sop-facilitator

Productivity

Sales and Operations Planning process facilitation skill with demand-supply balancing and cross-functional alignment

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S&OP Facilitator

Overview

The S&OP Facilitator skill provides comprehensive capabilities for facilitating the Sales and Operations Planning process. It supports demand-supply balancing, cross-functional alignment, scenario planning, and executive decision support.

Capabilities

Demand plan aggregation
Supply plan development
Gap reconciliation
Executive S&OP meeting facilitation
Scenario planning
Financial impact analysis
Consensus forecasting
Performance tracking

Used By Processes

CAP-003: Sales and Operations Planning
CAP-001: Capacity Requirements Planning
CAP-004: Demand Forecasting and Analysis

Tools and Libraries

S&OP platforms (Kinaxis, o9)
Collaboration tools
BI dashboards
Scenario modeling tools

Usage

skill: sop-facilitator
inputs:
  planning_cycle: "monthly"
  planning_horizon: 18  # months
  demand_input:
    - source: "sales_forecast"
      volume: 50000
      revenue: 5000000
    - source: "marketing_pipeline"
      volume: 10000
      revenue: 1200000
  supply_input:
    - resource: "Plant A"
      capacity: 45000
    - resource: "Plant B"
      capacity: 30000
  constraints:
    - type: "labor"
      limit: "10% overtime max"
    - type: "material"
      limit: "Supplier X at capacity"
outputs:
  - demand_plan
  - supply_plan
  - gap_analysis
  - scenarios
  - executive_summary
  - action_items

S&OP Process Steps

Step 1: Data Gathering

Collect demand forecasts
Update supply capabilities
Gather inventory positions
Review financial targets

Step 2: Demand Review

Review statistical forecast
Incorporate sales input
Adjust for marketing events
Finalize demand plan

Step 3: Supply Review

Assess capacity availability
Identify constraints
Develop supply options
Create supply plan

Step 4: Pre-S&OP Meeting

Reconcile demand and supply
Develop scenarios
Analyze financial impact
Prepare recommendations

Step 5: Executive S&OP

Present gaps and options
Make decisions
Assign accountability
Communicate plan

Key Metrics

Metric	Definition	Target
Forecast Accuracy	MAPE of demand forecast	< 20%
Plan Attainment	Actual vs. plan	> 95%
Inventory Health	Weeks of supply	Target +/- 10%
On-Time Delivery	Customer OTIF	> 98%

Scenario Analysis Framework

Scenario	Description	Likelihood	Impact
Base	Most likely outcome	High	Medium
Upside	Best case	Low	Positive
Downside	Worst case	Low	Negative
Stretch	Aspirational	Medium	Positive

Integration Points

ERP systems
CRM systems
Financial planning
Demand planning systems