How Mature is your Planning Process? Take this Assessment to Find Out!

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* 1. How much of your team's time is allocated to advancing their planning skills?

Nothing formal

5% or less

5% or more

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* 2. Regardless of technology, how effective do you believe your planning processes are?

Extremely effective

Very effective

Somewhat effective

Not so effective

Not at all effective

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* 3. Who are the executive sponsors committed to your planning success? Please check all that apply.

Nobody

VP of Supply Chain

VP of Operations

VP of Sales

VP of Finance

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* 4. What percentage of your team's time is spent collecting data VS understanding and interpreting results?

80% collecting data / 20% understanding and interpreting results

50% collecting data / 50% understanding and interpreting results

20% collecting data / 80% understanding and interpreting results

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* 5. How do you feel about your data's quality?

Very satisfied

Satisfied

Neither satisfied nor dissatisfied

Dissatisfied

Very dissatisfied

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* 6. During planning meetings, how much time is allocated to sharing data vs making decisions?

100% of our time during planning meetings is allocated to sharing data/reports to get on the same page

About 50-50. We share some reports and make some decisions.

We share some reports and allocate most of time to discuss scenarios and make decisions

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* 7. During your planning process, who provides input to drive the result?

We get very little input from outside of the supply chain function

We discuss with stakeholders (like manufacturing and sales), and they provide us with data as input for our plans

Functional owners from across the business keep their planning input up to date by accessing planning tools directly

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* 8. During planning, do you use scenarios to agree on a course of action?

No, we don't use scenarios. We work hard to calculate the right answer.

Yes, we run a series of scenarios prior to planning meetings

We run scenarios live during planning meetings

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* 9. Do you rely on Excel for your planning?

Yes, we are highly skilled in Excel and use it extensively

We are working to remove our dependence on Excel

No, we use different tools for planning

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* 10. What level of accuracy are you looking to attain for long-term planning (18 months or more)?

We don't have time for long-term planning

Same as short-term planning

Enough time to make a resilient decision

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* 11. In terms of service levels, what do you seek to attain?

We do our best, given our typical state of chaos

Overall great service for every client

Triaged service focusing resources on our most valuable customers

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* 12. How much time do you spend on innovation?

A great deal. We spend a lot of time exploring how our supply chain can have a wider impact beyond the financials.

A useful amount of time to focus on service level and margin improvements

None at all, we spend most of our time firefighting

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* 13. What happens with your planning activities when critical team members take time off?

Team members take their work with them

Another team member will cover

A team member takes over as part of a formal skills progression plan. We have coaching and support.

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