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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: $1,199.00

List Price: $1,499.00
Early Bird Pricing Ends on Feb 06 2022


Mar 8-9, 2022

Add To Calendar 3/8/2022 10:00:00 AM 3/9/2022 6:00:00 PM ET Sales and Operations Planning Online


Virtual Class
CEH Credits
Product Code

Additional Information


Ralph Carlton has over 16 years’ experience in Global Sourcing & Supply Chain Management. Prior to that, he had several roles in product and test engineering. He is a global sourcing and risk management professional with service in automotive, aerospace, and consumer products industries.

Ralph has led global teams focused on strategy, sourcing best practices, innovation, supply chain management within new product development, risk management, and supplier relationship and performance management. Ralph has consistently served as a subject matter expert on supplier development, process improvements, operational risk, negotiations and cost savings, and designing/executing supplier and commodity/category strategies.

Education: BSE, Materials Engineering, University of Michigan / MBA, Ilitch School of Business, Wayne State University


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.