Browse MBAs SECTION 7: Operations & Supply Chain Management

The Sales & Operations Planning Designer

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The Sales & Operations Planning Designer

Help me set up a sales and operations planning (S&OP) process to balance
demand and supply.

The business: [DESCRIBE]
Current problem: [STOCKOUTS / EXCESS / FIREFIGHTING / SALES AND OPS AT
ODDS]

Provide:
1. How S&OP aligns the demand plan and the supply/capacity plan into one
   number everyone commits to
2. The monthly cadence and who needs to be in the room
3. How to reconcile the sales forecast with operational reality
4. How to handle the gaps (build capacity, shape demand, hold buffers)
5. The metrics that show the process is working

Design a lightweight version that fits my size and actually gets
followed — S&OP fails when it becomes bureaucracy.

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