CILT Endorsed Sales and Operations Planning (S&OP)

Program Overview

Sales and operations planning gives leadership one agreed plan that balances demand, supply, inventory and financial targets. This course approaches S&OP from a supply chain and logistics perspective: building the monthly cycle from portfolio and demand review through supply and capacity review, pre-meeting reconciliation and the executive meeting. It covers forecasting and demand sensing, capacity, inventory and distribution planning, scenario analysis, financial integration and the move toward integrated business planning, with examples from manufacturing, distribution and energy supply chains in the Gulf.

Learning Outcomes

• ✓Design a monthly S&OP cycle with defined steps, inputs, outputs, owners and calendar.
• ✓Prepare a consensus demand plan and measure forecast accuracy and bias using MAPE and tracking signals.
• ✓Develop a constrained supply plan that reflects production, procurement, warehouse and transport capacity.
• ✓Set inventory targets by product family and assess their impact on service levels and working capital.
• ✓Present demand-supply gaps and scenarios to an executive S&OP meeting for decision.
• ✓Assess S&OP process maturity and define a roadmap toward integrated business planning.

Target Audience

• Supply chain and logistics managers
• Demand and supply planners
• Operations, production and warehouse managers
• Commercial and finance staff participating in the planning cycle

Detailed Program Modules

Training Methodology

Applied Project & Assessment