Welcome to TFWallace.com . . .


     . . . the premier site for education and training resources on Sales & Operations Planning (S&OP). This site is loaded with information to help you be successful with this powerful process -- free downloads including white papers, newsletters and checklists, books and videos, plus a complete resource from which your people can learn all they need to know about S&OP.

    Eight Elementary Errors about S&OP

    Over the years, I've seen so many companies get off on the wrong foot with S&OP,  because of misunderstandings of what this S&OP stuff is all about.  These erroneous views, if not corrected early, get in th eway of successful implementation - and will probably make it fail.

    Read more . . .

    S&OP White Papers: 1. Change Management 2. Costs and Benefits

    Change Management: Implementing S&OP successfully is essentially a matter of change management, and the amount of change is significant. This white paper stresses that the most important element is not the processes, the data, nor the software but rather the mindset of the people. 

     

    Cost and Benefits: "How much does this S&OP stuff cost?" is a phrase heard more frequently these days. This white paper addresses that issue, first by discussing the benefits achieved by real-world companies and then by identifying the relevant costs involved in an implementation.

    Read Complete White Papers

    How Much Help Will You Need Impementing S&OP

    I remember a friend talking about how much help various companies need in inplementing new processess; he said some companies are so good that they could read a book on the subject and then successfully implement.  He said further that such companies are far and few between.

    Learn More

    The Foundation Trio PLUS A Free Self-Audit Workbook

     Trio and Free Workbook  Includes:
    Sales & Operations Planning: The How-To Handbook, Sales Forecasting: A New Approach and Master Scheduling in the 21st Century

    This trio of books gives you the information and tools needed to build the foundation for a successful Executive S&OP process.

    Everything from the Master Scheduler's job description - to the creating a valid sales forecast - to having an effective Exec S&OP Meeting and all the nitty gritty in between.

    Order The Foundation Trio

    Plus for a limited time when you purchase The Foundation Trio you will receive The Self-Audit Workbook at no additional charge. Find out how well you're doing with S&OP, Forecasting or Master Scheduling - so that you can make them better.

    Three separate checklists. Executive S&OP - Sales Forecasting - Master Scheduling. How effective are your processes for balancing demand and supply?  This workbook will help you get the answers and start on a path for improvement.  The book provides ample room to keep running notes, a place to assign responsibilities and record due dates for those assignments.

    A companion Excel® file for all of checklists is available for download.  It's ready to project on a screen and is perfect for a group session. The program does the scoring and calculation for you and you can customize the questions for your specific situation.




    BOOKSTORE

    How are you going to teach your people about S&OP?

    Our library of books and videos by Tom Wallace and Bob Stahl guide you through from the basics to the boardroom.  What S&OP is, how it works, how-to implement it, and how to make it better.  These materials are are written in a clear, easy to understand and to-the-point style.

    Visit the Bookstore Now

    S&OP 101

    Are you new to this S&OP stuff? Maybe you don't have a good handle on what it's all about?

    Sales & Operations Planning (S&OP) is a set of decision-making processes to balance demand and supply, to integrate financial planning and operational planning, and to link high level strategic plans with day-to-day operations. Lets walk through this subject question by question.

    TELL ME MORE!
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