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Benefits
This Kit addresses the most important element in making Executive S&OP work: Your People - up to and including your executive team Benefits from using the Kit:
- Build deep understanding of Executive S&OP within your company
- Create a vision of the company's future
- Reach consensus on how S&OP will support your company
- Reduce your dependence on outside consultants
- Minimize false starts and delays, and get results sooner
- Increase your odds for success with Executive S&OP
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Education Kit Contents:
* Over 7 hours of video instruction by Tom in the clear, straightforward, no-nonsense style that is his hallmark. Including DISCUSSION POINTS at the end of most sessions, intended to stimulate discussion among the viewers and for them to relate what they have just learned to their company. (see below for detailed list)
* Expert Inputs from 13 individuals in companies successfully using Executive S&OP, including Dow Chemical, Johnsonville Sausage, Microsoft, Nestle, Procter & Gamble 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.
* A Comprehensive Course Guide Written by Tom to ensure that your company gets the most out of your Kit.
View Sample pages: Session Usage * How to Use the DVD/Videos The Course Guide spells out how to use the Kit for: - First-Time Implementers
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Re-Implementers (for companies dissatisfied with their current S&OP process and wanting to make it better) Post-Implementers (for companies that have successfully implemented, to teach new people coming on board and provide refresher input to others). - Pre-Implementers (before a formal implementation process has begun)
The Kit can also be helpful for people to use for individual learning. This could include almost anyone interested in learning more about Sales & Operations Planning: consultants wanting to broaden their practice, software sales people wishing to understand this process and why it's so popular with their customers, people on the staffs of corporate training groups and corporate universities, individuals studying for certification, and so on. * 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 S&OP graphs.
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.
The Self-Audit Workbook - An efficient, effective tool to evaluate your Executive S&OP, Sales Forecasting & Master Scheduling processes. Excel checklist available for download. Preview checklist ( Microsoft Excel required and in Excel - enable Macros)
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DVD Table of Contents
(see end of list for a printable pdf of this information)  DISC 1 Click to Preview
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 Click to Preview
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 Back to top of page
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On-Line Coaching
ON-LINE COACHING $650 for 3 months
(Available Exclusively to Education Kit Purchasers)
On-Line Coaching provides e-mail access to Tom Wallace, widely recognized as one of the premier thought leaders in the field of Sales & Operations Planning. Tom can provide expert guidance, answer questions, and in general help keep the S&OP initiative moving forward.
The process begins with a telephone conversation between Tom and one or several of the key people involved in the S&OP initiative. Following that, e-mails are used almost exclusively. There is no limit to the number of e-mails, but access to Tom is limited to two individuals, possibly the Project Leader and the Executive Champion. The duration of the On-Line Coaching process is for three months, with the start date specified by your company. It can be extended in three-month increments.Back to top of page
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Six DVDs, Course Guide and 25 books (15 of the How-To Handbook, 5 Executive's Guides, and 5 Self-Audit Workbooks. Retail value almost $1200) 
