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Quest Training

Sales & Operations Planning (S&OP) Strategy & Implementation Training Course

Guides the design and running of an S&OP cycle that aligns demand, supply, inventory, capacity and financial plans into one structured decision process.

SFD · Supply Chain Planning, Forecasting & Demand ManagementAll Levels#2213ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Procurement, Contracts & Supply ChainCategories:Supply Chain Planning, Forecasting & Demand Management

Course Overview

This advanced course provides a practical framework for designing, implementing, and managing an effective Sales & Operations Planning (S&OP) process that aligns demand, supply, inventory, capacity, financial objectives, and business strategy. It focuses on turning cross-functional planning into a structured decision-making process that improves business responsiveness and operational alignment. Participants will examine the core S&OP cycle, including demand review, supply review, pre-S&OP analysis, executive decision-making, scenario evaluation, and performance management. The program emphasizes how to resolve demand-supply gaps and convert planning information into clear business decisions. The course also addresses S&OP governance, roles and responsibilities, data requirements, performance indicators, scenario planning, financial integration, and organizational alignment. Participants will learn how to identify implementation barriers and establish a sustainable S&OP operating model. Through practical exercises, planning scenarios, and implementation workshops, participants will develop the capability to design an S&OP framework, evaluate alternative scenarios, establish decision rights, and build an implementation roadmap aligned with organizational priorities.

Learning Objectives

  • Analyze the strategic role of S&OP in integrated business and supply chain planning.
  • Evaluate the core stages, inputs, outputs, and decision points of the S&OP cycle.
  • Align demand, supply, inventory, capacity, and financial plans.
  • Apply structured demand and supply review techniques.
  • Identify and quantify gaps between demand requirements and available supply.
  • Use scenario analysis to evaluate alternative S&OP decisions.
  • Integrate financial considerations into S&OP planning and decision-making.
  • Develop appropriate S&OP KPIs and performance dashboards.
  • Establish governance, roles, responsibilities, and decision rights for S&OP.
  • Identify implementation barriers and develop practical mitigation actions.
  • Design an S&OP operating model suited to organizational requirements.
  • Develop a practical roadmap for implementing and continuously improving S&OP.

Who Should Attend

This course is designed for supply chain, demand planning, supply planning, operations, production, inventory, procurement, logistics, and commercial professionals involved in integrated planning and decision-making. It is also suitable for sales and marketing managers, finance professionals, S&OP managers, business planning specialists, operations managers, and cross-functional leaders responsible for balancing demand, supply, capacity, inventory, and financial objectives. The program is particularly relevant to managers and decision-makers who are implementing S&OP, improving an existing planning process, or seeking stronger cross-functional alignment between commercial, operational, and financial functions.

Learning Outcomes

  • By the end of the course, participants will be able to:
  • Explain the structure and purpose of an effective S&OP process.
  • Map the complete S&OP cycle and identify key decision points.
  • Build integrated demand and supply plans.
  • Identify and quantify demand-supply gaps and their business impact.
  • Evaluate alternative scenarios and recommend appropriate planning responses.
  • Integrate inventory, capacity, procurement, and financial considerations into S&OP decisions.
  • Develop S&OP KPIs and executive-level performance dashboards.
  • Establish clear governance structures, roles, responsibilities, and decision rights.
  • Facilitate effective cross-functional S&OP meetings and decision reviews.
  • Diagnose common S&OP process failures and implementation barriers.
  • Develop an implementation framework with defined milestones and ownership.
  • Prepare a continuous improvement roadmap for S&OP maturity and performance.

Course Outline

Course Outline:

Day 1

S&OP Strategy, Principles & Operating Framework

  • Strategic purpose and business value of S&OP
  • S&OP versus traditional supply chain planning
  • S&OP process structure and planning horizons
  • Demand, supply, inventory, capacity, and financial integration
  • S&OP roles, responsibilities, and decision rights
  • Planning inputs, outputs, and information requirements
  • S&OP maturity and operating models
  • Common process weaknesses and sources of misalignment
  • Practical workshop: Assess an S&OP process and identify structural improvement opportunities
Day 2

Demand Review & Supply Review

  • Demand review process and forecast alignment
  • Demand assumptions, risks, opportunities, and exceptions
  • Supply review and capacity assessment
  • Supply constraints and resource limitations
  • Inventory and service-level considerations
  • Identifying demand-supply gaps
  • Cross-functional issue resolution
  • Preparing decision-ready planning information
  • Practical workshop: Conduct a demand and supply review and identify critical gaps
Day 3

Scenario Planning, Gap Resolution & Financial Integration

  • Scenario-based S&OP planning
  • What-if analysis and alternative supply responses
  • Evaluating capacity, inventory, procurement, and sourcing options
  • Financial impact of S&OP decisions
  • Revenue, cost, margin, and working capital considerations
  • Prioritizing demand under constrained supply
  • Evaluating trade-offs between service, cost, inventory, and capacity
  • Developing recommendations for executive decision-making
  • Practical workshop: Build alternative S&OP scenarios and evaluate their operational and financial impact
Day 4

Pre-S&OP, Executive S&OP & Performance Management

  • Pre-S&OP preparation and issue consolidation
  • Executive S&OP meeting structure
  • Decision escalation and executive governance
  • S&OP performance indicators
  • Designing dashboards and management reports
  • Tracking plan versus actual performance
  • Managing exceptions and unresolved gaps
  • Accountability and cross-functional performance management
  • Practical workshop: Prepare and conduct an executive S&OP review using a simulated business case
Day 5

S&OP Implementation, Governance & Continuous Improvement

  • Designing the S&OP implementation framework
  • Implementation phases, milestones, and ownership
  • Data, systems, and process requirements
  • Change management and stakeholder alignment
  • Governance and meeting cadence
  • S&OP maturity assessment and development priorities
  • Continuous improvement and performance optimization
  • Sustaining executive engagement and organizational adoption
  • Final workshop: Develop an S&OP Strategy & Implementation Roadmap covering governance, process stages, KPIs, decision rights, implementation milestones, responsibilities, and continuous improvement actions

Upcoming Dates

Selected date

Paris · 5 – 9 Apr 2027 · Classroom

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CityDatesPrice per ParticipantEarly Bird
ViennaScheduled
2 – 6 Nov 2026€5,700—
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AmmanScheduled
8 – 12 Nov 2026€3,100—
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AmsterdamScheduled
16 – 20 Nov 2026€5,400—
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BakuScheduled
23 – 27 Nov 2026€4,800€4,320until 2 Nov
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BangkokScheduled
30 Nov – 4 Dec 2026€6,100€5,490until 9 Nov
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BerlinScheduled
7 – 11 Dec 2026€5,800€5,220until 16 Nov
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BarcelonaScheduled
7 – 11 Dec 2026€5,400€4,860until 16 Nov
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CairoScheduled
14 – 18 Dec 2026€3,300€2,970until 23 Nov
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CasablancaScheduled
21 – 25 Dec 2026€4,300€3,870until 30 Nov
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DammamScheduled
28 Dec 2026 – 1 Jan 2027€4,200€3,780until 7 Dec
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DohaScheduled
4 – 8 Jan 2027€4,400€3,960until 14 Dec
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DubaiScheduled
10 – 14 Jan 2027€4,400€3,960until 21 Dec
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IstanbulScheduled
18 – 22 Jan 2027€4,700€4,230until 28 Dec
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Kuala LumpurScheduled
25 – 29 Jan 2027€4,400€3,960until 4 Jan
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LisbonScheduled
25 – 29 Jan 2027€5,400€4,860until 4 Jan
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LondonScheduled
1 – 5 Feb 2027€5,600€5,040until 11 Jan
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MadinahScheduled
8 – 12 Feb 2027€4,200€3,780until 18 Jan
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MadridScheduled
15 – 19 Feb 2027€5,400€4,860until 25 Jan
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MakkahScheduled
22 – 26 Feb 2027€4,200€3,780until 1 Feb
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ManamaScheduled
1 – 5 Mar 2027€4,700€4,230until 8 Feb
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MilanScheduled
8 – 12 Mar 2027€6,000€5,400until 15 Feb
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MarrakeshScheduled
8 – 12 Mar 2027€4,300€3,870until 15 Feb
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MunichScheduled
15 – 19 Mar 2027€5,400€4,860until 22 Feb
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MuscatScheduled
22 – 26 Mar 2027€5,300€4,770until 1 Mar
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OnlineScheduled
28 Mar – 1 Apr 2027€1,700€1,530until 8 Mar
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ParisScheduled
5 – 9 Apr 2027€5,700€5,130until 15 Mar
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RiyadhScheduled
12 – 16 Apr 2027€4,200€3,780until 22 Mar
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RomeScheduled
19 – 23 Apr 2027€5,800€5,220until 29 Mar
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TunisiaScheduled
26 – 30 Apr 2027€3,800€3,420until 5 Apr
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SalalahScheduled
26 – 30 Apr 2027€5,300€4,770until 5 Apr
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Available in: Istanbul · Dubai · London · Riyadh · Doha · Amsterdam

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