Sales and Operations Planning Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Sales and Operations Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sales and Operations Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales and Operations Planning specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales and Operations Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sales and Operations Planning improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How do you extract the insight and data that upper management has come to expect while ensuring sales professionals have enough time to interact and build relationships with prospects and customers?

  2. What better way to find out what is really going on in your business than to ask the people who serve on the front lines, executing the tasks required to run your daily operations?

  3. How do you devise a process to obtain multiple views of demand without consuming exorbitant amounts of time and while providing value for the already stated who provide input?

  4. What is the minimum information that needs to be communicated to provide sales management with an understanding of the progress and any problems in booking sales?

  5. How is the relationship between the operations manager and the sales staff different from the relationship between a project manager and the project team members?

  6. How do you take account of how the local operating context or specific business relationships may increase the severity or likelihood of a potential impact?

  7. Are there multiple initial fees before the business commences which should all be combined to compare against other franchise systems initial franchise fee?

  8. Can the supply organization accommodate the decrease in demand without significantly disrupting production, increasing costs, and increasing inventory?

  9. Should the sales, marketing, and product/brand management organizations all be responsible for providing demand input for the entire planning horizon?

  10. Can the supply organization accommodate the unplanned demand without significantly disrupting production, increasing costs, and increasing lead time?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sales and Operations Planning book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your Sales and Operations Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sales and Operations Planning Self-Assessment and Scorecard you will develop a clear picture of which Sales and Operations Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sales and Operations Planning Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales and Operations Planning projects with the 62 implementation resources:

  • 62 step-by-step Sales and Operations Planning Project Management Form Templates covering over 1500 Sales and Operations Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Do all stakeholders know how to access this repository and where to find the Sales and Operations Planning project documentation?

  2. Procurement Audit: Was the submission of variant tenders accepted and duly ruled?

  3. Project Management Plan: Are there any scope changes proposed for a previously authorized Sales and Operations Planning project?

  4. Roles and Responsibilities: Is there a training program in place for stakeholders covering expectations, roles and responsibilities and any addition knowledge others need to be good stakeholders?

  5. Team Operating Agreement: Are leadership responsibilities shared among team members (versus a single leader)?

  6. Procurement Audit: Were any additional works or deliveries admissible without the need for a new procurement procedure?

  7. Lessons Learned: How well prepared were you to receive Sales and Operations Planning project deliverables?

  8. Activity Duration Estimates: Which is a benefit of an analogous Sales and Operations Planning project estimate?

  9. Procurement Audit: Are information technology resources (e-procurement) used to reduce costs?

  10. Activity Cost Estimates: How quickly can the task be done with the skills available?

 
Step-by-step and complete Sales and Operations Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Sales and Operations Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Sales and Operations Planning project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sales and Operations Planning project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Sales and Operations Planning project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Sales and Operations Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sales and Operations Planning project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Sales and Operations Planning project with this in-depth Sales and Operations Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales and Operations Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Sales and Operations Planning and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales and Operations Planning investments work better.

This Sales and Operations Planning All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.