August 5th - PDM: Integrated Business Planning, The Evolution of S&OP


Don't miss our first PDM of the new year, it promises to be one of our best!
 
Successful planning doesn't just happen!
 
Integrate insights from all the functional planning disciplines of your business to produce superior performance results through a single, fully integrated operating plan �Successful performance isn't the product of a single department. Sales, Product Management, Manufacturing and, Finance all need to be on the same page if your company is to achieve superior business performance and maximum profitability. Getting and maintaining functional plan alignment is the key to success.
 
What does it take to make it happen?
 
Sales & Operations Planning (S&OP) is now a complete, Integrated Business Planning (IBP) process where the executive team continually achieves focus and alignment across all the critical functions of the organization. IBP is a communications and decision-making based process that sets the direction, priorities and boundaries for the rest of the organization. Through the IBP process, the executive leadership team and supporting staff members regularly and routinely review customer and marketplace demand and key "constrained" supply resources and regularly "re-plan" the business across an 18 to 24 month rolling planning horizon; including the deployment of their strategic plans by continually reviewing new market directions, new products and projects and integrating them with the demand, supply and financial management of the business enterprise.
 
Who should attend: 
General Managers and their leadership team members, financial managers, demand managers, sales forecasters, marketing and sales managers, product managers, customer service managers and supply chain managers.
 
What you will learn:  
  • How S&OP has evolved and now provides a functionally complete, Integrated Business Planning process for your company
  • How to organize, develop, implement and operate a Integrated Business Planning process at your company
  • Who the principle process owners need to be to support a successful IBP implementation
  • What the overall IBP support organization should look like
  • How to develop an IBP review-step calendar & timing
  • What level of product data and horizon length is needed to support a long-term, aggregate-level IBP process
  • How to develop Pre-Management Business Review Step and MBR meeting cycle agendas.
  • What each of the Pre-MBR steps should consist of for the integrated product management, demand, supply and finance reviews
  • What kind of metrics and KPIs will be required to measure each key IBP planning area performance
  • What kind of presentation data is necessary for effective IBP and how your company can generate and manage this data from available tools
  • How to determine your company's IBP process model
  • How to develop and link all of your company's plans into a single game plan that will be used by all departments
  • How Product Mgmt, Sales, Manufacturing and Finance can develop, work to and maintain an integrated operating plan
  • How your company's strategic plans and your annual business plans can be accomplished through Integrated Business Planning
  • How to effectively use Oliver Wight's Proven Path IBP Implementation Model
 
Benefits of Attending:
  • Gaining a clear understanding of the key IBP success factors and critical process structure and steps
  • You will understand top management's role in the decision-making process and what questions the GM should ask in the IBP review
  • You will know the key things to do before each IBP review meeting takes place and who should be involved.
 

Speaker:
 
Patrick J. Bettini
Senior Partner, Oliver Wight

Mr. Pat Bettini is Senior Partner at Oliver Wight Americas. His 35-year ERP/SCM consulting and education career covers "hands-on" management as a production engineer, production and inventory control manager, and materials manager, followed by a move to the Manufacturing Systems Division of Xerox, first as a Senior Consultant and then as Director of Education and Consulting. He gained senior management experience as the Vice President of Sales and Marketing for an international ERP systems company before joining Oliver Wight in 1988.  Pat was APICS certified in 1979 and actively presents educational topics to APICS chapters across the US.

New for 2010, Members can purchase an Annual Pass!
 
Purchase the Annual Pass for $125 then attend as many of the PDMs you want for no additional charge!
 
We have 10 PDMs per year so that's a $250 value!
 
See the Annual Pass page for more details and to purchase the Annual Pass.
 
Click on the link below to register for the PDM.
 
Please Note that you must still register for the PDM even if you have an Annual Pass!