Tom Wallace and Bob Stahl
Powerful, Proven Processes for Balancing Supply and Demand

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Sales & Operations Planning: The Self-Audit Workbook
by Tom Wallace & Bob Stahl


Contains checklists and principles for:
  • Executive S&OP
  • Sales Forecasting
  • Master Scheduling

and works in conjunction with an Excel file for each checklist.

Download Companion Excel File

Today's world is one of increasing demand volatility, greater complexity and rapid rates of change.  These factors call for highly effective, robust processes to manage supply chains that can extend to half a world away.

Sales & Operations Planning: The Self-Audit Workbook can enable you to:

  • Assess your current processes for balancing demand and supply across your entire supply chain.
  • Gain consensus on the most important areas for improvement, and generate enthusiasm and energy for those improvements.
  • Manage the improvement tasks effectively - by showing assignments and target completion dates, thereby facilitating follow-up.

The checklist items are based on key principles, which are fundamental to the issues at hand. These principles are included in individual lists - one each for Executive S&OP, Forecasting, and Master Scheduling.

Also included is an important appendix - one that focuses on raising and resolving conflict.

The Excel file is designed to:

  • Be projected on a screen so the entire group can see the items as they are addressed
  • Provide easy calculation of average scores
  • Customize the questions to your situation
  • Create Pareto graphs

You will need to have Microsoft Excel and a PC to run the program files

  • PC with Windows 98 or higher
  • Microsoft Excel 2000 or higher
  • 128 MB of RAM

To take full advantage of the program you will need to have working knowledge of Microsoft Excel.




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