HandShake
Sales & Operations Planning
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Does your company do effective long-term planning?

Our definition of long-term is at least 18 months into the future. Take the following survey.
  • Does your planning process plan a minimum of this far out?
  • Are you getting the results from your planning necessary to manage long-term capacity effectively?
  • Is your planning process performed by top management with a long-term "decision making" focus?
  • Does your planning activity focus on strategic decisions, rather than tactical ones?
If you answered "No" to any of these questions, consider having QMS perform an assessment of your current planning processes today and learn if you are being as effective as you could and should be.

The QMS planning assessment includes at a minimum:
  • Assessment of inventory turns and material flow efficiencies
  • Evaluation of the effectiveness of Demand Planning forecasting
  • Evaluation of the Supply planning process
  • Review the scheduling process
  • Effective use of existing system
  • Review the strategic planning process and reconcile to the tactical planning process
  • Review current performance measurements and effectiveness
  • Determine the level of functional integration and its effectiveness
  • Identify levels of management involvement with the planning process
  • Current planning methods contrasted to best practices
Sales and Operations Planning (SOP) is considered a best practice process that provides a long-term planning solution. Some refer to it as Integrative Business Planning (IBF)

SOP/IBF planning provides a functional integration, which will eliminate functional decisions being made with no regard to the impact on other departments.

Improve your inventory turns, customer service levels, and ROI with QMS SOP implementation assistance.

Contact us at 727 725-7674 or qmsjerry@tampabay.rr.com to discuss a custom proposal for your long-term planning needs
Key Potential Deliverables

  • A gap analysis report identifying opportunities and areas of improvement
  • Involve and integrate all functional plans into one dynamic continuous monthly business plan process
  • Balance supply with demand
  • Reduce inventory
  • Increased demand forecast accuracy
  • Improve fulfillment rates
  • Plan for growth
  • Create predictable financial forecasts
  • Improve business leadership
  • Identify the need for SOP education













Rev. 01/2018