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.

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.

Yes, and we'd love to make that happen. COPEX  specialises in fully customised in-house training, adapting course content to align with your organisation's unique goals, culture, and industry demands. Get in touch with us directly and we'll craft the right solution for your team.

Yes, the choice is yours. The Sales and Operation Planning (S&OP) Training Course  runs in a traditional classroom setting across various international locations, and it's also available as a live online programme for those who prefer to learn from wherever they are. Pick the format that fits your lifestyle and schedule best.

Not at all. The Sales and Operation Planning (S&OP) Training Course doors are open to everyone, regardless of your background or how many years you've been in the industry. That said, having some familiarity with the subject area can help you get even more out of the experience.

Our team is available around the clock — 24 hours a day, 7 days a week — ready to answer any question you have. Whether you need help choosing the right course, completing your registration, or sorting out logistics, we're here for you.

Expect an engaging, hands-on journey — not a room full of slides and passive listening. COPEX’s delivery blends presentations with group discussions, real-world case studies, practical exercises, and collaborative workshops. The goal is simple: everything you learn, you can use immediately back at work.

You'll be in good hands. COPEX hosts its courses in premium 4-star and 5-star hotels, with professional, fully equipped training spaces designed for focus and comfort. Throughout each day, you'll enjoy refreshment breaks with coffee and snacks, plus a complimentary lunch following every session.

This Sales and Operation Planning (S&OP) Training Course welcomes professionals from all walks of corporate life — whether you're a seasoned manager, an emerging team leader, a subject-matter specialist, or simply someone driven to grow in their field. If you're serious about advancing your career and deepening your expertise, this course was built with you in mind.

Absolutely. Every participant who successfully completes the Sales and Operation Planning (S&OP) Training Course earns an COPEX Certificate of Completion — a recognised mark of professional achievement. Depending on the specific course, it may also qualify for Training credits, which will be clearly noted in the course details.

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.

Other Specialized Training Courses

Explore a selection of specialized training courses designed to advance your skills and knowledge in key areas critical to professional success. COPEX provides a wide range of programs tailored to meet industry demands, empowering you to stay competitive in today’s dynamic landscape.

Classroom
The global energy market is constantly evolving, influenced by price volatility, geopolitical events, regulatory changes, and shifting suppl...
Classroom
Most new products fail because they are developed without considering market needs from the beginning. Many innovators concentrate on techni...
Classroom
As global markets expand and supply chains become increasingly interconnected, professionals must master the rules and frameworks that gover...
Classroom
Are you aiming to expand into new international markets or improve your global sourcing strategy? In today’s highly interconnected economy,...
Classroom Online
Incoterms offer a standardized framework for establishing clear contractual agreements in international trade by defining cost allocation, r...
Classroom
In today’s fast-paced global marketplace, businesses face increasing uncertainty and competition. Understanding the essentials of Internatio...
Classroom
In many B2B environments, sales teams fall into the trap of reducing prices to win contracts, often at the expense of long-term profitabilit...
Online
Many organisations struggle to grow because they lack a clear understanding of Business to Business (B2B) marketing. Instead of using market...