PREVIEW
A VARIETY OF SEGMENTS FROM
THE EDUCATION KIT

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THE EDUCATION KIT

Previews & DVD Information

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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 education and training sessions.

 Click here for a printable pdf of the sessions

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