S&OP Effectiveness Checklist (click to download Excel Workbook)
This download is in Microsoft Excel. You will be able to customize the text of the questions to your individual situation.
Companion worksheet to the book Sales & Operations Planning: The Self-Audit Workbook, which includes this checklist in hard copy. This download will provide you with an excellent scoring mechanism. However, we recommend that you use the book along with the download.It provides each participant with a place to record and keep extensive, individualized notes, a place to document assigned responsibilities and due dates; and advice on dealing with conflict that may arise from the various departments involved in the evaluation process. All of which are key to making the checklist process effective and meaningful.