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APICS Operations Management Body of Knowledge Framework, Third Edition

In 2007 and 2008, the members of the APICS Body of Knowledge Professional Development Committee, the Operations Management Body of Knowledge Subcommittee, and generous volunteers laid the groundwork for the first edition of the APICS Operations Management Body of Knowledge (OMBOK) Framework. Their shared goal was to create a high-level document outlining the scope of the field of operations and supply chain management—a reference guide for the profession.

The APICS OMBOK Framework can be read from cover to cover or in individual sections. Each topic stands alone; but in sum, they represent operations management as a professional discipline and filed field of study. The document is not intended as a study aid or replacement for certification exam preparation materials. It is, as its titles suggests, a framework for the body of knowledge that APICS The Association for Operations Management is committed to impart to its members, customers, and partners for the betterment of the field of operations and supply chain management.

When the first edition of the APICS OMBOK Framework was released, it was the firt work of its kind. The second edition, released in 2009, included a set of appendices compiled from the results of a pair of surveys of operations and supply chain management professionals, as well as professionals in the non-manufacturing industries of distribution, health care, retail, utilities, and hospitality. The mapping of these job functions to relevant APICS OMBOK Framework topics expanded the reach of the document and provided real-world applicability. A comprehensive index also was added, codifying the concepts and terms of the document and making it more accessible.

The field of operations and supply chain management is changing constantly, and APICS is committed to evolving the profession and keeping its members and customers current. To that end, the third edition of the APICS OMBOK Framework contains expanded sections on sustainability and risk management. This edition also includes other features for easier reading, including an updated index and alignment with the APICS Dictionary, 13th Edition.

As operations and supply chain management continues to evolve, the APICS OMBOK Framework will continue to be revised and updated to match the new knowledge and trends developed by practitioners on the leading edges of the field.

It is my heartfelt pleasure to introduce the third edition of the APICS Operations Management Body of Knowledge (OMBOK) Framework. In the years since its first publication, the APICS OMBOK Framework has created a standard for the scope of knowledge of the field of operations and supply chain management. But there still is a journey ahead of us.

We must continue our work to raise the level of awareness of the operations and supply chain management topics that comprise the APICS OMBOK Framework. I hope that many of you share in my vision that someday, we will raise the level of general understanding of our field and it will be recognized as a profession on a par with accountant or architect. To accomplish this, there must be a strong understanding of the scope of the field and what needs to be known to be considered an expert. The APICS OMBOK Framework goes a long way toward defining this scope.

In the third edition, we expanded on the two major topics of sustainability and risk management. Sustainability relates to the impact our decisions have on people and the planet. The idea that profit alone should dominate a firm’s decisions has given way to the expanded view that the fragile resources of our world need to be preserved and fair labor practices need to be used. All operations and supply chain professionals should recognize these norms.

Risk management addresses the mitigation of the threats inherent in supply chains. Many of the most popular cost-saving ideas also are the most risky. In methodologies such as lean management, where inventory in supply chains is minimized, the risk associated with disruptions potentially increases. Similarly, there may be increased risk associated with global versus single sourcing and using distribution hubs. When making these types of decisions, business leaders must evaluate from a risk perspective. They must assess potential impacts and enact risk mitigation strategies.

We look forward to learning your thoughts about the third edition of the APICS OMBOK Framework. Please feel free to take a moment and complete the feedback form at the end of this document. What should be expanded on or added in the future? We are not looking for buzzwords or ideas that are only applicable to a specific industry; rather, we seek fundamental concepts that can be used to create real value within our supply chains. Your ideas will help shape the structure of the APICS OMBOK Framework in the years to come.

F. Robert Jacobs, PhD
Professor of Operations and Supply Chain Management
Indiana University

2008 APICS Body of Knowledge Professional Development Committee
Daniel Castle, CFPIM, CIRM, CSCP,Chair; Alan Dunn, CPIM; Karen Eboch, CSCP; Jim Greathouse, CPIM; F. Robert Jacobs,Ph.D.; Erik Larson, Ph.D.; Ted Lloyd, CPIM; Sibyl Melin, CPIM, CIRM, CSCP; Peter W.Stonebraker, Ph.D., CFPIM; Chad Stricklin; Jack Swaim

2011 APICS Body of Knowledge Professional Development Committee
Ann Gatewood, CFPIM, CIRM, CSCP; Janice Gullo, CFPIM, CSCP; Sybil Melin, CPIM,CIRM, CSCP; Mel Nelson, CFPIM, CIRM, CSCP; Glen Sieja, CSCP; Nicholas Testa, CFPIM,CIRM, CSCP; Donald Sheldon, Chair, CFPIM, CIRM, CSCP; Abhiram Jayaram; Joseph Witkowski,CPIM, CSCP; Bill Lee, CFPIM; Chad StricklinOMBOK SubcommitteeDaniel Castle, CFPIM, CIRM, CSCP

OMBOK Subcommittee
Daniel Castle, CFPIM, CIRM, CSCP
Vice President of Business Excellence and Corporate Quality Head
Tata Communications
Mumbai, India

Karen Eboch, CSCP
APICS BGSU Chapter Faculty Advisor
Department of Management
Bowling Green State University
Bowling Green, Ohio

F. Robert Jacobs, Ph.D.
Chase Faculty Fellow
Professor of Operations Management
Kelley School of Business
Indiana University
Bloomington, Indiana

Chad Stricklin
Merchandise Supply Chain Manager
The Disneyland Resort
Anaheim, California

Section Authors
Preston Blevins, CFPIM, CIRM, CSCP
Bob Collins, CFPIM, CIRM, CSCP
Brian Dreckshage, CFPIM
Howard Forman, CIRM, CSCP
Richard Graff, CFPIM
Anne Haberkorn, CFPIM, CIRM, CSCP
F. Robert Jacobs, Ph.D.
Rick Leach, CPIM, CSCP
William R. Leedale, CFPIM, CIRM, CSCP
Daniel S. Marrone, Ph.D., CFPIM, CIRM
Susan A. Neff, CPIM, CIRM, CSCP
John S. Newlyn, CFPIM, CIRM, CSCP
Fran Scher, Ph.D.
Joseph Schriever, CIRM, CSCP
Donald Sheldon, CFPIM, CIRM, CSCP
Stephen Shiffer
Joseph Walden, CFPIM
Timothy Wilson, CFPIM, CIRM, CSCP


Daniel Castle, CFPIM, CIRM, CSCP;
F. Robert Jacobs, PhD

Karen Eboch, CSCP; William R. Leedale, CFPIM, CIRM, CSCP; Fran Scher, Ph.D.; Peter W. Stonebraker, PhD, CFPIM; Roly White, CFPIM, CIRM, CSCP