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Product Bulletin June
2008
New Book: The Self-Audit Workbook,
2nd Ed. - Executive S&OP, Sales Forecasting and
Master Scheduling * Sample of Checklists * Preview Section 1
* Free download of Excel™ speadsheet
Upcoming Events: APICS/IBF S&OP Conference * AME
International Conference
Special Packages: S&OP Review Package
Get to Know: Bob Stahl
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NEW - 2nd
Edition
Sales & Operation Planning:
The Self-Audit Workbook, 2nd
Edition
by Tom Wallace and Bob Stahl
In these difficult times, demand and supply management processes need to run as smoothly and efficiently as
possible. We've designed these checklists to help look at your Executive S&OP, Sales Forecasting and Master Scheduling and find out what
you're doing well and what you need to do better. With that information you can use action steps to ensure that each process is as effective
as it can be.
This book walks you through the self-audit process in a way that helps eliminate finger pointing and gets you and your
team reach specific action steps that are agreed upon, documented, have timelines, and are assigned to specific individuals.
Executive
S&OP
Have you ever wanted to assess the strengths and weaknesses of your S&OP process but don't know where to start? The 2nd Edition
of The Self-Audit Workbook provides the tools for you to do just that - and provides an Excel™ spreadsheet
for easy calculations.
Sales Forecasting
In your company, is Sales Forecasting a continual source of friction and finger-pointing? The Sales
Forecasting checklist in this book provides a process to help everyone understand where forecasting has gone off target. As Tom and Bob state in
their book Sales Forecasting: A New
Approach, forecasting will never be 100% accurate but it can be valid, good enough to be the basis for sound decision
making. Using this checklist can assist you in getting to the point where forecasts are meaningful and can be ussed with
confidence and agreement.
Master Scheduling
Almost all companies use Master Scheduling because it's a key component of an
effective supply chain management process. The checklist provided in this book can show you what needs to be done to make Master Scheduling
the strong, effective process that it needs to be. This checklist is taken from Tom and Bob's book Master Scheduling in the 21st
Century.
Features in Sales & Operations Planning:
The Self-Audit Workbook:
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How to assess your current processes for balancing demand and supply
across your entire supply chain.
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How to gain consensus on the most important areas for improvement, and
generate enthusiasm and energy for those improvements.
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How to manage the improvement tasks effectively - by showing assignments
and target completion dates, thereby facilitating follow-up.
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Plus an important appendix - one that focuses on raising and
resolving conflict, and plenty of space for notetaking.
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CHICAGO S&OP
CONFERENCE SOLD OUT!
This event, co-sponsored by APICS
and the Institute of Business
Forecasting and Planning, filled up quickly and closed out at 250 attendees.
To all of you who wanted to attend but couldn’t get in,
we apologize. It seems we had an imbalance between demand and supply. The APICS and IBF people assure us that the event will be repeated but that won’t happen until next year.
In the meantime, if you’re looking for an
educational event on Sales & Operations Planning, you might consider two offerings by these organizations:
- The APICS International Conference in Kansas City during September 14-16. This event will contain an
entire flight devoted to S&OP and Demand Planning/Forecasting. One of the speakers will be Bob Stahl, who is arguably the world’s leading
expert on how to implement Executive S&OP.
- The IBF Executive Forum, Phoenix, September 22-23. Tom Wallace will be leading a half-day
workshop/panel discussion on Executive S&OP. The other workshop leaders are Ken Kahn from Purdue University on New Product Forecasting and Larry
Lapide from MIT on Demand Management, two of the primary thought leaders in the field.
- For some time now, Tom and Bob have been teaching a day-and-a-half session on Executive S&OP for the
IBF. One is in the works for December, and as soon as we have dates and a location, we’ll let you know.
BOB, BILL AND TOM SPEAKING AT AME INTERNATIONAL CONFERENCE
The Association for Manufacturing Excellence (AME) has asked
both Bob and Tom to speak at this year’s conference in Toronto.
Bob will be presenting on Monday, October 20 along with our associate
Bill Kerber about: The S&OP/Lean Connection. Bill has expertise in both Executive S&OP and
Lean Manufacturing; he serves on the Publications Board of the Lean Enterprise Institute.
Tom will speak the following Friday on a topic near
and dear to his heart: How Sales & Operations Planning Supports Postponement. Both of these are half-day sessions, so there will be plenty of
time to develop the topic and work with the attendees.
View
Upcoming Workshops and Presentations with Tom Wallace and Bob Stahl
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We've
designed an S&OP
REVIEW PACKAGE which is comprehensive and take you from implementation through review - and saves
you money. This package includes:
Priced indivdually thise products retail for $169.80 - as a package, get
them all for $119.95.
View all of our packages - from The Foundation Set to The
Complete Library
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GET TO KNOW OUR TEAM MEMBERS.
BOB
STAHL
Bob Stahl is an educator, consultant, and author specializing in Sales & Operations Planning. He has
worked with leading edge companies, including:
* Homac Corporation * Eclipse, Inc. * Film Tec * Tiffany * Newell Rubbermaid
* KVH Industries * Dow Chemical Co. * V&M Star * Jostens Corporation * Sara Lee * Image Point
More than thirty years of manufacturing experience give him a unique ability to influence operational
excellence. While holding line management positions in industry, Bob's efforts contributed to improvements in ROI from 8% to 48%. Since leaving
industry in 1981, Bob has helped many companies in varied environments make similar improvements in their performance, crafting an implementation
method that is low cost, low risk, and high impact. This approach is explained in Sales & Operations Planning: The How-To Handbook that Bob has
co-authored with Tom Wallace.
He holds a Bachelor of Science Degree from Villanova University, was certified (CPIM) by the American
Production and Inventory Control Society (APICS) in 1980, and is recognized by Who's Who in America. Bob is a frequent keynote speaker at
corporate meetings, professional society conferences, regional & national seminars, and chapter meetings. Bob was awarded the distinction of Best
Conference Speaker at an International Conference attended by over five thousand people. He also is an inaugural member of APICS - Seminar 1 Speaker
Hall of Fame.
Bob heads the consulting practice for T. F. Wallace & Company. He can be reached directly at:
RStahlSr@aol.com 508/226-0477
Next newsletter: GET TO KNOW: Tony
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