Sales and Operations Planning Process Assessment


Buy Now
Product Carousel
Product Carousel

For the effective implementation of a successful Sales and Operations Planning Process, we have developed a user-friendly survey-like questionnaire Self-Assessment tool in Excel, which you can conveniently download and share with your teams.


This Sales and Operations Planning Process Self-Assessment tool serves as a guide to help you identify any gaps in your business concerning the process elements listed below.


The Sales and Operations Planning process holds a pivotal role within the supply chain planning hierarchy.


To bridge these gaps, you can refer to and study the Top 7 Sales and Operations Planning (S&OP) Books, or feel free to email me—I’m here to assist!


Categories of Sales and Operations Planning Self-Assessment Tool

The Sales and Operations Planning Process Self-Assessment tool comprises 29 questions across the six categories mentioned below:


  • S&OP Process Policy and Documentation
  • S&OP Organization, Meetings, and Collaboration
  • S&OP Plan Integration, Planning Horizon, and Scope
  • Measurements – Use of KPIs in the S&OP Process
  • The maturity of the 5 Steps S&OP Process on a Scale of 1-5 (1- Lowest & 5- Highest)
  • S&OP Advanced Stage Questions


Simplistically speaking, the S&OP process precisely delivers what its name suggests – a comprehensive overview of the company’s Sales and Operations Planning methodology. Its primary objective is to assist in comprehending the equilibrium between supply and demand planning.


This process embodies an organizational enhancement approach that will:


  1. Attain a harmonious understanding among employees regarding supply capacity and market demand.
  2. Establish a unified vocabulary for information exchange across all functional groups.


The Sales and Operations Planning Process, which follows a 5-step monthly structure (as depicted below), aids both the business and Supply Chain communities in preemptively preparing for shifts in demand by closely Monitoring the External Market.



S&OP as a Supply Chain Process:


  • Encompasses forecasting and decision-making aspects.
  • Engages every department within the business.
  • Offers visibility and alignment regarding mid-term demand (2-18 months).
  • Operates on a monthly cycle.
  • Furnishes realistic demand, production, and inventory plans to fulfill customer needs.
  • Requires the collaboration of a cross-functional team.
  • Involves documentation and agreement from all involved parties.
  • Facilitates communication and coordination of activities across various departments.


Sales and Operations Planning Process


Why You Should Buy This Guide


1. Streamline Your Sales and Operations Planning Process

With our user-friendly survey-like questionnaire Self-Assessment tool in Excel, you’ll be equipped to identify and bridge any gaps within your business’s S&OP framework.


2. Ensure Effective Implementation

Implementing a successful S&OP process is crucial for maintaining supply chain efficiency. Our guide provides a structured approach, ensuring that every step of the S&OP process is effectively executed.


3. Gain Insights Across Six Essential Categories

Our Self-Assessment tool covers 29 questions across six key categories, including S&OP Process Policy and Documentation, Organization and Collaboration, Planning Integration, KPI Measurements, Process Maturity, and Advanced Stage Questions. By addressing these categories, you’ll gain a holistic understanding of your S&OP process’s strengths and areas for improvement.


4. Tap into Expert Knowledge

Backed by research, our guide draws insights from top industry experts like J. Andrew Grimson and David F. Pyke, providing you with a proven framework for optimizing your S&OP process.


5. Enhance Cross-Functional Collaboration

Effective S&OP requires seamless collaboration across departments. Our guide facilitates communication and alignment among teams, ensuring everyone is working towards the same goals.


6. Preemptively Prepare for Market Shifts

By closely monitoring external market factors, our guide helps you anticipate shifts in demand and proactively adjust your S&OP plans accordingly.


7. Accessible and Convenient

Our guide comes in an easy-to-use Excel format, making it convenient to download and share with your teams. Whether you’re a seasoned professional or new to S&OP, our guide provides the tools you need to succeed.


8. Personalized Support

Have questions or need assistance? Feel free to reach out to us via email. We’re here to support you every step of the way on your S&OP journey.


Investing in our guide means investing in the future success and efficiency of your supply chain. With our expert-backed insights and practical tools, you’ll be well-equipped to optimize your S&OP process and drive business growth.


If PayPal is unavailable in your country, you can attempt this alternative link to access the download.



The guide is inspired by a research article

J. Andrew Grimson, David F. Pyke, (2007) “Sales and operations planning: an exploratory study and framework”, The International Journal of Logistics Management, Vol. 18 Issue: 3, pp.322-346

In this S&OP course International conference speaker and trainer Dr. Muddassir Ahmed describes how the S&OP Process can be used as the platform to drive continuous improvement and manage demand with supply to achieve customer satisfaction and operational targets.


In Episode 38 of The Supply Chain Show ™, Dr. Muddassir Ahmed has interviewed S&OP Consultant and Trainer🎤Business Podcaster 🎧

In this episode Ahmed Khaled and I have talked about:

– High-level overview of How S&OP works in FMCG?

– How do you know what is your unconstrained demand in FMCG and which is not induced by promotion?

– What are the Top 3 challenges in deploying S&OP in FMCG

– What is the MOST Important factor in FMCG for S&OP Success?


This S&OP course is based on Dr. Muddassir’s experience over the past 14 years working as a Sales and Operations Planning leader on large, complex initiatives with global corporations and provides specific details for those that are hands-on, as well as the bigger picture items to consider for those in leadership roles. This sales and operations planning course offers case examples, tips & tricks, Sales & Operations Planning (S&OP) process tools, and format. This course essentially answers the question: How Do You Run an S&OP Process Everyone Understands?


Access our Best Practices on our Website!

Supply Chain Digitalization Readiness Assessment
Intermediate Supply Chain Digitalization Best Seller

Supply Chain Digitalization Assessment

Total Downloads: 13 0 (0) 1 Files 246.31 KB

$ 49
logistics kpi dashboard
Intermediate Logistics Best Seller

Logistics KPI Dashboard Excel Template

Total Downloads: 33 0 (0) 2 Files 1.86 MB

$ 59
Intermediate Supply Chain Best Seller

Inventory Optimization Tool in Excel

Total Downloads: 51 0 (0) 4 Files 2.67 MB

$ 69
Intermediate Supply Chain Best Seller

Materials Management Competencies Assessment

Total Downloads: 16 0 (0) 1 Files 92.09 KB

$ 49
You have to login first as a client to leave a review.

Ratings and Reviews

5.0 out of 5 stars (based on 1 review)
5 star100%
4 star0%
3 star0%
2 star0%
1 star0%

What's your experience? We'd love to know!

Write a Review

A Valuable Resource for Enhancing Sales and Operations Planning

9 months ago

This blog is a fantastic resource for anyone looking to improve their Sales and Operations Planning process. The Self-Assessment tool it offers is user-friendly and comprehensive, covering essential aspects of S&OP. The inclusion of additional resources like the Top 7 S&OP Books and the willingness to provide assistance via email is a testament to its commitment to helping businesses succeed. Highly recommended!

Avatar for Sajal

No reviews found.