IBP CourseDescription

The Oliv e r W igh t Public Cou r s e Por t f olio
Integrated Business Planning

(Advanced S&OP) Course
Detailed Description
Using the Integrated Business Planning Process
to Create One Company Agenda
Imagine the possibilities,

realize the potential
(Advanced S&OP) Course
What is this course about?

Often referred to as Advanced Sales and Operations Planning, Integrated Business Planning is increasingly the
business management process of choice for organizations all over the world. Integrated Business Planning
represents the transition of Sales and Operations Planning from its production planning roots into the fully integrated
business management and integrated strategy and financial planning process it is today.
This interactive course provides an overview of the equally effectively to single site organizations as it
Integrated Business Planning process and what it can to multi-site, multi-national matrix structures
takes to implement it successfully. It shows how in companies large and small. You will learn how
to align your planning processes with the business Integrated Business Planning can be used to identify
strategy over a 24 to 36 month horizon, with gaps in business performance far enough ahead for
full product portfolio management and financial the business to re-optimize in light of the changing
integration, to ensure the organization is working to circumstances, using scenario modeling to deliver
a common agenda and single set of numbers. The the best result for the business.
instructors describe how the model can be applied
Who is it for?
Senior executives and all members of the
leadership team who are involved in elements
of the Integrated Business Planning process
as well as, people who are charged with
implementing the process or improving an
existing process, should attend this course.
It is an excellent opportunity for a team to
ensure that the senior management to whom
it reports understands what is being done and
the benefits to them.
Before the class, I thought our business
was doing S&OP - we are not.
There is a lot more involved -
particularly the integration of finance.
Course Participant
Ben Sellers Pete Alle

Instructor Instructor
Course Contents
The instructors will explain how the Integrated Business Planning process works to provide the latest view of
the business and enable re-optimization in light of changing circumstances. They will provide an overview of the
supporting processes of Product Management, Demand Management, and Supply Management and will describe
the process of Integrated Reconciliation with Operational and Financial Projections leading to the Management
Business Review. They will show how the Oliver Wight Proven Path assures successful implementation including the
role of facilitated, structured workshops to accelerate its introduction.
Objectives and Benefits

It is vital that the leadership team and all other senior players understand how the Integrated Business Planning
process works and their role in making it effective in the business. At the end of this course, participants will be
able to:
• Play a significant role in the entire Integrated Business Planning process for their company, from
implementation to sustained performance
• Interpret the outputs from Product Management, Demand Management, and Supply Management, see their
implications on the business, and develop the best forward plan for the company
• Understand the critical Integrated Reconciliation element of the process taking the outputs from the process
reviews and building a picture of the company position using one integrated plan
• Conduct and support management reviews to identify gaps against the business plan and recommend steps
to close the gaps
• Implement this continuous review process instead of the traditional business budgeting process in order to
achieve the company’s strategic and competitive priorities
Participants will Learn:

• How Integrated Business Planning has evolved into an integrated process for the entire business
• How to replan and optimize the company in the face of changing business conditions
• How to assess demonstrated performance as the realistic basis for forward projections
• How to integrate operational and financial factors to enable fully effective business assessment at all stages
in the process
• The importance of the Management Business Review, its inputs, and how it is conducted to tackle the real
issues in the company
• About the Oliver Wight “Proven Path” for implementation of the process throughout the company and the
use of facilitated workshops to accelerate implementation
• How best practices published in the Oliver Wight Class A Checklist are used to drive performance
• Using a case study approach, experience the types of information, work process, and decisions made at
each step of the process.
Course Content - Day One
Oliver Wight – who we are Demand Review Financial Review
• Class Introductions • Demand Management Defined • Issues
• Agenda • Agenda
Perspective • Dashboard • Performance Measures
• Definition of Integrated Business • Key Principles • Output
Planning (Advanced S&OP) • Participants and Roles • Examples
• Symptoms of a Non-Integrated • Running a Class A Demand • Running a Class A Financial
Process Review Appraisal
• Key Characteristics of an • Examples • Workshop
Integrated Business Planning • Workshop
Process Management Business Review
• Value Potential From an • Business Leaders’ Expectations
Integrated Process Course Content - Day Two • Best Practice Attributes
• Running a Class A Management
Supply Review Business Review
Integrated Business Planning • Worksheets • Agenda and Output
Industry Best Practices • Best Practice Attributes • Discussion
• Models • Supply Plan Development
• Key Behaviors • Rough-cut Capacity Planning
• Principles • Running a Class A Supply Review Implementation
• Coordinators’ roles • Agenda and Output • Typical obstacles
• Aggregate and Detail Planning - • Dashboard • Oliver Wight “Proven Path”
Enterprise Wide • Workshop • Process Design Workshops
• The Difference between Sales • FastTrack Methodology
and Operations Planning and • Stages of Maturation
Reconciliation Review
• Agenda
• Self-evaluation
• Dashboard
• Gap closing
Product Management Review • Scenario Planning
• Product Management Defined • Key Principles
• Managing the Pipeline • Participants and Roles
• Synchronize phase in/phase-out • Examples
• Resource Capacity Planning • Running a Class A Integrated
• Running a Class A Product Reconciliation Review
Management Review • Workshop
• Performance Metric
• Product Review Output
• Workshop
We will finish by discussing the Proven Path to success, who to include on the project team, steering committee,
and spin-off task groups, the foundation of successful implementation, the key role of education, action items that
will immediately improve your competitive position, and how to ensure that your company gains and keeps its
competitive edge. Discussions will include how to implement the process across a single site and how to implement
it in complex multi-business, multi-plant, and multi-national operations. You will also learn about the proven Oliver
Wight “FastTrack” implementation for shortening the time to benefit.
Other courses available from Oliver Wight
Demand Labs Integrated Tactical Planning
Demand Management Master Planning and Scheduling
Integrated Scenario Planning Product & Portfolio Management
Integrated Supply Chain Management

About Oliver Wight
At Oliver Wight, we believe sustainable business improvement can only be delivered by your own people. So, unlike
other consultancy firms, we transfer our knowledge to you; knowledge that comes from over 50 years of working
with some of the world’s best-known companies.
The Oliver Wight Class A Standard is recognized by organizations and industry commentators, as the definitive
measure of business excellence. We have a long-standing reputation for innovation; we continually challenge the
industry status quo, so you get the latest in fresh thinking around core business processes and their integration with
people and technology.
Your Oliver Wight partners will coach, guide and inspire your people to drive change throughout your organization,
allowing you to create a culture of continuous improvement and innovation that simply becomes for you ‘the way we
do things’. We call our approach to change management, the Proven Path; it’s a proven, sustainable approach that
will transform your business performance and deliver results straight to the bottom line.
Oliver Wight Americas

P.O. Box 368, 292 Main Street
New London, NH 03257, USA
T: (800) 258-3862
info@oliverwight.com
www.oliverwight-americas.com
Oliver Wight Asia/Pacific

118/3 Male Street, Brighton
Victoria 3186, Australia
Oliver Wight EAME LLP

The Willows, The Steadings Business Centre
Maisemore, Gloucester, GL2 8EY
The information contained is proprietary to Oliver Wight International and may not be modified,
reproduced, distributed, or utilized in any manner in whole or in part, without the express prior
written permission of Oliver Wight International.

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The Oliv e r W igh t Public Cou r s e Por t f olio

Integrated Business Planning

Imagine the possibilities,

What is this course about?

Ben Sellers Pete Alle

Objectives and Benefits

Participants will Learn:

Other courses available from Oliver Wight

Demand Labs Integrated Tactical Planning

Demand Management Master Planning and Scheduling

Integrated Scenario Planning Product & Portfolio Management

Integrated Supply Chain Management

Oliver Wight Americas

Oliver Wight Asia/Pacific

Oliver Wight EAME LLP

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