To deploy a successful Sales and Operations Planning Process, we have built a simple survey-like questionnaire Sales and Operations Planning Process Self-Assessment tool in Excel which you can download and share with your teams as well!
This Sales and Operations Planning Process Self Assessment tool will help you as a guide to identify which one of the below-listed process elements is considered as a gap in your business.
Sales and Operations Planning Process is on the key process in supply chain planning hierarchy.
You can refer and study to these Top 7 Sales and Operations Planning (S&OP) Books (https://www.scmdojo.com/sales-and-operations-planning-books/) to close the Sales and Operations Planning Process Gaps or you can email me, I will try to help!
The tool has 29 questions under below mentioned 6 categories:
1. S&OP Process Policy and Documentation
2. S&OP Organization, Meetings, and Collaboration
3. S&OP Plan Integration, Planning Horizon and Scope
4. Measurements- Use of KPI in S&OP Process
5. The maturity of 5 Step S&OP Process on Scale of 1-5 (1- Lowest & 5 Highest)
6. S&OP Advance Stage Questions
These download files include both Sales and Operations Planning Process - Self Assessment file in Excel and also in Word document (text only) so that you can customize as per your organization requires.
If you want to learn where S&OP as Planning process sits - you will find my vlog - 5 Levels of Supply Chain Planning - https://www.youtube.com/watch?v=A-4V5vQ8dw8