Sales and Operations Planning Self-Assessment

Complete the following S&OP checklist to gain an insight into your current performance:

Please note: Due to the sensitive nature of the assessment report, we may not be able to issue results if you do not supply your company email address in order for us to verify your identity.

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* 1. Contact Information:

Full Name

Company

Job Title

Work Email Address

Phone Number

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* 2. Do you lead a formal monthly Sales & Operations Planning process?

Yes

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* 3. Is the Sales & Operations Planning policy fully documented?

Yes

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* 4. Do you hold a regular, scheduled, monthly S&OP meeting with a planning horizon of at least one year?

Yes

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* 5. Do you know the five S&OP meeting preparation steps?

Yes

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* 6. Are all of these steps scheduled with adequate time to complete before the S&OP meeting?

Yes

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* 7. Are all S&OP pre-meetings completed with full participation?

Yes

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* 8. Does your organisation’s Senior Leader chair and provide direction to the S&OP meeting?

Yes

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* 9. Is the monthly Sales & Operations Planning meeting regularly attended by executive management from all functional areas of the business?

Yes

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* 10. Is the monthly Sales & Operations Planning meeting regularly attended by executive management from all functional areas of the business?

Yes

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* 11. Does your S&OP meeting consider and include all of the following? (tick all that apply)

Are manufacturing product or process families defined by taking into consideration critical capacity and/or material resources?

Is historical Demand/Supply data always accurate?

Are variations in actual Demand/Supply from Plan measured and root causes of variations determined and discussed?

Are all demands, including parts service parts, interplant, subsidiary, new products etc., realistic and summarised into product or process families?

Are inventory and/or backlog objectives established for each manufacturing product or process family?

Is a standard agenda item a full review of new product status and launch schedules?

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* 12. Are the significant assumptions underlining the Demand Plans documented, reviewed at least monthly, and updated as conditions change?

Yes

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* 13. Does your Sales Team understand the impact of Demand planning on the company’s ability to satisfy the customer?

Yes

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* 14. Does the total of all Sales Plans equal the total revenue plan?

Yes

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* 15. Does the total Sales Plan pass a monthly sanity check?

Yes

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* 16. Are “rough-cut capacity” planning tools are in place to ensure that Demonstrated Capacity equals Required Capacity for all supply plans prior to approving the Supply Plans build rate?

Yes

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* 17. Is actual supply (production) within a realistic tolerance for each manufacturing product or process family?

Yes

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* 18. Does the output of the S&OP meeting contain all of the following? (tick all that apply)

An integrated set of demand, supply and financial plans to meet inventory, shipment, backlog and other company business objectives

A financial pro-forma based upon the updated S&OP plans

Executive management reviews containing a summarised set of performance measurements

An agreed-upon Supply Plan in units by manufacturing product or process family

Any significant deviations in the Annual Operating Plan and financial projections reconciled

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* 19. Does senior management share equal responsibility with middle management for validation of S&OP Plans?

Yes

Sales and Operations Planning Self-Assessment

Complete the following S&OP checklist to gain an insight into your current performance:

Question Title

* 1. Contact Information:

Question Title

* 2. Do you lead a formal monthly Sales & Operations Planning process?﻿

Question Title

* 3. Is the Sales & Operations Planning policy fully documented?

Question Title

* 4. Do you hold a regular, scheduled, monthly S&OP meeting with a planning horizon of at least one year?

Question Title

* 5. Do you know the five S&OP meeting preparation steps?

Question Title

* 6. Are all of these steps scheduled with adequate time to complete before the S&OP meeting?

Question Title

* 7. Are all S&OP pre-meetings completed with full participation?

Question Title

* 8. Does your organisation’s Senior Leader chair and provide direction to the S&OP meeting?

Question Title

* 9. Is the monthly Sales & Operations Planning meeting regularly attended by executive management from all functional areas of the business?

Question Title

* 10. Is the monthly Sales & Operations Planning meeting regularly attended by executive management from all functional areas of the business?

Question Title

* 11. Does your S&OP meeting consider and include all of the following? (tick all that apply)

Question Title

* 12. Are the significant assumptions underlining the Demand Plans documented, reviewed at least monthly, and updated as conditions change?

Question Title

* 13. Does your Sales Team understand the impact of Demand planning on the company’s ability to satisfy the customer?

Question Title

* 14. Does the total of all Sales Plans equal the total revenue plan?

Question Title

* 15. Does the total Sales Plan pass a monthly sanity check?

Question Title

* 16. Are “rough-cut capacity” planning tools are in place to ensure that Demonstrated Capacity equals Required Capacity for all supply plans prior to approving the Supply Plans build rate?﻿

Question Title

* 17. Is actual supply (production) within a realistic tolerance for each manufacturing product or process family?

Question Title

* 18. Does the output of the S&OP meeting contain all of the following? (tick all that apply)

Question Title

* 19. Does senior management share equal responsibility with middle management for validation of S&OP Plans?

* 2. Do you lead a formal monthly Sales & Operations Planning process?

* 16. Are “rough-cut capacity” planning tools are in place to ensure that Demonstrated Capacity equals Required Capacity for all supply plans prior to approving the Supply Plans build rate?