Sales and Operations Planning S&OP Course

Name: Sales and Operations Planning S&OP Training Course
Availability: InStock

Align demand, supply, capacity, inventory, and financial plans through a governed monthly cycle built around scenarios and executive decisions.

Sales and Operations Planning S&OP Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: London, Doha, Accra, Tashkent, Chicago, Langkawi and more
Next session: 9 – 13 November 2026, London
Average fee: 7,500 €

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Sales and Operations Planning S&OP Training Course

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Overview

Sales and Operations Planning S&OP Training Course is a one-week practical course for demand, supply, production, finance, sales, operations, and process-management professionals. Participants build an S&OP Decision Cycle Pack connecting governance, calendar, assumptions, demand consensus, supply and capacity, inventory and service trade-offs, scenarios, financial reconciliation, executive decisions, actions, and KPIs. Agile Leaders Training Center develops a repeatable cross-functional planning cycle rather than detailed scheduling or software configuration.

Who Should Attend

Demand planners who prepare baselines, assumptions, forecast accuracy, bias, and consensus demand
Supply and production planners who test capacity, material, inventory, sourcing, and network feasibility
Sales, marketing, and product leaders who contribute market intelligence, promotions, portfolio changes, and risks
Finance partners who translate volume scenarios into revenue, margin, cost, cash, and working-capital effects
Operations managers, S&OP coordinators, process owners, and executives who govern decisions and actions

Participants should understand basic demand, supply, inventory, capacity, and financial terms. The course does not teach transaction-level MRP, detailed production scheduling, statistical forecasting models, or configuration of a specific planning platform.

Departments and Industries

The course supports organizations that need one feasible and financially aligned cross-functional plan.

Manufacturing, consumer products, food, pharmaceuticals, chemicals, and industrial products
Retail, wholesale, distribution, logistics, and multi-site service operations
Demand planning, supply planning, production planning, procurement, and inventory management
Sales, marketing, product management, finance, strategy, and business performance
Regional, business-unit, portfolio, and executive planning functions

Learning Objectives

By the end of this course, participants will be able to:

Design S&OP governance, roles, decision rights, calendar, planning horizon, and aggregation levels.
Prepare a controlled data and assumptions pack and convert demand inputs into a consensus demand plan.
Evaluate supply, capacity, inventory, service, sourcing, and constraint evidence against demand.
Build scenarios that expose volume, value, service, inventory, cost, margin, and risk trade-offs.
Run pre-S&OP reconciliation and prepare an executive meeting around decisions rather than reports.
Track decisions, actions, performance, and process maturity across successive planning cycles.

Course Agenda

Day 1: Design the S&OP Decision Cycle

S&OP Purpose, Scope, Planning Hierarchy, and Boundary Map
Monthly Calendar, Cut-Offs, Reviews, and Decision Gates
Role, Accountability, Escalation, and Decision-Rights Matrix
Product Family, Geography, Channel, and Time Aggregation Design
Data, Assumption, Version, and Single-Plan Governance

Day 2: Build the Demand Review

Actuals, Baseline Forecast, Open Orders, and Demand Signal Pack
Forecast Accuracy, Bias, Exception, and Assumption Review
Sales, Marketing, Promotion, Price, Customer, and Market Inputs
New Product, Phase-In, Phase-Out, and Portfolio Risk Register
Consensus Demand Plan and Demand Gap Record

Day 3: Build the Supply and Capacity Review

Supply Response, Capacity, Material, Labour, and Lead-Time Profile
Inventory, Backlog, Service, Utilization, and Working-Capital Position
Constraint, Supplier, Production, Distribution, and Network Risk Map
Demand-versus-Supply Gap and Feasibility Assessment
Mitigation Option, Cost, Timing, and Ownership Register

Day 4: Reconcile Scenarios and Financials

Base, Upside, Downside, and Constraint Scenario Design
Volume-to-Revenue, Margin, Cost, Cash, and Inventory Translation
Service, Inventory, Capacity, Revenue, and Profit Trade-Off Matrix
Pre-S&OP Reconciliation and Unresolved Decision List
Executive S&OP Agenda, Option Paper, and Decision Pack

Day 5: Govern Decisions and Improve the Process

Suggested Exercise: Build an S&OP Calendar and RACI
Suggested Exercise: Reconcile Demand and Supply Gaps
Suggested Exercise: Compare Operational and Financial Scenarios
Suggested Exercise: Run an Executive S&OP Decision Meeting
Capstone Exercise: Present an S&OP Decision Cycle Pack

Practical Exercises

The course uses suggested activities based on aggregate demand, supply, capacity, inventory, service, and financial evidence.

Suggested activity: define the planning horizon, aggregation, data cut-off, review sequence, responsibilities, and decision rights for a monthly cycle.
Suggested activity: challenge a baseline with commercial assumptions, measure bias, and create a signed consensus demand plan.
Suggested activity: test supply feasibility, identify constraints, and compare mitigation options across service, inventory, cost, and timing.
Suggested activity: convert scenarios into an executive decision paper and record decisions, owners, dates, dependencies, and follow-up evidence.

FAQs

Who suits sales and operations planning training?

Sales and operations planning training suits demand, supply, production, procurement, inventory, sales, marketing, finance, operations, and leadership personnel who contribute to one cross-functional plan.

How does S&OP differ from demand planning?

Demand planning develops a reasoned view of expected demand. S&OP reconciles that view with supply, capacity, inventory, service, financial goals, risks, and executive decisions across the business.

What belongs in an executive S&OP meeting?

The meeting should focus on unresolved gaps, quantified scenarios, trade-offs, risks, recommendations, and decisions that lower-level reviews cannot settle. Routine detail and data correction should be completed earlier.

Which S&OP KPIs should be reviewed?

Useful measures include forecast accuracy and bias, plan attainment, service performance, inventory, backlog, capacity utilization, working capital, decision closure, action ageing, data timeliness, and adherence to the process calendar.

Conclusion

Participants leave with an S&OP Decision Cycle Pack for their organization. It combines governance, calendar, data controls, demand and supply reviews, gap analysis, scenarios, financial reconciliation, executive decisions, actions, KPIs, and a maturity roadmap. The pack changes disconnected functional plans into a repeatable basis for enterprise decisions.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 1-20 of 58 events

Location	Dates	Duration	Mode	Price
London	Week 46, 2026 9 – 13 November 2026	1 Week	Onsite	€6,500
Doha	Week 46, 2026 15 – 19 November 2026	1 Week	Onsite	€7,000
Accra	Week 47, 2026 22 – 26 November 2026	1 Week	Onsite	€6,000
Tashkent	Week 48, 2026 29 November – 3 December 2026	1 Week	Onsite	€8,000
Chicago	Week 49, 2026 6 – 10 December 2026	1 Week	Onsite	€16,000
Langkawi	Week 50, 2026 13 – 17 December 2026	1 Week	Onsite	€8,000
Dubai	Week 52, 2026 21 – 25 December 2026	1 Week	Onsite	€6,500
Tokyo	Week 53, 2026 28 December 2026 – 1 January 2027	1 Week	Onsite	€12,000
New York	Week 01, 2027 4 – 8 January 2027	1 Week	Onsite	€16,000
Prague	Week 02, 2027 11 – 15 January 2027	1 Week	Onsite	€7,500
Tbilisi	Week 03, 2027 18 – 22 January 2027	1 Week	Onsite	€5,700
Nairobi	Week 03, 2027 24 – 28 January 2027	1 Week	Onsite	€6,000
Amsterdam	Week 05, 2027 1 – 5 February 2027	1 Week	Onsite	€6,500
Kuala Lumpur	Week 06, 2027 8 – 12 February 2027	1 Week	Onsite	€6,500
Lisbon	Week 06, 2027 8 – 12 February 2027	1 Week	Onsite	€6,500
Manama	Week 06, 2027 14 – 18 February 2027	1 Week	Onsite	€6,500
Sharm El-Sheikh	Week 08, 2027 22 – 26 February 2027	1 Week	Onsite	€5,200
Dubai	Week 09, 2027 1 – 5 March 2027	1 Week	Onsite	€6,500
Bali	Week 09, 2027 7 – 11 March 2027	1 Week	Onsite	€6,500
Barcelona	Week 11, 2027 15 – 19 March 2027	1 Week	Onsite	€6,500

Frequently asked questions

What does this course cover?

OverviewSales and Operations Planning S&OP Training Course is a one-week practical course for demand, supply, production, finance, sales, operations, and process-management professionals. Participants build an S&OP Decision Cycle Pack connecting governance, calendar, assumptions, demand consensus, supply and capacity, inventory and service trade-offs, sce…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Sales and Operations Planning S&OP Course