Sales and Operation Planning (S&OP)

A Professional Training Course On:

Sales and
Operation Planning (S&OP)

Synchronising Commercial Demand with Supply Chain Strategy

★★★★★ 4.0 (2,893)

Course Schedule

About This Sales and Operation Planning (S&OP) Training Course

Sales and Operation Planning (S&OP) training course provides senior decision-makers with the strategic frameworks required to harmonise market demand with operational capacity. Modern commercial success depends on the seamless convergence of revenue generation, inventory allocation, and production capabilities. By exploring advanced cross-functional governance, this executive learning experience equips leadership to eliminate functional silos, mitigate enterprise risk, and establish robust integrated business planning structures. Organizations that master these mechanisms gain a distinct competitive advantage through optimized asset utilization, superior customer responsiveness, and maximized capital returns.

This comprehensive curriculum addresses the full lifecycle of enterprise synchronization, from technological integration to cultural change management. Participants examine the intricate relationships between long-range market forecasting, working capital optimization, and strategic capacity management within dynamic global supply chains. By developing sophisticated risk management strategies and scenario planning protocols, leaders learn to protect operating margins and ensure sustainable corporate resilience.

Expected Outcomes

The Sales and Operation Planning (S&OP) training course equips leaders with actionable frameworks to drive enterprise alignment, optimize working capital, and elevate executive decision-making.

  • Build robust cross-functional governance structures that seamlessly align commercial strategy with operational execution.
  • Optimize working capital management by integrating advanced inventory strategies and demand management models.
  • Evaluate enterprise vulnerability by incorporating structured risk management protocols into strategic planning cycles.
  • Formulate agile supply strategies capable of absorbing demand volatility while preserving target operating margins.
  • Measure organizational performance accurately against global integrated business planning maturity benchmarks.
  • Enhance executive consensus building by establishing unified data models across finance, operations, and marketing.

This Course is Best For

Attending the Sales and Operation Planning (S&OP) training course will provide immediate strategic value to executive leadership and senior functional heads responsible for cross-departmental integration.

  • Chief Operating Officers
  • Supply Chain Directors
  • Demand Planning Managers
  • Supply Chain Operations Managers
  • Commercial Directors
  • Inventory Strategy Managers
  • Financial Planning and Analysis (FP&A) Directors
  • Procurement Directors

Training Method

The learning strategy employed throughout the Sales and Operation Planning (S&OP) training course focuses on practical executive application, guided peer dialogue, and high-impact strategic reflection. Through structured instructor guidance and collaborative problem-solving, participants challenge existing operational paradigms and formulate tailored execution strategies for their respective enterprises.

Interactive decision-making simulations and rigorous group analysis enable leaders to test strategic interventions in real time. This peer-driven knowledge sharing fosters a sophisticated environment where participants evaluate complex demand-supply trade-offs, refine leadership communication, and return to their organizations prepared to lead transformational change.

Course Outline

Day 1:S&OP overview
  • Evolution of ERP and role of S&OP
  • The S&OP Journey
  • End to End Supply Chains
  • Technology in S&OP
  • S&OP Process
  • Definitions of S&OP
Day 2:Demand Management
  • The Nature of Demand
  • Forecasting
  • Calculating Forecasts
  • Forecast Management
  • Uses of Forecasts
  • Forecasting Exercise
Day 3:Inventory Management
  • Why do we need Inventory?
  • Types and Functions of Inventory
  • Financial Considerations of Inventory
  • Setting Inventory Levels
  • Reorder Processes
  • Inventory Management Exercise
Day 4:Supply Management
  • Strategic Supply Decisions
  • Time Fences and How to Manage them
  • Linking Supply to S&OP                              
  • Capacity Issues
  • Scheduling
  • Supply Exercise
Day 5:Putting it all together
  • Risk Management
  • Risks Potential and Realized
  • Categorising Risk
  • Reducing Risk
  • Risk Exercise
  • S&OP Exercise

Certificate

  • The 360 Leaders Certificate of Completion for delegates who attend and complete the course

Our Collaboration

Anderson Copex Coventry

Would you like to take this course as a team?

Sales and Operation Planning (S&OP) FAQs

This training course provides senior executives with the strategic tools required to break down departmental silos, align financial goals with operational realities, and drive profitable growth across the entire enterprise value chain.  

Participants return with frameworks that can be implemented directly into their organization's governance cadences, improving demand forecast accuracy, optimizing inventory levels, and establishing clear cross-functional accountability.  
By aligning demand and supply functions under a unified strategic plan, organizations reduce operational waste, enhance customer service delivery, protect profit margins, and maximize return on invested capital.  
Developing expertise in enterprise-wide operational integration positions leaders for high-level executive responsibilities by expanding their strategic perspective beyond single-function management to holistic corporate leadership.  
A foundational understanding of commercial operations, financial planning, or supply chain functions is recommended to fully engage with the executive-level strategies and high-level decision-making models presented.  
Leaders acquire immediate capability in evaluating organizational planning maturity, constructing balanced demand-supply scenarios, and establishing effective executive review cadences within their management teams.  

Can’t find what you are looking for?

Contact us and we will be pleased to assist you.