The S&OP Self-Assessment Tool Built the Way Supply Chain Practitioners Actually Work
Stop guessing where your Sales and Operations Planning process breaks down. This Excel-based self-assessment gives you 29 structured questions across six critical S&OP categories, so you can diagnose your process maturity, close the gaps, and walk into your next S&OP meeting with a clear improvement plan.
Instant download · Excel (.xlsx) · 29 assessment questions · Lifetime access
Your S&OP process is running.
Whether it's working is another question.
From scattered meetings to a structured monthly process, with clarity on where you stand
Every supply chain team runs some version of S&OP. Demand plans get reviewed. Operations weighs in. Finance has a number. But in most organisations, these conversations happen in silos, the maturity of the process is never formally measured, and nobody quite agrees on what “good” looks like.
A rigorous S&OP self-assessment covers the full picture: policy and documentation, organisational alignment, meeting cadence, plan integration, KPI usage, and process maturity across all five steps. It surfaces the gaps before they surface as missed targets.
This tool is built by a practitioner, for practitioners. It reflects the same diagnostic framework used in S&OP transformation projects, grounded in peer-reviewed research from Grimson and Pyke, and structured so any team member can complete it honestly in under 30 minutes.
Are we documented?
Policy, process documentation, and ownership — do they actually exist and are they followed?
Are we aligned?
Meeting cadence, cross-functional buy-in, and collaboration quality across sales, ops, and finance.
Are we measuring it?
KPI usage within the S&OP cycle, forecast accuracy, fill rate, inventory, and service level.
How mature are we?
Rate each of the 5 S&OP process steps on a 1–5 maturity scale and see precisely where to focus first.
Every S&OP dimension your team needs to assess, pre-structured
Download the workbook, share it with your team, answer the 29 questions honestly, and you'll have a clear picture of your S&OP maturity within the hour. No consultants required.
S&OP Policy and Documentation
Assess whether your S&OP process is formally documented, owned, and consistently followed across the business.
Organisation, Meetings, and Collaboration
Evaluate your meeting structure, attendance quality, and how well cross-functional teams actually collaborate in the S&OP cycle.
Plan Integration, Horizon, and Scope
Check how well demand, supply, financial, and product plans are integrated, and whether your planning horizon covers the right timeframe (2–18 months).
KPI Measurement Category
Assess how rigorously KPIs are defined, tracked, and acted upon within your S&OP cycle — forecast accuracy, inventory performance, and service levels included.
5-Step Process Maturity Scoring
Rate each of the five S&OP process steps on a 1–5 maturity scale. Instantly see which steps are strong and which need attention.
Advanced Stage S&OP Questions
For teams already running a functional S&OP cycle, these questions push into Integrated Business Planning territory and identify what separates good from best-in-class.
Survey-Style Questionnaire Format
Designed to be shared across your team. Everyone answers independently, then you compare results to spot where perception diverges from reality.
Research-Backed Framework
Built on the Grimson and Pyke (2007) S&OP framework, published in the International Journal of Logistics Management. Not guesswork — peer-reviewed structure.
A clear view of your S&OP process, across every dimension
A structured visual of your process gaps tells leadership more in 60 seconds than a 20-slide deck.
See what you'll be working with
Two views from the actual assessment tool — the process blueprint and the five-step S&OP cycle used to structure every question.
Designed for S&OP practitioners.
Not management consultants.
Download and start immediately
The Excel file is ready to use the moment you download it. No setup, no configuration, no consultant needed.
Share across your team
Designed as a survey-style tool. Send it to sales, operations, and finance so everyone assesses the same process independently.
Six-category gap analysis
Coverage spans policy, organisation, plan integration, KPIs, process maturity, and advanced stage readiness. Nothing critical is left out.
1–5 maturity scale scoring
Each of the five S&OP steps is scored on a five-point maturity scale. You see exactly where you are, not just a vague traffic light.
Research-backed structure
Questions are grounded in the Grimson and Pyke (2007) framework — one of the most cited academic studies on S&OP process maturity.
29 targeted questions
Not 200 questions in a bloated consultant spreadsheet. Focused, practical, and completable in under 30 minutes by any team member.
From download to diagnostic in four steps
Download the tool
Purchase and instantly download the Excel workbook. Open it in Excel 2016 or later — no macros required.
Share with your team
Send to colleagues across sales, supply chain, and finance. Each person completes their own copy independently.
Answer all 29 questions
Work through each category honestly. The survey-style format takes under 30 minutes per person.
Identify gaps and act
Review your maturity scores across all six categories and build a targeted S&OP improvement plan.
Built for the people who have to
defend the S&OP process to leadership
Diagnose your process before your next improvement initiative
Know exactly which of the six categories is holding your S&OP back. Fix the right thing first.
Show leadership a baseline before committing to an S&OP transformation
A scored maturity baseline justifies investment and sets realistic improvement timelines.
Understand where the process breaks down before your data does
Spot the process gaps causing forecast errors and supply misalignment before they hit customer service.
A rapid S&OP diagnostic to open any client engagement
Run the assessment on day one. Present a maturity scorecard on day two. Credibility established immediately.
Every S&OP question practitioners ask,
answered by your own assessment data
People searching for an S&OP self-assessment tool want practical, structured answers to these exact questions. This tool gives you the framework to answer all of them, with your own team's data, within hours.
An S&OP self-assessment is a structured diagnostic that scores your process maturity across policy, organisation, plan integration, KPIs, and step-level execution. It tells you where the gaps are before they become service failures.
Score each of the five S&OP steps on a 1–5 scale, then evaluate documentation, meeting quality, plan integration, and KPI usage. This tool structures that entire assessment into 29 questions.
Poor documentation, inconsistent meeting cadence, and weak KPI measurement are the three most common failures. This assessment surfaces all three directly.
A full audit takes weeks and requires external consultants. A self-assessment takes under 30 minutes per person and gives you an immediate, actionable maturity baseline without the cost.
Before. Always. The assessment shows you where to focus resources. Running it after means you may have fixed the wrong things first.
Share the Excel file directly. The survey format removes the barrier. People answer independently, which also reveals where perceptions diverge across departments.
Built by a practitioner who has lived
the S&OP alignment problem firsthand
Before you buy
What is the S&OP self-assessment tool?
An Excel-based questionnaire covering 29 questions across six S&OP categories. Answer honestly and you'll have a scored maturity baseline within the hour.
Who should complete the assessment?
Share it with your S&OP team: demand planners, supply planners, finance, and operations. Independent responses reveal where perception gaps exist across functions.
How long does it take to complete?
Under 30 minutes per person. The survey format is straightforward — no technical knowledge required to answer the questions.
What Excel version do I need?
Excel 2016 or later on Windows or Mac. Compatible with Microsoft 365. No macros or add-ins required.
Can I use this for a client engagement?
Yes. Consultants use it to run a rapid S&OP diagnostic on day one of an engagement and present a maturity baseline before the first full workshop.
What format will I receive after purchase?
An instant download link to the .xlsx file, also sent to your email. Single purchase, lifetime access, no subscription.
Is support available after purchase?
Yes. Email support is available at [email protected] for questions about the tool or the S&OP process.
Find out where your S&OP process actually stands.
Download the SCMDOJO S&OP Self-Assessment Tool and get a clear, scored diagnostic of your process maturity — in under an hour.
Instant download · Excel (.xlsx) · Lifetime access · No subscription
