sop-facilitator

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