Sales and Operations Planning Process – Self-Assessment

To deploy a successful Sales and Operations Planning Process, we have built a simple survey-like questionnaire Self-Assessment tool in Excel which you can download and share with your teams as well!

This Sales and Operations Planning Process Self Assessment tool will help you as a guide to identify which one of the below-listed process elements is considered as gap in your business.

Planning process of sales and operation is on the key process in supply chain planning hierarchy.

You can refer and study to these Top 7 Sales and Operations Planning (S&OP) Books to close the Gaps or you can email me, I will try to help!


The Sales and Operations Planning Process Self Assessment tool has 29 questions under below mentioned 6 categories:

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

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Simplistically speaking, the S&OP process does exactly what it says on the tin – it provides a general overview of company’s Sales and Operations Planning method! Its purpose is to aid you in understanding the planning balance between supply and demand.

sales and operations planning process

It represents an organizational improvement process which will…

  1. Balance employee understanding of supply capacity and market demand.
  2. Establish a common language for information sharing among all functional groups

The Sales and Operations Planning Process which is 5 Step monthly process (shown below) helps the business and Supply Chain communities proactively plan for changes in demand by Monitoring the External Market.

S&OP Process

S&OP as Supply Chain Process:


is a forecasting and decision-making process,

involves every department in the business,

gives the visibility and alignment on the middle term demand (2-18 months)

It is a monthly process

  • That provides realistic demand, production, and inventory plans to meet customer requirements.
  • That is implemented by a cross-functional team
  • That is documented and agreed by all parties
  • That provides communication and coordination of activities in different departments


The guide is inspired from below 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

Supplementary Supply Chain Policies & Procedure You Should Have in Your SCM Policy Book

Supply Chain Self-Assessment Improvement Tools


Dr. Muddassir Ahmed
Sales and Operations Planning Process – Self-Assessment
Article Name
Sales and Operations Planning Process – Self-Assessment
This tool helps supply chain practitioners to identify the Sales and Operations Planning Process deployment gaps & compare against Best in Class elements.
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Dr. Muddassir Ahmed
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