THE EDUCATION KIT FOR SALES & OPERATIONS PLANNING

The Education Kit is designed to sharply increase the viewers’ knowledge, and thereby to increase their company’s chances for success with Executive S&OP. 

This Kit includes:

* OVER 7 HOURS OF VIDEO - The six DVDs in this kit are contained in a large, clearly marked binder to keep on your book shelf.  Each DVD has a separate holder and sign-out sheet. (DVD table of contents below.) 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

              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 Implementers, the Course Guide also addresses its use for Pre-Implementers (before a formal implementation process has begun), Re-Implementers (for companies dissatisfied with their current S&OP process and wanting to make it better), and for Post-Implementers (for companies that have successfully implemented, to teach new people coming on board and provide refresher input to others). This Course Guide is in a convenient, clearly marked binder to store with other Kit materials on your book shelf.

* 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)

* LIBRARY SHELF HOLDERS TO KEEP BOOKS ORGANIZED YET ACCESSIBLE 

The Kit will be available in January, 2009.

Pricing.   List Price: $2,000

                 Pre-Order Price: $1,500

To place your pre-order, click here. You will not be charged until the Kit is shipped to you.
_______________________________________________________________________

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.

 Click here for a printable pdf of the sessions