S&OP and integrated planning training

Prerequisites

Participants must have a basic understanding of management accounting tools or have completed the training course “Management Accounting for All Business Activities—The Fundamentals of Performance Management” [FHCOGE].

Objectives

◗ Establish a robust financial forecasting process that involves all departments of the company.

◗ Understand the method’s process: steps, stakeholders, and deliverables.

◗ Evaluate change management with regard to the roles and contributions of management control in order to adapt the performance review.

◗ Integrate modeling and simulation into the predictive process.

Training program

◗ The classical forecasting approach and its limitations

– Pros and Cons of the PMT–Budget–Reforecast Triad
– Is Finance the Only Department That Prepares Forecasts?
✔ UNDERSTAND | Illustration: Diagram of the PMT – Budget – Reforecast framework
✔ APPLY | Case Study: What are the key success factors for forecasting?
✔ EVALUATE | Quiz: In your opinion… What are the limitations of an overly rigid budgeting process?

◗ Developing reliable, agile forecasts

– Rolling Reforecast and Landing: Tools, Timing, Animation
– Building Forecasts Based on a Set of Shared Assumptions
– Considering risks and opportunities, alternative scenarios
✔ APPLY | Case study: Build a landing scenario with R&O analysis
✔ EXPERIMENT | Workshop: What are the differences between MRP and S&OP?
✔ EVALUATE | Quiz: Reconstruct the IBP (Integrated Business Planning) diagram

◗ Integrating financial performance with strategy

– Long-term planning: strategic objectives, investments, cash
– Performance review: metrics, root-cause analysis of variances, corrective action plans
– Cross-functional review (Supply Chain, Logistics, Finance, Operations)
✔ APPLY | Practical exercise: Analyze variances in a 3-year PMT and identify levers for adjustment
✔ EXPERIMENT | Role-play: Lead a monthly performance review with a steering committee
✔ EVALUATE | Quiz: In your opinion… What is the appropriate level of detail for analyzing variances?

◗ Integrated approach and digital transformation

– Performance indicators focused on operational levers
– Big Data and AI for planning and forecasting
– Real-world application examples: predictive modeling and simulation
✔ APPLY | Practical exercise: Testing ROCE drivers in a project scenario using Excel
✔ EXPERIMENT | Simulation: Assessing the volatility of results based on key variables (AMV12 scenario)
✔ EVALUATE | Quiz: In your opinion… Should you prioritize a median scenario or a stress scenario?

Why choose this course?

Regardless of the industry or the size of the organization, budgeting remains a complex process, and its effectiveness is often called into question. However, there are ways to optimize it!

This training program offers you the opportunity to enhance your current budgeting process with a new, more integrated, and operational approach to planning—specifically, S&OP (Sales & Operations Planning). By placing continuous improvement at the heart of the Finance function and integrating a comprehensive financial perspective into the company’s management process, you can transform your forecasting exercise into a true planning tool that creates value.

Teaching and assessment methods

Before the training: Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.

Teaching Methods: A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.

Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.

During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.

Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.

Price

1,860 EXCL.

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S&OP and integrated planning training

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S&OP and integrated planning training