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Best of the Best S&OP Conference First General Session SALES & OPERATIONS PLANNING: STRUCTURE, PROCESS, BENEFITS Panelists: Amy Mansfield Joe Shedlawski Terry Finnegan Presenter/Moderator: Tom Wallace
Amy Mansfield V&M STAR Production Planning Manager
V&M STAR Vallourec & Mannesmann Tubes ,[object Object],[object Object],[object Object],[object Object]
Products and Customers ,[object Object],[object Object],[object Object],[object Object]
Joe Shedlawski, CPIM ,[object Object],[object Object],[object Object]
Wyeth Consumer Healthcare ,[object Object],[object Object],[object Object],[object Object],[object Object]
Products and Customers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Terry Finnegan ImagePoint  Senior Business Manager
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ImagePoint
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Products and Customers
The Four Fundamentals Mix ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Demand Supply Volume
The Old Terminology Demand Supply Volume Mix Demand Planning/ Forecasting Supply (Capacity)  Planning Sales &  Operations Planning
Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity)  Planning Sales &  Operations Planning “ Morphed” Terminology
Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity)  Planning Sales &  Operations Planning “ Morphed” Terminology
Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity)  Planning Sales &  Operations Planning “ Morphed” Terminology
Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity)  Planning Sales &  Operations Planning
Sales & Operations Planning New Terminology Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity)  Planning ????????
Sales & Operations Planning New Terminology Demand Supply Volume Mix Executive S&OP Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity)  Planning
The 5-Step Executive S&OP Process Decisions & Updated Game Plan Step 1 Data Gathering Step 2 Demand Planning Step 3 Supply Planning Step 4 Pre- Meeting Step 5 Exec Meeting
Conference Pointer ,[object Object],[object Object],[object Object],[object Object]
The 5-Step Executive S&OP Process Step 1 Data Gathering Actual  Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Step 2 Demand Planning Management Forecast 1st-pass spreadsheets
Conference Pointer ,[object Object],[object Object],[object Object],[object Object]
Conference Pointer ,[object Object],[object Object],[object Object],[object Object]
The 5-Step Executive S&OP Process Step 1 Data Gathering Actual  Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Resource Requirements Plan Capacity Constraints 2nd-pass spreadsheets Step 2 Demand Planning Step 3 Supply Planning Management Forecast 1st-pass spreadsheets
Conference  Pointer ,[object Object],[object Object],[object Object]
The 5-Step Executive S&OP Process Decisions & Updated Game Plan Step 1 Data Gathering End of Month Actual  Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Resource Requirements Plan Capacity Constraints 2nd-pass spreadsheets Step 2 Demand Planning Step 3 Supply Planning Step 4 Pre- Meeting Step 5 Exec Meeting Decisions,  Recommendations, Scenarios, & Agenda  for Exec Meeting Management Forecast 1st-pass spreadsheets
Conference  Pointer ,[object Object],[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object],[object Object]
The 5-Step Executive S&OP Process Decisions & Updated Game Plan Step 1 Data Gathering End of Month Actual  Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Resource Requirements Plan Capacity Constraints 2nd-pass spreadsheets Step 2 Demand Planning Step 3 Supply Planning Step 4 Pre- Meeting Step 5 Exec Meeting Decisions,  Recommendations, Scenarios, & Agenda  for Exec Meeting Management Forecast 1st-pass spreadsheets
Question for Panelists ,[object Object],[object Object],[object Object],[object Object]
Executive S&OP . . . ,[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object],[object Object]
Executive S&OP . . . ,[object Object],[object Object],[object Object],[object Object],[object Object]
Question for Panelists ,[object Object]
Hard Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object],[object Object]
Soft Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Question for Panelists ,[object Object],[object Object]
Question for Panelists ,[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object],[object Object]
The Global Challenge ,[object Object],[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object]
The Future of Executive S&OP:  Growth Factors ,[object Object]
Adoption of New Processes ,[object Object],[object Object],Executive S&OP Today “ The word  gets around.”
The Future of Executive S&OP:  Growth Factors ,[object Object],[object Object]
Toyota:  The Lean “Poster Child” ,[object Object],[object Object],[object Object],[object Object],[object Object],In balancing demand and supply, many companies have a tougher job than Toyota.  Their solution: Executive S&OP.
Conference  Pointer ,[object Object],[object Object],[object Object]
The Future of Executive S&OP: Growth Factors ,[object Object],[object Object],[object Object]
The Future of Executive S&OP:  Growth Factors ,[object Object],[object Object],[object Object],[object Object],[object Object]
Conference  Pointer ,[object Object],[object Object],[object Object]
The Future of Executive S&OP:  Growth Factors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
My Prediction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thanks for Listening ,[object Object],[object Object],[object Object]

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Best of the Best S&OP Conference

  • 1. Best of the Best S&OP Conference First General Session SALES & OPERATIONS PLANNING: STRUCTURE, PROCESS, BENEFITS Panelists: Amy Mansfield Joe Shedlawski Terry Finnegan Presenter/Moderator: Tom Wallace
  • 2. Amy Mansfield V&M STAR Production Planning Manager
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  • 8. Terry Finnegan ImagePoint Senior Business Manager
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  • 12. The Old Terminology Demand Supply Volume Mix Demand Planning/ Forecasting Supply (Capacity) Planning Sales & Operations Planning
  • 13. Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity) Planning Sales & Operations Planning “ Morphed” Terminology
  • 14. Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity) Planning Sales & Operations Planning “ Morphed” Terminology
  • 15. Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity) Planning Sales & Operations Planning “ Morphed” Terminology
  • 16. Sales & Operations Planning Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity) Planning Sales & Operations Planning
  • 17. Sales & Operations Planning New Terminology Demand Supply Volume Mix Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity) Planning ????????
  • 18. Sales & Operations Planning New Terminology Demand Supply Volume Mix Executive S&OP Master Scheduling Supplier and Plant Scheduling Distribution Scheduling Demand Planning/ Forecasting Supply (Capacity) Planning
  • 19. The 5-Step Executive S&OP Process Decisions & Updated Game Plan Step 1 Data Gathering Step 2 Demand Planning Step 3 Supply Planning Step 4 Pre- Meeting Step 5 Exec Meeting
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  • 21. The 5-Step Executive S&OP Process Step 1 Data Gathering Actual Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Step 2 Demand Planning Management Forecast 1st-pass spreadsheets
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  • 24. The 5-Step Executive S&OP Process Step 1 Data Gathering Actual Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Resource Requirements Plan Capacity Constraints 2nd-pass spreadsheets Step 2 Demand Planning Step 3 Supply Planning Management Forecast 1st-pass spreadsheets
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  • 26. The 5-Step Executive S&OP Process Decisions & Updated Game Plan Step 1 Data Gathering End of Month Actual Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Resource Requirements Plan Capacity Constraints 2nd-pass spreadsheets Step 2 Demand Planning Step 3 Supply Planning Step 4 Pre- Meeting Step 5 Exec Meeting Decisions, Recommendations, Scenarios, & Agenda for Exec Meeting Management Forecast 1st-pass spreadsheets
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  • 30. The 5-Step Executive S&OP Process Decisions & Updated Game Plan Step 1 Data Gathering End of Month Actual Demand, Supply, Inventory, & Backlog + Statistical Forecasts and Worksheets Resource Requirements Plan Capacity Constraints 2nd-pass spreadsheets Step 2 Demand Planning Step 3 Supply Planning Step 4 Pre- Meeting Step 5 Exec Meeting Decisions, Recommendations, Scenarios, & Agenda for Exec Meeting Management Forecast 1st-pass spreadsheets
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