Sales & Marketing Activity Planning (SMAP), demand forecasting and management, supply planning and capacity planning, Pre-S&OP review, Executive S&OP decision meetings, and an implementation phase. The referenced deck organizes these into a structured flow culminating in a documented 10-step implementation process.

How often should an S&OP process be reviewed to remain effective?

The S&OP process should be reviewed regularly to respond to market and operational changes; the material recommends review at least monthly to adapt plans and update forecasts. The deck specifically notes monthly S&OP reviews as a minimum cadence.

Which tools and practices help improve demand forecasting accuracy?

Improving forecast accuracy involves cleaning historical data, removing anomalies, incorporating market intelligence, and using forecasting systems and lean forecasting techniques. Practical tools include a demand forecasting model and a sales and operations planning spreadsheet template for tracking forecasts versus actuals.

How should I structure an Executive S&OP meeting to drive decisions?

An Executive S&OP meeting should review sales forecasts, supply capabilities, performance metrics, and surface decisions or trade-offs for final approval. Use a clear agenda and dashboard to guide discussion; the Sales & Operations Planning Presentation includes an Executive S&OP meeting structure and a meeting agenda template to support this.

What should I prioritize when choosing an S&OP toolkit for my company?

Prioritize inclusion of demand forecasting tools, a planning spreadsheet for forecasts vs. actuals, supply planning checklists, a meeting agenda template, and performance metrics dashboards to monitor forecast accuracy and inventory. The Sales & Operations Planning Presentation explicitly bundles these elements for workshop use.

How long are typical S&OP workshop sessions and what formats work?

Workshops can be modular: an S&OP introduction session of about 90 minutes, a sales & marketing alignment workshop of about 120 minutes, and a supply planning/execution meeting of about 90 minutes. The product provides these sample session formats and timings for workshop planning.

What role does finance play in an effective S&OP process?

Finance contributes by translating forecasts into budgeting and resource allocation implications, tracking financial impacts of inventory and write-offs, and reviewing performance metrics to inform decision making. Key finance-focused metrics include forecast accuracy, inventory levels, and write-off amounts.

After launching a new product, which S&OP elements should I focus on first?

Prioritize Sales & Marketing Activity Planning to establish an unconstrained sales plan, demand forecasting at the appropriate aggregation level, capacity planning to confirm production feasibility, and a Pre-S&OP review to surface issues before executive approval. The deck addresses new product introductions and recommends focusing on the SMAP cycle and Planning Time Fence.

Document FAQ
These are questions addressed within this presentation.

What is the primary purpose of S&OP?
S&OP aims to align sales forecasts with supply chain capabilities, ensuring that the organization can meet customer demand efficiently.

How often should the S&OP process be reviewed?
The S&OP process should be reviewed at least monthly to adapt to changing market conditions and operational realities.

What are the key components of an effective S&OP meeting?
An effective S&OP meeting includes a review of sales forecasts, supply capabilities, performance metrics, and decision-making on any necessary adjustments.

How can demand forecasting accuracy be improved?
Improving demand forecasting accuracy involves analyzing historical data, incorporating market intelligence, and regularly updating forecasts based on real-time information.

What is the role of marketing in the S&OP process?
Marketing is responsible for providing insights on market trends and customer preferences, which are critical for developing accurate sales forecasts.

What challenges might arise during S&OP implementation?
Challenges include resistance to change, lack of understanding of the process, and difficulties in cross-departmental communication.

How can organizations ensure successful S&OP implementation?
Success can be achieved through training, clear communication of roles, and establishing a culture of collaboration and accountability.

What metrics should be tracked in the S&OP process?
Key metrics include forecast accuracy, order fulfillment rates, inventory levels, and write-off amounts.

Glossary
•  S&OP - Sales and Operations Planning, a process for aligning sales forecasts with supply chain management.
•  Demand Forecasting - The process of predicting future customer demand based on historical data and market trends.
•  Supply Planning - The process of ensuring that production capabilities align with sales forecasts.
•  Executive S&OP Meeting - A high-level meeting where key decisions regarding sales and operations plans are made.
•  Pre-S&OP Review - A preparatory meeting to address potential issues before the executive S&OP meeting.
•  Performance Metrics - Measurements used to assess the effectiveness of the S&OP process.
•  Collaboration - The act of working together across departments to achieve common goals.
•  Capacity Planning - The process of determining production capacity needed to meet changing demands for products.
•  Inventory Management - The supervision of non-capitalized assets (inventory) and stock items.
•  Market Intelligence - Information relevant to a company's markets, including customer preferences and competitive analysis.
•  Write-Offs - Inventory that cannot be sold and must be removed from financial records.
•  Forecast Accuracy - A measure of how closely actual sales match predicted sales.

Source: Best Practices in S&OP PowerPoint Slides: Sales & Operations Planning Presentation PowerPoint (PPT) Presentation Slide Deck, OpEx Academy NZ

$39.00

This presentation is developed by a pioneer in Lean and certified LSS Master Black Belt who has trained over 5,000+ students globally, from Directors, CEOs, GMs, to shop floor staff. He's endorsed by CMI Consortium, NZTE, HERA, NZPICS, CBAFF.

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