Sales and Operation Planning (S&OP)

A Highly Interactive Training Course On

Sales and Operation Planning (S&OP)

Aligning Sales and Marketing with Operational Functions

Upcoming Sessions

Classroom sessions
Register
28 Jul-01 Aug 2025
London
$5,950
Register
03-07 Nov 2025
Amsterdam
$5,950
Register
12-16 Jan 2026
London
$5,950
Register
06-10 Apr 2026
Dubai
$5,950
Register
27-31 Jul 2026
London
$5,950
Register
02-06 Nov 2026
Amsterdam
$5,950

Course Introduction

The Sales and Operation Planning (S&OP) Training Course is a strategic guide for organizations seeking to enhance coordination between their commercial and operational functions. In today’s fast-evolving market, businesses must respond swiftly to changing demand while ensuring resource optimization and cost efficiency. This S&OP Training Course addresses that critical need by equipping participants with the tools to develop an integrated planning process that bridges sales, marketing, operations, and finance.

This comprehensive Sales and Operation Planning Course emphasizes the pivotal role of senior leadership in championing the planning process. It introduces Manufacturing Planning and Control (MPC) concepts and demonstrates how S&OP can serve as a unifying framework for aligning demand with supply. Delegates will learn how to build a reliable S&OP model, analyze demand and capacity, and facilitate cross-functional collaboration to support financial and operational targets.

By fostering transparency, accountability, and data-driven decision-making, this training course empowers professionals to optimize business performance, enhance forecast accuracy, and drive sustainable growth across the supply chain and service domains.

Training Objectives

By attending this Sales and Operation Planning Training Course, participants will be able to:

  • Understand the importance of balancing supply and demand to support financial objectives
  • Design and implement a robust S&OP framework for both supply chain and service-driven businesses
  • Recognize the strategic role of demand forecasting in the S&OP process
  • Highlight the value of senior management and CEO involvement in driving successful S&OP outcomes
  • Align organizational planning practices with the S&OP model for enhanced operational efficiency

Training Methodology

This Sales and Operation Planning Training Course by COPEX employs a practical, participant-focused approach to ensure effective learning and real-world application. The training will blend expert-led presentations with hands-on exercises, case studies, and group discussions to deepen understanding of key S&OP concepts and tools.

Participants will engage in scenario-based workshops simulating real business environments to practice developing and implementing S&OP processes. Interactive activities will encourage knowledge sharing and critical thinking, while structured debriefs will reinforce learning outcomes. The course also incorporates forecast modeling techniques and best practices from successful global organizations to help attendees contextualize their learning.

By combining theoretical insights with experiential learning, this training ensures that participants leave with actionable strategies they can immediately apply within their own operations.

Who should Attend?

This S&OP Training Course is ideal for professionals involved in aligning commercial and operational strategy. It is especially beneficial for:

  • Executive Management and Decision-Makers
  • Supply Chain and Logistics Managers
  • Finance Managers involved in planning and budgeting
  • Production and Operations Managers
  • Professionals responsible for strategic planning and forecasting

Course Outline

Day One: 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 Two: Demand Management
  • The Nature of Demand
  • Forecasting
  • Calculating Forecasts
  • Forecast Management
  • Uses of Forecasts
  • Forecasting Exercise
Day Three: 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 Four: Supply Management
  • Strategic Supply Decisions
  • Time Fences and How to Manage them
  • Linking Supply to S&OP
  • Capacity Issues
  • Scheduling
  • Supply Exercise
Day Five: Putting it all together4
  • Risk Management
  • Risks Potential and Realized
  • Categorising Risk
  • Reducing Risk
  • Risk Exercise
  • S&OP Exercise

Certificates

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

COPEX stands for “The Centre for Operations & Procurement Excellence”. Our courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.

Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.

The cost of COPEX training courses varies depending on the course duration, content, and delivery method.

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to reg@copextraining.com
Telephone – +971 4 368 6886 or +971 50 106 2750

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.

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.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

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.

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.

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

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.

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this training course for you!

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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