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Sales and Operation Planning (S&OP)

Aligning Sales and Marketing with Operational Functions

Course Options

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Why Choose Us

Sales and Operation Planning (S&OP) Training Course is designed to strengthen strategic alignment between demand, supply, and executive decision-making. This workplace-focused course encourages participants to apply critical thinking to their own operating environment, enabling them to build structured demand scenarios and supply strategies that are balanced before executive commitment.

Through practical activities and experiential learning, participants gain a clear understanding of how the S&OP process supports integrated business planning. The course explores the evolution of ERP systems, the S&OP journey, and the importance of technology in aligning end-to-end supply chains. Learners will examine how forecasting, inventory management, and supply planning interconnect within a structured S&OP framework.

S&OP is a powerful business tool for managing the end-to-end supply chain while enhancing customer service and improving return on investment. Organizations increasingly recognize that effective coordination with customers and suppliers reduces waste and strengthens operational integration. This Sales and Operation Planning (S&OP) Training Course emphasizes collaboration, risk management, marketing alignment, manufacturing planning techniques, and organizational culture as essential elements of successful Sales & Operations Planning implementation.

Why Choose Sales and Operation Planning (S&OP)
Course Goals

What are the Goals?

This Sales and Operation Planning (S&OP) Training Course aims to provide participants with a structured understanding of the S&OP process and its role in integrated business planning. The course enables learners to connect demand management, inventory strategy, supply planning, and risk management into one cohesive framework that supports executive decision-making and operational excellence.

By the end of this training course, participants will be able to:

  • Understand where S&OP fits within overall business planning and strategic alignment
  • Demonstrate the value of balancing supply and demand to improve performance
  • Recognize the importance of executive-level commitment in driving S&OP success
  • Apply critical thinking skills to identify improvement opportunities
  • Diagnose their organization’s position within the S&OP maturity model
  • Integrate forecasting, inventory, and supply management into the S&OP process
  • Evaluate risks and incorporate structured risk management into planning decisions

Who is this Training Course for?

This Sales and Operation Planning (S&OP) Training Course is designed for professionals who contribute to demand planning, supply planning, financial alignment, and operational decision-making. It is particularly valuable for senior and middle-level managers seeking to improve cross-functional collaboration and end-to-end supply chain performance.

This training course is suitable for:

  • Finance Managers
  • Marketing Managers
  • Supply Managers
  • Materials Managers
  • Demand Managers
  • Supply Planners
  • Demand Planners
  • Inventory Managers

Participants from sales, marketing, supply chain, operations, and finance functions will benefit from the interactive and practical approach of this course.

Learning Approach

How will this Training Course be Presented?

This Sales and Operation Planning (S&OP) Training Course uses proven adult learning techniques to maximize engagement, understanding, and knowledge retention. The learning experience combines structured instruction with practical application to ensure participants can apply concepts directly within their organizations.

The course will include:

  • Formal presentations covering S&OP concepts, ERP evolution, and process definitions
  • Group discussions to explore real-world challenges in demand and supply planning
  • Practical forecasting and inventory management exercises
  • Interactive supply and risk management simulations
  • End-to-end S&OP exercises integrating all course components

Participants will work through demand management, forecasting calculations, inventory strategy, supply decisions, capacity considerations, scheduling, and risk categorization. By the end of the course, learners will have a comprehensive understanding of how to integrate all elements of Sales & Operations Planning into a structured and effective business process.

The Course Content

S&OP overview

  • Evolution of ERP and role of S&OP
  • The S&OP Journey
  • End to End Supply Chains
  • Technology in S&OP
  • S&OP Process
  • Definitions of S&OP

Demand Management

  • The Nature of Demand
  • Forecasting
  • Calculating Forecasts
  • Forecast Management
  • Uses of Forecasts
  • Forecasting Exercise

Inventory Management

  • Why do we need Inventory?
  • Types and Functions of Inventory
  • Financial Considerations of Inventory
  • Setting Inventory Levels
  • Reorder Processes
  • Inventory Management Exercise

Supply Management

  • Strategic Supply Decisions
  • Time Fences and How to Manage them
  • Linking Supply to S&OP                              
  • Capacity Issues
  • Scheduling
  • Supply Exercise

Putting it all together

  • Risk Management
  • Risks Potential and Realized
  • Categorising Risk
  • Reducing Risk
  • Risk Exercise
  • S&OP Exercise
Recognition

Certificate

  • • Wallstreet Development Academy Certificate of Completion for delegates who attend and complete the training course.
Collaborations

In Partnership With

Anderson Copex Coventry