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Course: Sales and Operations Planning

Duration: 2 days; registration at 8:00 AM day one, class begins at 8:30 AM; class ends at 4:00 PM final day.

Overview: Many detail plans optimize departmental performance at the expense of the overall profitability of the business. Sales and operations planning, properly viewed as a process and not a one-time event, brings together the demand planning, supply planning, finance and new product introduction functions to produce a consensus family level plan that provides the company roadmap for more detailed processes and helps eliminate the conflict between sales and manufacturing present in many companies.

Who should attend: Division general management, supply chain managers, sales and marketing managers, new product managers, controllers and finance managers

Agenda:

Defining the S&OP process

• Defining goals, outputs and appropriate product families

• Determining who will attend and their responsibilities

• Typical steps in the monthly S&OP cycle

• Generating meaningful aggregate performance measurements

Preparing for the executive S&OP

• Gathering and summarizing relevant data from base systems

• Demand and supply preview meetings

• Problem resolution/proposing alternatives

• Requirements from new product introductions

The executive S&OP meeting

• Reviewing last month's actuals vs. plan and the impact on the forward plan

• Inventory 'ownership' by sales and manufacturing

• Working the exceptions

• Reaching consensus on demand, supply and financial plans

• Using the S&OP to support the business plan

Working with the consensus plan

• Publishing and creating visibility

• Aligning detail plans with the S&OP

• Managing exceptions and evaluating cross-functional impacts

• Steps in implementing new S&OP processes

Each area includes: Typical policy issues, glossary, case study or exercise.

Fee: $925 US for 2 days; $775 per person when 2 or more attend from same company. Includes materials and handouts, continental breakfast, lunch and coffee service but not dinner, lodging or transportation.

Registration options:                    registration form

• Call (770) 649-7852 to register and pay by credit card

• Print and mail the registration form with check (US funds only) or credit card information to:

Bridgefield Group Inc.
Attn: Registration
270 Lakeview Ridge East
Roswell, GA 30076

• Print and fax the registration form with credit card payment information to (770) 649-7853

For additional information or questions contact:

education@bridgefieldgroup.com