Sales and Operation Planning (S&OP)

Upcoming Sessions

Classroom sessions
Online sessions

Course Introduction

The Sales and Operation Planning (S&OP) Training Course is designed to help organizations create strong alignment between sales, operations, finance, and supply chain functions. In increasingly volatile and competitive markets, organizations must respond quickly to demand changes while maintaining cost control and operational efficiency. This Sales and Operation Planning Course focuses on building an integrated planning approach that connects commercial objectives with operational capabilities, ensuring consistent and informed decision-making across the business.

This training course introduces participants to the core principles of Sales and Operation Planning, supported by Manufacturing Planning and Control (MPC) concepts. It highlights how S&OP acts as a structured, end-to-end planning framework that balances demand, supply, and financial performance. Through practical insights, participants will understand how to design an effective S&OP cycle, analyze demand patterns, assess capacity constraints, and align planning decisions with organizational goals.

The S&OP Training Course also emphasizes collaboration, accountability, and leadership involvement as key drivers of success. By improving forecast accuracy and enhancing cross-functional coordination, this course enables organizations to strengthen operational performance and achieve sustainable growth across supply chain and service environments.

Key benefits of this training course include:

  • Developing a structured and repeatable S&OP process
  • Improving coordination between sales, operations, and finance
  • Enhancing demand forecasting and capacity planning accuracy
  • Strengthening decision-making through data-driven insights
  • Aligning operational plans with financial and strategic objectives

Objectives

By attending this Sales and Operation Planning Training Course, participants will gain the knowledge and practical skills required to support effective organizational planning and execution. This course aims to build a strong understanding of how S&OP connects strategy with day-to-day operations.

Participants will be able to:

  • Understand how balancing supply and demand supports financial and operational objectives
  • Design and implement a robust S&OP framework suitable for supply chain and service-based organizations
  • Recognize the strategic importance of demand forecasting within the Sales and Operation Planning process
  • Appreciate the role of senior leadership involvement in driving consistent and successful S&OP outcomes
  • Align internal planning activities with the S&OP model to improve efficiency, visibility, and control

Training Methodology

This Sales and Operation Planning Training Course uses a practical and interactive learning approach to ensure participants can apply concepts directly to their work environment. The course combines expert-led presentations with structured discussions, real-world case studies, and guided exercises that reinforce key principles of S&OP.

Participants will take part in scenario-based workshops that simulate real organizational challenges related to demand management, inventory planning, and supply decision-making. These activities encourage collaboration, critical thinking, and the application of forecasting and planning techniques. Group exercises and facilitated discussions help participants share experiences and gain insights from different operational perspectives.

By integrating theoretical foundations with hands-on learning, this training course ensures participants leave with actionable tools, proven techniques, and a clear understanding of how to implement and sustain an effective Sales and Operation Planning process.

Who Should Attend?

This Sales and Operation Planning Training Course is designed for professionals who play a role in aligning demand, supply, and financial planning across the organization. It is suitable for individuals involved in strategic, tactical, and operational decision-making.

This course is particularly beneficial for:

  • Senior managers responsible for organizational planning and performance
  • Supply chain and logistics professionals involved in demand and supply alignment
  • Finance professionals supporting budgeting, forecasting, and performance analysis
  • Production and operations managers overseeing capacity and scheduling
  • Planning and forecasting professionals responsible for demand and inventory decisions

Course Outline

Day 1: S&OP overview

  • Evolution of ERP and role of S&OP
  • The S&OP Journey
  • End to End Supply Chains
  • Technology in S&OP
  • S&OP Process
  • Definitions of S&OP

Day 2: Demand Management

  • The Nature of Demand
  • Forecasting
  • Calculating Forecasts
  • Forecast Management
  • Uses of Forecasts
  • Forecasting Exercise

Day 3: Inventory Management

  • Why do we need Inventory?
  • Types and Functions of Inventory
  • Financial Considerations of Inventory
  • Setting Inventory Levels
  • Reorder Processes
  • Inventory Management Exercise

Day 4: Supply Management

  • Strategic Supply Decisions
  • Time Fences and How to Manage them
  • Linking Supply to S&OP
  • Capacity Issues
  • Scheduling
  • Supply Exercise

Day 5: Putting it all together4

  • Risk Management
  • Risks Potential and Realized
  • Categorising Risk
  • Reducing Risk
  • Risk Exercise
  • S&OP Exercise

Certificate

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Manufacturing & Production Trading and Marketing

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

Enquiry

We can customize this training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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