S&OP Implementation Plan


 S&OP Implementation Plan (click to download Excel Workbook)

Our intent here is to provide a task list of most of what needs to be done for a successful implementation of Executive S&OP. The list is intended to be entered into your project management software.

Please note: this is a generalized list and must be tailored to become the individual company's plan. As such, some tasks may not be necessary and can be dropped, while others may need to be added. Overall, this list follows the Implementation Path diagram that is discussed in Sales & Operations Planning: The How-To Handbook, 3rd edition  (page 72 and Appendix A, page 193)

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