Sales & Operations Planning (S&OP)

  • Categories S&OP
  • Duration 06h 10m 35s
  • Total Enrolled 6
  • Last Update January 22, 2022



What is S&OP (Sales and Operations Planning)?

S&OP, or sales & operations planning, is a monthly integrated business management process that empowers leadership to focus on key supply chain drivers, including sales, marketing, demand management, production, inventory management, and new product introduction.

With an eye on financial and business impact, the goal of S&OP software is to enable executives to make better-informed decisions through a dynamic connection of plans and strategies across the business. Often repeated on a monthly basis, S&OP enables effective
supply chain management and focuses the resources of an organization on delivering what their customers need while staying profitable.

The 6 Steps of the S&OP Processes

Product Review: In this first phase of the S&OP process, planners involved in R&D, product development, and new product introduction analyze the health of products in the market, examine product pipelines, and arrive at decisions about product planning.

Demand Review: The goal of this phase is an unconstrained forecast or consensus demand planning, incorporating a holistic picture of independent and dependent demand.

Supply Review: The goal of this phase is a supply plan that syncs with the consensus demand plan. Ideally, these two plans work in unison.

Finance Review: There’s some debate around the position of this stage in the process. Some insist that it falls after the first three phases are complete, and others preach that it should be “always on.” Either way, the mission remains the same: to produce a set of baselines that then become adjustments to product, demand, and supply review, along with input used in pre-S&OP and executive S&OP reviews. matter where this step in the process falls, financial analysis plays a key role in producing inputs into pre-S&OP and executive S&OP.

Pre-S&OP: Pre-S&OP is a series of meetings conducted with leaders at various levels that showcase the connectivity of plans across product, demand, supply, and finance. Ideally, these meetings center around a cloud-based platform that houses all the plans in a single place. Executive S&OP: The finish line is in sight. The final phase of S&OP brings all plans and data together in a unified, cloud-based platform to be used in executive S&OP meetings. “What-if” scenarios and the associated risks are reviewed, and decision points are noted so leadership knows when they’ll need to make the appropriate choices. Any key decisions that weren’t resolved in the first five phases are addressed in this phase, the reasons for escalation are examined, and decision deadlines are set.

Enroll to learn in detail from Expert on the domain

What Will I Learn?

  • Facilitate in improving Supply Chain performance
  • Necessary in all organizations to keep demand & supply in level

Topics for this course

15 Lessons06h 10m 35s

Session 1 Current norm in most organizations

Conflicts everywhere00:29:39

Session 2 Conflict resolving mechanism

Session 3 Where does S&OP fit?

Session 4 Structure & Logic of S&OP

Session 5 Evolution of S&OP

Session 6 Demand Forecasting

Session 7 Inputs to S&OP

Session 8 Monthly S&OP

Session 9 5 phases

Session 10 Pre & Executive S&OP

Session 11 S&OP implementation

Session 12 Assigning responsibilities

Session 13 Product families

Session 14 Piloting

Session 15 S&OP spread sheet

About the instructor

I am a Supply Chain / Logistics / Sourcing Professional. Trainer and consultant. Worked in large MNCs in Supply Chain, Logistics for nearly 3 decades and have in-depth practical knowledge in each of the sub-domains Currently engaged in consultation, training and certification programs of world's leading Supply Chain Institutes. Also have our own job oriented programs. Sub domains includes Materials, Logistics, Supply Chain Analytics, Purchasing/Sourcing, Warehousing, Transportation, Inventory Optimization etc Saved in Millions for organisations, in Inventory optimizations and improved all related processes Improved customer fill rates and reduced cost of operations Solved work-place issues / problems in their occupation of Supply Chain professionals Specialties: Supply Chain Management, Logistics, Sourcing, Material Planning, Forecasting, Production scheduling, Warehouse management, Picking and line feeding, Logistics, Imports, exports, EOU, Lean, Operational Excellence, Productivity Improvement, employee & contractor management, Legal compliance ASCM, APICS, ISM
4.32 (139 ratings)

24 Courses

151 students

Student Feedback


Total 6 Ratings

1 rating
5 ratings
0 rating
0 rating
0 rating

Well, advanced course for in-depth knowledge of the subject. I really enjoyed the course, learned new useful knowledge.

The course was very informative and contains lots of useful information. It is very interesting that the instructor provide examples for easier understanding

Excellent teaching and doubts clearance by Mr. Pattabhi Raman sir. Also gives multiple examples for better understanding and improving knowledge of SCM. Thank you, sir

Mr Raman is very knowledgeable and communicates effectively to help us learn the topics

I am sort of a planning beginner facing a professional challenge, and I can really see the value in the information I'm getting.
Am very much satisfied with this program

Nice content and I love the way trainer explanation.


Material Includes

  • videos


  • Basic knowledge of Supply chain & Operations domain


Target Audience

  • Freshers, Juniors to seniors in Supply Chain, Marketing/Sales, Finance, Operations
Open chat
Can we help you?