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Sales and Operations Planning

The S&OP process consists of coordinating sales forecasts, demand plans, and capacity planning to arrive at an agreeable plan. In this Virtual Classroom course, learn how your organization can prepare for changes in market demand, supplier capabilities and competition by integrating the sales and operations functions.

Member Price: $1,399.00

List Price: $1,699.00
VIRTUAL CLASS

Date

May 11-12, 2021

Add To Calendar 5/11/2021 10:00:00 AM 5/12/2021 6:00:00 PM ET Sales and Operations Planning Online

Location

Online
Format
Virtual Class
CEH Credits
14.0
Product Code
VC-4450-21

Additional Information

Presenters

Prior to starting his own firm in 1991, William Agee, C.P.M., C.E.M, CMN, CPE, CPP, CPIM, SSBB, was a vice president in a large international management, consulting, and educational firm specializing in world class education, financial reviews and audits, procurement service, quality management, manufacturing and human resources. Agee has been involved in purchasing and materials management at various levels for over 30 years. His purchasing experience includes governmental (federal and state), wholesale, retail, service, industrial and manufacturing.

Previously, Agee was the Manager of Purchasing and Contract Administration at Allergen, Inc., a Fortune 300 corporation, which manufactures pharmaceutical and over-the-counter eye care products. While in residence, he also became familiar with the manufacturing and planning process for the 17 different lines of production both for their domestic operations as well as their international branches. Agee was also contracts manager for a large Department of Energy project where he oversaw the contracts development and management.

Additionally, Agee taught for Baylor University in the areas of purchasing and materials management. He developed a computerized purchasing simulation program entitled The Smart Buyer to provide realistic perspective of marketplace fluctuations and potential results. In addition, he has developed over 172 educational programs for organizations primarily focused in the areas of SCM, contracting and purchasing. He is the 2005 ISM Award Winner of the Howard W. Cosgrove Award for outstanding contribution to the profession.

Agee holds degrees in marketing and management. He is affiliated with many companies and organizations including the American Wholesale Marketers Associations, CIBA-Geigy, Allergen, Inc., American Contract Manufacturers Association (AMCON), The Fritz Company, Inc., Diamond Shamrock Corporation, Kodak, Medtronics Interventional Vascular. He is a CPE and CPP, both certified by the American Purchasing Society (APS) and a C.P.M. by the Institute for Supply Management (ISM). He has also been certified for the Certified Production and Inventory Manager by the American Society of Production and Inventory Control Society and Six Sigma Black Belt. In addition to being a speaker for ISM, he has held both local and national offices with the organization and has written several articles for leading purchasing and business publications.

Description

Learning Objectives:

  • Introduction to Supply Chain Planning. Reviewing the demand planning and supply chain network design.
  • Cycle Counting. Discovering of best practices in inventory counting and reporting.
  • Inventory Management. Understanding supplier segmentation, customer service expectations and lead times.
  • Materials Management. Reviewing roles, responsibilities and alignment to demand frequency.
  • Demand Patterns. Evaluating components of demand signals.
  • Demand Planning and Forecasting. Reviewing forecast horizons and differentiating business forecasting versus demand planning.
  • Inbound Logistics. Understanding of logistics, receiving and warehousing fundamentals.
  • Conditioning. Determining when and how to engage appropriate internal stakeholders and suppliers.
  • Stakeholder Management. Identifying, engaging and managing stakeholders in a sourcing event.
  • S&OP. Reviewing the full planning cycle.
  • Measuring the Process. Understanding types of measures and target setting.
  • Planning as a Process. Reviewing the cadence for improvement.

Virtual Class Schedule:

Day 1 - 10:00 am ET - 1:30 pm ET / 7:00 am PT - 10:30 am PT (3.5 hours), Break for Lunch
Day 1 - 2:30 pm ET - 6:00 pm ET / 11:30 am PT - 3:00 pm PT (3.5 hours)
Day 2 - 10:00 am ET - 1:30 pm ET / 7:00 am PT - 10:30 am PT (3.5 hours), Break for Lunch
Day 2 - 2:30 pm ET - 6:00 pm ET / 11:30 am PT - 3:00 pm PT (3.5 hours)

Who Should Attend:

This supply management training is ideal for fundamental & proficient level professionals involved in the various aspects of supply chain planning and execution. Understanding product and service supply and demand trends will enable a more robust strategic planning process. You will integrate data across the supply network and business units to ensure an optimized solution is delivered.

Terms And Conditions

Virtual Learning Transferals: Registrations are transferable without any charge to another ISM Virtual Learning Course occurring within 12 months of the original purchase. Transferring registrations to another party are subject to price variance or change based on membership status and an additional $50 fee will be incurred.

Cancellations Virtual Learning: Cancellations more than 5 weeks before the date of the course will incur an administrative charge of 50 percent. Cancellation within 5 weeks of the date of the event will be charged the full fee. You must notify ISM in writing of a cancellation.

Tax Deduction: The Internal Revenue Service may permit an income tax deduction to U.S. residents for expenses (including registration fees, travel costs, meals and lodging) incurred in pursuit of continuing professional education. Consult your tax adviser for details.

View full terms of service here.