Tools

S&OP Maturity Model

How do you know the maturity of Sales and Operations Planning Process in your organization? This self-assessment tool will help to identify.

S&OP Maturity Model – How Good is your S&OP?

To deploy a successful Sales and Operations Planning Process, we have built this simple yet very effective S&OP Maturity Model Self-Assessment tool which you can conduct online and the maturity score.

This S&OP Maturity Model 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 and once you finish the assessment it will “recommend” you resources to close the gap to take your process to next level!

Sales and Operations Planning Process is on the key process in supply chain planning hierarchy.

This S&OP Maturity Model 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

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.

S&OP process 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 helps the business and Supply Chain communities proactively plan for changes in demand by Monitoring the External Market.

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

Here are Quick Steps to Access the Assessment

1. Login or Sign using your email

2. Click on "New Self Assessment"

3. Under S&OP Maturity Model click on Start- Self Assessment

4. Continue selecting Yes or No in each Category

5. Complete the Self-Assessment and Click on “ See Analysis of this Evaluation”

6. Review the Analysis and Graph & Table to see your total score in each category

Reference:

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

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To understand your current knowledge and skills status I have designed this Materials Management Competency Assessment tools.

To deploy a successful Sales and Operations Planning Process, we have built this simple yet very effective S&OP Maturity Model Self-Assessment tool