APICS is the premier professional association for supply chain management.

Principles of Sales and Operations Planning (S&OP)


Tuesday, November 12, 2013
9:00 a.m.-5:00 p.m. CT
Chicago, Illinois

This seminar is designed to assist beginning as well as experienced managers and planners to acquire a firm understanding of the principles and functions of sales and operations management planning (S&OP). Participants will be presented with a full discussion on the elements of data collection, performing demand and supply planning, and conducting the pre- and executive S&OP meetings. The seminar concludes with a review of the major planning outputs and how they fit into the S&OP process. Topics associated with sales and marketing planning, the production planning process, resource requirements planning, inventory planning, production planning, and distribution planning will be discussed.

Seminar Objectives:

Through classroom discussion and practical, hands-on exercises this seminar will provide today’s sales and operations planner with answers to several key questions, including:

¨      What is Sales and Operations Planning (S&OP)?

¨      What are the inputs needed to effectively develop the S&OP process?

¨      What does the S&OP planning grid look like and how are the data elements calculated?

¨      What are the outputs from the S&OP process?

¨      How does the S&OP process translate into the production plan?

¨      How does the S&OP process translate into the inventory plan?

¨      What impact will the S&OP output have on the distribution plan?

By the conclusion of the seminar, managers and planners will acquire a basket of practical tools to enable their organizations to run more efficiently, increase productivity, and reduce operational costs.

Speaker: Dr. David Ross, PhD, CFPIM, CSCP
Senior Manager - Professional Development at APICS.

David Ross, PhD, CFPIM, CSCP, has been a frequent speaker at industry conferences. Currently, Ross is senior manager of professional development for APICS The Association for Operations Management. A recognized enterprise resources planning (ERP) and supply chain management (SCM) industry expert, Ross has spent more than 35 years in manufacturing, distribution, and ERP/SCM system consulting, education program management, internal professional development, e-learning tools development, and education program administration. In addition to many articles related to supply chain management, Ross has published six books. 


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