Supply Chain PLANNING Learning Topics

Objectives:

1.  Explain why companies plan.
2. Describe how the various levels of business planning work with each other.
3. Identify the components of the manufacturing planning and control (MPC) model.
4. Define synchronized planning and identify synchronized planning level-two capabilities.
5. Define the digital competency model (DCM).
6. Identify technologies that support synchronized planning.
7. Explain why it is important to understand the principles and processes underlying, manufacturing and distribution technology.

Topics

Planning

• Why Do Companies Plan?
• How Do Companies Plan?

Manufacturing Planning and Control (MPC) System

• MPC Overview
• Strategic Planning
• Operations Management Planning
• Operations Execution
• Distribution Planning
• Technologies within Strategic Planning

What Is Synchronized Planning?

• Synchronized Planning Definition
• Digital Capabilities Model (DCM)
• Why Synchronized Planning?
• Level 1 Capabilities
• Level 2 Capabilities

Additional Digital Information Technology for Supply Chains

• Technologies within the Digital Supply Chain

Objectives:

1. Explain why business planning is important in well-managed businesses.
2. Discuss types of market variables planners should consider when developing strategy.
3. Describe technology’s impact on business planning.
4. Describe the importance of synchronized process linkages from business planning to execution of plans.
5. Explain planning horizons and their importance.
6. Discuss activities performed at different levels of the synchronized business planning hierarchy.
7. Explain the importance of different types of financial statements in business planning.
8. Discuss tools and techniques used to support synchronized business planning. Q Discuss the concept of operations strategy.

Topics:

Market and Technology Variables in Business Planning

• Current and Evolving Environments
• Industry Advances and Technological Evolution
• Digital Development

Planning Horizons

Synchronized Business Planning Hierarchy

• Introduction to the Planning Hierarchy
• Synchronizing the Mission–Getting Everyone on the Same Page
• Synchronizing the Vision–Keeping Everyone on the Same Page
• Strategic Plans–Balanced Scorecard
• Strategic Plans–Channel Network and Scenario Planning
• Synchronizing Financial Planning and Growth Strategy
• Financial Planning–Profit and Loss Statements
• Financial Planning–Sales and General Administrative Expenses
• Business Imperatives–Synchronizing Resources with Objectives
• Functional Support–Synchronizing Recourses with Objectives
• Synchronizing Core Process with Strategic Planning Objectives

Other Tools and Techniques to Support Synchronized Business Planning

• Hoshin Kanri - Vertical and Cross Functional Alignment of Objectives
• Portfolio Life Cycle Planning–Synchronizing Plans with Product Life Cycles
• The ASCM Sustainability Framework
• Operations Strategy–Manufacturing Environments
• Operations Strategy–Inventory Planning
• Supply Chain Strategies
• Synchronizing Strategy for Multiple Business Units (in Larger Businesses)

Objectives:

1. Explain why and how demand planning is done in well-managed businesses.
2. Describe the role of technology in demand planning and S&OP.
3. Understand how to manage the sales funnel.
4. Explain how a robust S&OP process can be helpful in risk management.
5. Identify the roles in the planning process and how they fit within the tired S&OP system.
6. Interpret the five process steps within the S&OP cycle.

Topics:

Demand Planning

• Misguided Assumptions
• Synchronizing with Business Planning
• Business Plan Objectives
• Marketing Investments
• Sales Management
• Historical Time-Series Data
• Digital Contract Management

Sales and Operations Planning (S&OP)

• S&OP Overview
• Prerequisite Activities and Data Gathering
• Key Measurements
• Scheduling the Monthly S&OP Cycle and Steps
• Software and Product Line Templates
• S&OP Cycle and Final Meeting Agenda
• Roles and Responsibilities in S&OP
• Tiered S&OP
• S&OP Handoff to the Organization

Objectives:

1. Discuss the objectives and uses of master scheduling.
2. Describe the inputs to the master production schedule.
3. Outline the steps in the master scheduling process.
4. Discuss the objectives and uses of material requirements planning (MRP).
5. Describe the inputs to MRP.
6. Describe types of bills of material and their uses.
7. Outline the process of MRP.
8. Define the levels of capacity planning.
9. Describe various methods of measuring capacity.

Topics:

Master Scheduling Overview

• Objectives of Master Scheduling
• Relationship of Master Scheduling to Other Plans
• Differences in Master Scheduling based on Manufacturing Strategy/Business Environments
• Inputs to the MPS

The Master Scheduling Process

• The MPS Grid
• Steps in the Master Scheduling Process
• Managing Change and the MPS

Material Requirements Planning Overview

• Objectives of MRP
• Relationship of MRP to Other Plans
• Inputs to MRP
• Bills of Material
• Types of Bills of Material
• Other Uses for Bills of Material

The MRP Process

• The MRP Grid
• Steps in the MRP Process
• Managing Change and MRP

Capacity Management

• Types of Capacity Capacity Planning Levels
• Methods of Measuring Capacity
• Capacity Required (Load)
• Scheduling Techniques
• Managing Overloads and Underloads

Closed-Loop Planning

Objectives:

1. Discuss the purchasing cycle and functions.
2. Explain how suppliers are selected.
3. Recognize current trends in the procurement process.
4. Identify methods of environmentally responsible purchasing.
5. Discuss the various types of manufacturing and how they are controlled.
6. Explain how to use scheduling techniques.
7. Describe the theory of constraints.
8. Explain advanced planning and scheduling.

Topics:

Purchasing

• Purchasing versus Procurement
• Relationship with Synchronized Plans
• Purchasing Cycle
• Current Functions and Trends
• Environmentally Responsible Purchasing
• Ethical Sourcing
• Purchasing and Supply Chain Management
• Purchasing Performance Measurements

Production Activity Control (PAC)

• PAC Objectives and Functions
• Types of Manufacturing
• Data Requirements
• Manufacturing Lead Time
• Scheduling Techniques
• Sequencing and Dispatching Orders
• Bottleneck Management
• Reporting and Performance Measurement

Advanced Planning and Scheduling (APS)

• What Is APS?

Objectives:

1. Explain the role of distribution management in the supply chain.
2. Discuss the objectives and drivers of the channel network design and structure.
3. Describe critical decisions required when developing a distribution plan.
4. Compare and contrast distribution replenishment systems when they would be used.
5. Identify critical decisions required for a successful warehouse strategy.
6. Describe critical decisions required for a successful transportation strategy.
7. Identify common information systems used in the distribution planning function.

Topics:

The Role of Distribution in Supply Chain Management

• Distribution Management in the Supply Chain
• Distribution Planning and the Business Plan

Channel Network Design

• Importance of Good Channel Network Design
• Channel Design Tree Structures
• Insourcing or Outsourcing within the Channel Network
• Labor and Equipment

Inventory Planning

• Balancing Supply and Demand
• Distribution Channel Dependencies
• Push or Pull?
• Order (Reorder) Point
• Basic Order–Point Model and Order–Point Trigger
• Distribution Requirements Planning
• Which to Use–Order Point or DRP?

Warehousing

• Function and Objectives of Warehousing
• Strategic Decision Components
• Warehouse Space and Capacity Planning
• Types of Warehousing
• Warehouse Automation and Systems

Transportation

• The Transportation Function
• Transportation Strategic Planning
• Shipping Requirements
• Track and Trace