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The Oliv e r W igh t Public Cou r s e Por t f oli oIntegrated Business Planning(Advanced S&OP) CourseDetailed DescriptionUsing the Integrated Business Planning Process to Create OneCompany AgendaInspiringBusinessExcellence
Integrated Business Planning(Advanced S&OP) CourseWhat is this course about?Often referred to as Advanced Sales and Operations Planning, Integrated BusinessPlanning is increasingly the business management process of choice for organizationsall over the world. Integrated Business Planning represents the transition of Sales andOperations Planning from its production planning roots into the fully integrated businessmanagement and integrated strategy and financial planning process it is today.This interactive course provides an overview ofthe Integrated Business Planning process andwhat it takes to implement it successfully. Itshows how to align your planning processeswith the business strategy over a 24 to 36month horizon, with full product portfoliomanagement and financial integration, toensure the organization is working to acommon agenda and single set of numbers.The instructors describe how the model canbe applied equally effectively to single siteorganizations as it can to multi-site, multinational matrix structures in companies largeand small. You will learn how IntegratedBusiness Planning can be used to identifygaps in business performance far enoughahead for the business to re-optimize in lightof the changing circumstances, using scenariomodeling to deliver the best result for thebusiness.Who is it for?Senior executives and all members of theleadership team who are involved in elementsof the Integrated Business Planning processas well as, people who are charged withimplementing the process or improving anexisting process, should attend this course. Itis an excellent opportunity for a team to ensurethat the senior management to whom it reportsunderstands what is being done and thebenefits to them.1
Beforequote the class, I thought our business was doing S&OP- we are not. There is a lot more involved - particularly theintegration of finance.course participantCourse ContentsBen Sellers, Lead InstructorThe instructors will explain how the Integrated Business Planning process works to provide the latest view ofthe business and enable re-optimization in light of changing circumstances. They will provide an overview of thesupporting processes of Product Management, Demand Management, and Supply Management and will describethe process of Integrated Reconciliation with Operational and Financial Projections leading to the ManagementBusiness Review. They will show how the Oliver Wight Proven Path assures successful implementation includingthe role of facilitated, structured workshops to accelerate its introduction.Objectives and benefitsIt is vital that the leadership team and all other senior players understand how the Integrated Business Planningprocess works and their role in making it effective in the business. At the end of this course, participants will beable to: Play a significant role in the entire Integrated Business Planning process for their company, fromimplementation to sustained performance Interpret the outputs from Product Management, Demand Management, and Supply Management, see theirimplications on the business, and develop the best forward plan for the company Understand the critical Integrated Reconciliation element of the process taking the outputs from the processreviews and building a picture of the company position using one integrated plan Conduct and support management reviews to identify gaps against the business plan and recommend stepsto close the gaps Implement this continuous review process instead of the traditional business budgeting process in order toachieve the company’s strategic and competitive prioritiesParticipants will Learn: How Integrated Business Planning has evolved into an integrated process for the entire business How to replan and optimize the company in the face of changing business conditions How to assess demonstrated performance as the realistic basis for forward projections How to integrate operational and financial factors to enable fully effective business assessment at all stages inthe process The importance of the Management Business Review, its inputs, and how it is conducted to tackle the realissues in the company About the Oliver Wight “Proven Path” for implementation of the process throughout the company and the useof facilitated workshops to accelerate implementation How best practices published in the Oliver Wight Class A Checklist are used to drive performance Using a case study approach, experience the types of information, work process, and decisions made at eachstep of the process.
Course Content - day oneOliver Wight – who we are Class IntroductionsPerspective Definition of Integrated BusinessPlanning (Advanced S&OP)Symptoms of a Non-Integrated ProcessKey Characteristics of an IntegratedBusiness Planning ProcessValue Potential From an IntegratedProcessIntegrated Business PlanningIndustry Best Practices ModelsKey BehaviorsPrinciplesCoordinators’ rolesAggregate and Detail Planning Enterprise WideThe Difference between Sales andOperations Planning and IntegratedBusiness PlanningSelf-evaluationProduct Management Review Product Management DefinedManaging the PipelineSynchronize phase in/phase outResource Capacity PlanningRunning a Class A ProductManagement ReviewPerformance MetricProduct Review OutputWorkshopDemand Review Demand Management DefinedAgendaDashboardKey PrinciplesParticipants and RolesRunning a Class A Demand ReviewExamplesWorkshopCourse Content - day two Management Business Review Supply Review WorksheetsBest Practice AttributesSupply Plan DevelopmentRough-cut Capacity PlanningRunning a Class A Supply ReviewAgenda and OutputDashboardWorkshopPerformance MeasuresOutputExamplesRunning a Class A FinancialAppraisalWorkshop Business Leaders’ ExpectationsBest Practice AttributesRunning a Class A ManagementBusiness ReviewAgenda and OutputDiscussionImplementation Typical obstaclesOliver Wight “Proven Path”Process Design WorkshopsFastTrack MethodologyStages of MaturationReconciliation Review AgendaDashboardGap closingScenario PlanningKey PrinciplesParticipants and RolesExamplesRunning a Class A IntegratedReconciliation ReviewWorkshopFinancial Review IssuesAgendaWe will finish by discussing the Proven Path to success, who to include on the project team, steering committee,and spin-off task groups, the foundation of successful implementation, the key role of education, action items thatwill immediately improve your competitive position, and how to ensure that your company gains and keeps itscompetitive edge. Discussions will include how to implement the process across a single site and how to implementin complex multi-business, multi-plant, and multi-national operations. You will also learn about the proven OliverWight “FastTrack” implementation for shortening the time to benefit.Other public courses available from Oliver WightIntegrated Supply Chain ManagementDemand ManagementMaster SchedulingPlease scan QRcode to book online.
About Oliver WightOliver Wight has a 40-year track record of delivering business improvement to someof the world’s best-known organizations. We believe that sustainable improvement canonly be made through your own people. So unlike other consultancy firms, we transferour knowledge to you, which means you can achieve performance levels and financialresults that last.At the leading edge of management thinkingand practice, our Integrated Business Planning(IBP) model lies at the heart of our clients’journey to outstanding business performance.Oliver Wight originated Sales and OperationsPlanning in the 1970s, and Integrated BusinessPlanning can most simply be described asadvanced S&OP; evolving from its productionplanning roots over 40 years ago into the fullyOliver Wight AmericasP.O. Box 368, 292 Main StreetNew London, NH 03257, USAT: (800) as.comOliver Wight Asia/Pacific131 Martin Street, BrightonVictoria 3186, AustraliaOliver Wight EAME LLPThe Willows, The Steadings Business CentreMaisemore, Gloucester, GL2 8EYThe information contained is proprietary to Oliver Wight International and may not be modified,reproduced, distributed, or utilized in any manner in whole or in part, without the express priorwritten permission of Oliver Wight International.integrated management and supply chaincollaboration process it is today. IntegratedBusiness Planning allows the senior executiveto plan and manage the entire organizationover a 24-month horizon, aligning tactical andstrategic plans each month and allocatingcritical resources to satisfy customers in themost profitable way.
The information contained is proprietary to Oliver Wight International and may not be modified, reproduced, distributed, or utilized in any manner in whole or in part, without the express prior written permission of Oliver Wight International. Oliver Wight Americas P.O. Box 368, 29
