S&OP and integrated planning training

Prerequisites

Mastery of the basic tools of management control is recommended, for example, by having taken the training course "Management Control - Performance Management - The Fundamentals" [FHCOGE].

Objectives

◗ Implement a robust approach to financial forecasting that integrates all business functions

◗ Understand how the method works: stages, players, deliverables

◗ Evaluate change management in terms of the roles and contributions of management control in order to adapt the performance review accordingly

◗ Integrating modeling and simulation into the predictive approach

Training program

◗ The classical forecasting approach and its limitations

- Advantages and disadvantages of the PMT - Budget - Re-forecast triptych
- Is finance the only function that makes forecasts?

✔ UNDERSTANDING | Illustration: diagram of the PMT - Budget - Reforecast triptych
✔ APPLY | Case study: what are the key success factors for forecasting?
✔ EVALUATE | Quiz: in your opinion... What are the limits of an overly rigid budgeting process?

◗ Developing reliable, agile forecasts

- Sliding reforecast and landing: tools, pace, animation
- Construction of forecasts based on a set of shared assumptions
- Taking into account risks and opportunities, and alternative scenarios

✔ APPLY | Case study: building a landing scenario with R&O analysis
✔ EXPERIMENTATE | Workshop: what are the differences between MRP and S&OP?
✔ ASSESS | Quiz: reconstruct the IBP (Integrated Business Planning) diagram

◗ Integrating financial performance with strategy

- Long-term planning: strategic objectives, investments, cash flow
- Performance review: indicators, variance analysis by cause,
corrective action plans
- Cross-functional review (Supply Chain, Logistics, Finance, Operations)

✔ APPLY | Case study: analyze gaps in a 3-year MTP and identify adjustment levers
✔ EXPERIMENTALIZE | Case study: conduct a monthly performance review with a steering committee.
✔ EVALUATE | Quiz: in your opinion... What's the right granularity for gap analysis?

◗ Integrated approach and digital transformation

- Performance indicators focused on operational levers
- Big Data and AI for planning and forecasting
- Case studies: predictive modeling and simulation

✔ APPLY | Case study: test ROCE levers in a project case via Excel
✔ EXPERIMENTALIZE | Simulation: assessing earnings volatility as a function of key variables (AMV12 case)
✔ EVALUATE | Quiz: what do you think... Should we opt for a median scenario or a stressed scenario?

Why choose this course?

Whatever the sector of activity or the size of your organization, budgeting remains a complex exercise, the effectiveness of which is often called into question. Yet there are ways of optimizing it! This training course offers you the opportunity to enhance your current budgeting process with a new, more integrated and operational approach to the planning process, such as S&OP(Sales & Operations Planning). By putting continuous improvement at the heart of the Finance function, and combining a complete financial vision with the company's management process, you can turn your forecasting exercise into a genuine planning tool, creating value.

Teaching and assessment methods

Before: self-assessment quiz

During the session: alternating theoretical developments, illustrations and case studies. Participants are encouraged to transpose their knowledge to their own situations, so as to share experiences. Numerous exchanges during the session ensure that the target skills have been acquired.

Afterwards: the trainer is available to answer any questions relating to the training.

General training | FinHarmony Conseil & Formation

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Price

1,860 EXCLUDING VAT

Testimonials

S&OP and integrated planning training

Jonathan C.
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S&OP and integrated planning training