Industry Forum

Sales & Operations Planning (S&OP) Essentials

Course Overview:  

This introductory Sales & Operations Planning Course gives participants an opportunity to gain a greater understanding of the Sales & Operations Planning process from beginning to end. You will be introduced to the fundamentals of the S&OP process in make-to-stock and make-to-order environments. The focus is on S&OP teams and companies who aspire to introduce the process to their organisations.

Sales & Operations Planning is the single process to engage all functions in creating aligned, forward looking plans and making decisions that will optimise resources so as to achieve a balanced set of goals. It provides a single environment for optimally synchronising demand, inventory, and supply plans and is the key enabler in supporting the business in meeting costs, revenue and profit objectives.


Who Should Attend: 

As S&OP affects all aspects of the business operations this course is suitable for many to give a basic understanding of the theory and applications for each business function. 

We suggest those involved from:

  • Supply Chain
  • Procurement
  • Sales
  • Finance
  • Operations

Certification: 

Upon completion of the course you will receive an Industry Forum Principles of Sales & Operations Planning Essentials Certificate.

Benefits and Learning Objectives: 

Through classroom discussion and practical, hands-on exercises the S&OP Course will enable participants to:

  • Explore in detail how to use the five step S&OP process
  • Use a hands-on approach that emphasizes simulated problem solving and team collaboration
  • Assemble agendas and conduct S&OP meetings
  • Apply S&OP grids to perform simulations
  • Arrive at a successful S&OP process output that can be used to drive marketing, sales, and operations until the next S&OP meeting

By the conclusion of the workshop, participants will acquire a basket of practical tools to make their S&OP programs work more smoothly, enhance forecast accuracy, increase productivity, and reduce operational costs.


Topics Covered: 

  • S&OP Foundations
  • Define sales and operations planning (S&OP)
  • Understand how S&OP supports the business
  • Identify S&OP planning inputs
  • Identify S&OP historical input data
  • Summarise S&OP outputs
  • Understand the S&OP process

Introduction to IF

We have been delivering significant and measurable performance improvements for leading global manufacturers for more than 25 years and believe there is no one size fits all approach to driving competitiveness across the industry. Toyota, Rolls Royce and Electrolux are among the brands who have tapped into our expertise to ensure they remain on top in their own fiercely competitive markets.

Why Choose Industry Forum: 

Industry Forum is an approved APICS Channel Partner offering a comprehensive range of Supply Chain training, audit and consultancy services.

Industry Forum helps major global manufacturers understand, optimise and improve both manufacturing capability and business performance.

An integrated team of consultants and practitioners – all seasoned expert engineers with multi-sector manufacturing experience – Industry Forum brings together a world-class combination of improvement competency, insight, process and best practice.

Spanning automotive, aerospace, consumer appliance, electronics and food sectors, for over 20 years Industry Forum has planned and delivered some of the world’s most consistent and successful transformations for business-critical manufacturing operations.

Our trainers are expert practitioners in Supply Chain Management with hands-on industrial experience and highly developed communication skills. They have a wealth of technical expertise and often provide on-site advice and coaching. During every course we will encourage collaboration and sharing of practical experiences, ensuring learning can be put into context and empowering delegates to apply their new skills successfully in their workplace as well as making sustainable improvements.


Course booking details: 

Leading Expertise
We don’t employ “trainers”, rather a team of experienced industry experts who are able to apply their knowledge to your business

Proven Capability
We have been helping organisations like yours for over 25 years to deliver and maintain sustainable improvement

Attainable Results
We know what’s possible and how to help you achieve it by utilising our tried and tested techniques for long term success

Robust Execution
We believe that training should be through a ‘learn by doing’ approach with coaching and mentoring wherever possible

Date & Time Venue Cost Availability Take Action
07 Oct 2021 - 07 Oct 2021
08:30 AM - 04:30 PM
Birmingham, United Kingdom £349 Yes Book
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