DATE CHANGE FROM FEBRUARY 16 TO FEBRUARY 9 DUE TO SPEAKERS TRAVEL PLANS - 

FEBRUARY 9, 2022, 10:30a - 1:30p. 

Many leading organizations have realized the value that can be delivered through an effective S&OP process discipline. A significant part of an organization’s success hinges on an extended supply chain, and the balancing of Demand & Supply. Critical decision-making processes that support this balancing, and integrate Operations & Financial Planning, form the link between Strategic Planning and Tactical Operations.

Participants will become acquainted with the core S&OP process and methods of analyzing demand opportunities, planning resource requirements, and preparing plans for executive approval.

OUTLINE

• OPENING (5 MINS)
• STRUCTURE & LOGIC OF S&OP (20 MINS)
  • 5 STEP PROCESS OVERVIEW
  • TEAM EXERCISE; “SIPOC”
• INPUTS TO THE PROCESS (40 MINS)
  • DEMAND INPUTS
    • PRINCIPLES & PROCESS
    • SALES FORECASTING
    • INTERNAL AND EXTERNAL FACTORS
  • SUPPLY INPUTS
    • PRINCIPLES & PROCESS
    • RESOURCE PLANNING
    • REQUIREMENTS PLANNING
  • BREAK (10 MINS)
  • DEMAND/SUPPLY STRATEGIES (15 MINS)
    • MAKE VS BUY
  • TEAM WORKSHOP; “RACI” (15 MINS)
  • POWER OF DIVERSITY (10 MINS)
    • INTEGRATED VIEW OF INFORMATION & CONSENSUS
  • THE MONTHLY PROCESS OF S&OP (30 MINS)
    • GATHER DATA
    • DEMAND PLANNING PHASE
      • SIMPLIFYING ASSUMPTIONS
    • SUPPLY PLANNING PHASE
      • TIME HORIZONS & DEALING WITH AMBIGUITY
    • PRE-MEETING/CONSENSUS PHASE
    • EXECUTIVE MEETING
  • TEAM PROJECT; “MODEL; THE PRE-MEETING” (20 MINS)
  • WRAP UP/Q&A (10 MINS)

     

David Thoma is the Founder & Principal of DTC Solutions, Inc. specializes in offering interim leadership in supply-chain operations, change management, and process development for manufacturing firms that operate in highly regulated environments.

David leverages his corporate experience of 25+ years, in serving the healthcare, aerospace, and general industrial sectors with Fortune 100 and startup companies.  Internationally adept; he has managed initiatives in Asia, Central America, and Europe; and negotiated distributorships in the GCC, UK, Mexico, Germany, and South America.

David, a long-standing APICS member, and former Triangle chapter Board officer, holds Master Instructor status with for Certified Supply Chain Professional and presents unaffiliated programs for Global Sourcing and Sales & Operations Planning.