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Sales and Operations Planning Workshop

Understanding the components of the S&OP process is one thing, but actually conducting the 5 Step S&OP process is another. The one-day S&OP Workshop fills this gap by providing participants an opportunity to perform a simulated S&OP process from beginning to end. Based on a company case study, participants will be using excel spreadsheets and graphs to conduct the 5 Step S&OP process in make-to-stock and make-to-order environments. The focus is on S&OP teams who will be responsible for defining product families, developing the demand and supply plans, and problem solving.

Through classroom discussion and practical, hands-on exercises the S&OP Workshop 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.

Please note: Principles of Sales and Operations Planning is a prerequisite to this workshop


APICS Member: $599
APICS Non-Member: $699


Dates and Locations

S&OP Workshop Prerequisites and the APICS S&OP Education Certificate

To attend the S&OP Workshop, participants must have attended the one-day APICSS&OP Seminar that provides them with the necessary foundations of S&OP.

The workshop counts for 5 elective contact hours towards the APICS S&OP Education Certificate.

Seminar Materials

Participants will receive a course workbook. The workbook will provide the following:

  • full text providing detail information for the topics discussed
  • all PowerPoints used during the seminar
  • all exercises discussed in the class

Participants will also receive all of the Excel spreadsheets used during the course of the class.