Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Align demand, supply and business decisions through a structured planning cycle.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final sales and operations planning framework.

Learning Outcomes

Assess planning purpose and cross-functional roles.

Evaluate demand review and assumptions.

Apply a structured approach to supply capacity and constraint review.

Develop recommendations for integrated decisions and management escalation.

Prepare and present a sales and operations planning framework.

Who Should Attend

Procurement professionals, supply chain planners, logistics managers and operational teams.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Planning purpose and cross-functional roles working brief – proposed exercise document.

Demand review and assumptions working brief – proposed exercise document.

Supply capacity and constraint review working brief – proposed exercise document.

Integrated decisions and management escalation working brief – proposed exercise document.

Sales and operations planning framework – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Planning purpose and cross-functional roles

Define the context, assess current practices and identify the key decisions relating to planning purpose and cross-functional roles.

Practical output: Planning purpose and cross-functional roles working brief

Day 2 – Demand review and assumptions

Interpret sample information, compare suitable approaches and document assumptions for demand review and assumptions.

Practical output: Demand review and assumptions working brief

Day 3 – Supply capacity and constraint review

Apply structured tools to an anonymized case and develop recommendations for supply capacity and constraint review.

Practical output: Supply capacity and constraint review working brief

Day 4 – Integrated decisions and management escalation

Review responsibilities, risks and follow-up measures through a practical exercise on integrated decisions and management escalation.

Practical output: Integrated decisions and management escalation working brief

Day 5 – Planning cycle simulation

Integrate the course learning into a practical assignment on planning cycle simulation; present recommendations and an implementation roadmap.

Practical output: Sales and operations planning framework