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3-day Sales and Operations Planning Workshop - Virtual

  • Dates: 19 – 21 Oct, 2020
  • Location: United States


Monday and Tuesday, Oct 19 and Oct 20, 2020
12:00 p.m. - 2:00 p.m. ET

Wednesday, Oct 21, 2020
12:00 p.m. - 3:00 p.m. ET


This event will take place as a private Zoom meeting.

Please view list of system requirements for using Zoom Desktop Client on Windows, macOS, and Linux. 

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


About the Event

You will receive access to the event shortly before it begins via a link sent to the email address on file with ASCM. 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 uses 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.

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

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

The workshop counts for 5 elective contact hours towards the 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.



Zampello Photo 2020
Anthony Zampello, CPIM, CIRM, CSCP
S&OP Evangelist and Instructor | ASCM

After a long career in manufacturing and materials management, Anthony Zampello, now serves as a consultant, educator, and trainer to the operations and materials management profession across multiple industries. Over 30 years, he has worked with a range of industries, products, and market environments, managing programs and initiatives that include S&OP and ERP implementations, lead time reduction, offshore sourcing, reorganization of materials management, and inventory reduction. He has consulted and taught across the United States and in Mexico, the United Arab Emirates, Netherlands, China and Great Britain. A S&OP subject matter expert, Anthony participates in APICS exam committees, training sessions and speaking engagements. He has held various leadership positions in APICS and is an adjunct instructor for CPIM and CSCP at Fox Valley Technical College.


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

Cancellation, Refund, and Transfer Policy for Events

  • Requests for cancellation of registration must be made in writing and emailed to no later than 14 days prior to the event. APICS will charge a 15% processing fee on all refund requests. Refunds will not be given for failure to attend, late arrival or early departures, or requests made within 14 days of the event.
  • All transfers to a different seminar date will be subject to a 15% processing fee. No date transfers will be accommodated within 14 days of the event.
  • Registrants may transfer registration to another name up to 2 days before the event; please submit your request in writing to

APICS reserves the right to cancel or reschedule any training or event at its discretion. Registrants will be notified personally and given the opportunity to reschedule or have their full registration fees reimbursed.

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