S&OP Maturity Assessment – Excel XLSX

MATURITY MODEL EXCEL DESCRIPTION

S&OP Maturity Assessment is an Excel template (XLSX) available for immediate download upon purchase.

Most S&OP assessments measure the wrong thing.

They count meetings. They check whether a monthly cadence exists, whether the five steps are on the calendar, whether the deck gets produced. None of that tells you whether the process is any good.

The real test is different: does your S&OP process consistently produce timely, cross-functional decisions? A company can hold every meeting on schedule and still be immature if each meeting is mostly status reporting. Maturity is about decision quality – not meeting attendance.

The DecisioChain S&OP Maturity Assessment tool gives you the complete system to find out where you actually stand, and a step-by-step roadmap to get to the next level.

This Is Not a Static Checklist

The Assessment Workbook is a live scoring engine. Enter your scores across 78 criteria and the workbook automatically calculates your weighted maturity score across all 12 dimensions, generates a radar profile of current versus target, ranks your biggest gaps by weighted priority, and populates an Action Plan tab that tells you exactly what to fix first.

What's in the S&OP Maturity Assessment Workbook (6 tabs)

•  A 5-sheet scoring engine that turns honest answers into a clear, actionable picture of your S&OP process.
•  Assessment tab – 78 criteria across 12 dimensions, scored 1–5 using dropdowns. Score against what actually happens each cycle, not what is intended or written in a procedure
•  Score Summary tab – Auto-calculates your weighted maturity score per dimension, current vs. target gap, radar chart of your profile, and ranks dimensions by weighted gap so you know where to focus
•  Action Plan tab – Auto-populates your top two priority dimensions ranked by weighted gap, with the exact next moves from the Playbook already surfaced. Complete the Assessment and this fills in automatically
•  Reference tab – The five-level maturity scale (Reactive → Defined → Integrated → Optimized → Adaptive) with descriptions for every level
•  Playbook Data tab – The corrective action library that powers the Action Plan: level-by-level moves, quick wins, and success signals for all 12 dimensions

How to Get the Most From It
•  Score as a cross-functional group – the disagreements between functions are as valuable as the scores themselves
•  Score against what actually happens, not what is intended or written in a procedure
•  Set realistic targets – not every dimension has to reach Level 5. The right target depends on your complexity, growth strategy, and business model
•  Weight what matters – adjust dimension weights on the Score Summary tab to reflect your priorities
•  Start with the Action Plan tab – it tells you where to focus before you read anything else

Source: Best Practices in Maturity Model, S&OP Excel: S&OP Maturity Assessment Excel (XLSX) Spreadsheet, DecisioChain