The Full Education Kit including 3 Months of On-Line Coaching with Tom Wallace
On-Line Coaching - provides e-mail access to
Tom Wallace, widely recognized as one of the premier thought leaders in
the field of Sales & Operations Planning. Tom can provide expert
guidance, answer questions, and in general help to keep the S&OP
initiave moving forward.
The process begins with a telephone
conversation between Tom and one or several of the key people with the
S&OP initiative. Following that, e-mails are used almost
exclusively. There is not limit to the number of e-mails, but access to
Tom is normally limited to two individuals, possibly the Project Leader
and the Executive Champion. The duration of the On-Line Coaching
process is for three months, with the start date specified by your
company. It can be extended in three-month increments.
THE EDUCATION KIT FOR
SALES & OPERATIONS PLANNING
Addresses the Most Important Element in Making
Executive S&OP Work:
YOUR PEOPLE - Up To and Including YOUR EXECUTIVE TEAM
Benefits from using the Kit:
This Kit includes:
* OVER 7
HOURS OF VIDEO
Included in the DVDs are:
PRESENTATIONS BY TOM WALLACE in the clear, straightforward, no-nonsense style that is his hallmark.
EXPERT INPUTS from 13 individuals in companies successfully using Executive S&OP, including
Dow Chemical * Microsoft * Johnsonville Sausage * Nestle * Procter & Gamble * Wyeth
and others. These experts share their experiences and give advice on the do's and don't's of how to make the process work.
DISCUSSION POINTS at the end of most sessions, intended to stimulate discussion among the viewers and for them to apply what they have just learned.
*
A COMPREHENSIVE COURSE GUIDE
Written by Tom to ensure that your
company gets the most out of this kit. It contains detailed instructions on how
to use the Kit during an implementation of Executive S&OP. In addition to
the use of the Kit by first-time Implementers, the Course Guide also
addresses its use for:
* MULTIPLE COPIES OF THE LEADING BOOKS ON SALES & OPERATIONS PLANNING:
The How-To Handbook, 3rd Ed. - The definitive and best selling book on S&OP, now in its third edition. New,expanded material on S&OP implementation, risk management, plus color &OPgraphs. (15 copies)
The Executive's Guide - At Last! A book about S&OP written for executives. No other book offers executives such thorough information in a concise, easy-to-read manner. (5 copies)
The Self-Audit Workbook - An efficient, effective tool to evaluate your Executive S&OP, Sales Forecasting & Master Scheduling processes. Excel checklist available for download. (5 copies)
_______________________________________________________________________
DVD Table of Contents (see end of list for a printable pdf of this information)
DISC 1
SESSION 1 WHAT
IT IS - WHERE IT FITS
The Many Tools * Complexity and The Rate of
Change * Executive S&OP Defined *The View from 5000 feet *
Linkage
SESSION 2
- FINANCIAL PLANNING, THE ROLE OF TOP MANAGEMENT
Business Plan Characteristics * Executive
S&OP as a Subset of Business Planning * The Role of Top Management: a)
Stewardship b) The Role of Top Management - Leadership c) Monthly Time
Commitment
SESSION 3 -
BENEFITS
Executive
S&OP with High Seasonality * Executive S&OP with High Cyclicality *
Executive S&OP and New Product Launch * Hard Benefits * Soft
Benefits
SESSION 4 - RELATIONSHIP WITH OTHER TOOLS, THE
LOGIC OF S&OP
How
Executive S&OP Supports a) Lean Manufacturing b) Supply Chain Management
c) Enterprise Resource Planning * Bad Day at Acme Widget * Sally Smith’s
Spreadsheet
Disc
2
SESSION 5 - A BETTER WAY, PART 1: DISPLAY OF
INFORMATION
Where Do You
Meet the Customer? * S&OP Displays for Make-to-Stock; Make-to-Order; and
Finish-to-Order Product Families
SESSION 6 - A BETTER WAY,
PART 2: THE DEFINED PROCESS FOR DECISION MAKING
The Five-Step Executive S&OP Process *
The Role of Finance and New Product Development * Product Families and Supply
Resources * Data Requirements * Demand/Supply
Strategies
SESSION 7 - DEMAND PLANNING PART 1: PRINCIPLES
AND RADICAL THOUGHTS
Forecast Less Not More * The Planning Time
Fence * The Role of Volume and Mix * Forecasting is a Process * Don’t Focus on
Forecast Accuracy * Stamp Out Bias
SESSION 8 - DEMAND
PLANNING PART 2: THE PROCESS
The Demand Planning Process: Make-to-Stock,
Finish-to-Order and Make-to-Order * New Product Forecasting * Special
Forecasting Situations: Constrained versus Unconstrained Forecasts, Sell-To
versus Sell-Through Forecasts
DISC 3
SESSION 9 - SUPPLY PLANNING
Supply Planning Principles and Possible
Outcomes * The Supply Planning Process * Resource Requirements Planning *
Alternative Scenarios
SESSION 10 -THE PRE-MEETING AND EXEC
MEETING
Pre-Meeting
Objectives, Attendees and Characteristics * Raising Conflict and Reaching
Consensus * Exec Meeting Agenda, Participants and Timetable * Tips for Effective
Exec Meetings
SESSION 11 - RISK MANAGEMENT, EXECUTIVE
S&OP IN COMPLEX ENVIRONMENTS
Executive S&OP’s Role in Risk
Anticipation, and Risk Recovery * Executive S&OP for Non-Physical Products
* Global Executive S&OP * Executive S&OP in a Very Large
Business
Disc
4
SESSION 12
- IMPLEMENTATION PRINCIPLES, COMMITMENT GETTING STARTED
Implementation Introduction, Good News and
Bad News * The Real Issue: Organizational Behavior Change * People are the “A”
Item * The Role of Top Management in the Implementation * The Bob Stahl
Implementation Methodology
SESSION 13 - FIXING A BROKEN
EXECUTIVE S&OP PROCESS, EXE BRIEFING, LIVE PILOT: INITIAL
STEPS
Re-Implementing
Executive S&OP * The Executive Briefing and Go/No-Go Decision #1 *
Assignment of Responsibilities * The Executive S&OP Expert * Uses of The
Education Kit
SESSION 14 - KICKOFF SESSION, LIVE PILOT:
DATA GATHERING, DEMAND PLANNING, SUPPLY PLANNING
Kickoff Education and Planning * Selecting
the Pilot Product Family * Data Requirements * The Demand Planning Pilot * The
Supply Planning Pilot
SESSION 15 - PRE- AND EXEC MTG
PILOTS, PHASE II: EXPANSION, PHASE III: FULL FINANCIAL INTEGRATION
Pre-Meeting Pilot * Exec Meeting
Pilot* Go/No-Go Decision #2 * Phase II: Adding All families * Continuous
Improvement * Phase III: Full Financial Integrations * Software for Executive
S&OP
DISC
5
THE EXECUTIVE S&OP
BRIEFING
This DVD is
ideal for introducing Executive S&OP to a company’s executive team, to
groups of operating level managers, and others who will be involved in the
process. It also lends itself well to individual learning. PART 1: What
Executive S&OP Is * Where It Fits * Financial Integration * Role of Top
Management PART 2: Benefits & Process * Benefits * Defined Process for
Decision Making * Support for Global Businesses PART 3: How to Make It
Work
DISC 6
POWER
POINT™ SLIDES from Discs 1
through 5. These slides are
yours to use within your own training/education sessions
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