Integrated Business Planning Workshop
Does your company operate in an informal way? Are you frustrated by unrealistic plans, based on multiple sets of numbers, managed by multiple spread sheets, which results in unwelcome surprises? Then this workshop is for you!
Sales and Operations Planning was developed in the 80’s as a process for balancing supply and demand. Based on over 25 years experience we have developed ‘Integrated Business Leadership’ (IBL). IBL extends this concept further throughout the supply chain, product and customer portfolios, customer demand and strategic planning, to deliver one seamless management process, led by the CEO.
No matter which industry you’re in, when done properly IBL can deliver huge value to your business, saving you time and the company money. We show its origins from balancing supply and demand and inventory management through to a holistic programme for managing the whole business with integrated systems, processes and behaviours.
We show how to develop IBL as a means of creating better visibility, less fire fighting, and more proactive management. We look to establish a 24 month rolling horizon, that links volumes and finance, based on realistic assumptions. This is a real difference from the current environment that many companies work with of a horizon that extends to the year end, multiple sets of numbers, and siloed functional management.
Learn how the data required for IBL - families, sales forecast, supply and financial plans are all brought together into a formal monthly meeting structure based around our unique seven step process. We will detail all of the stages, together with the inputs, agendas, outputs, measures, behavious and organisation. Key is to establish an orchestral framework.
Many companies operate with conflicting performance measures, which leads to conflicting behaviours. We provide best practice advice for the steps in the process - innovation, demand, supply and support, together with the appropriate performance measures that support each step - using the Delos selected few.
Discover how IBL makes the decision-making process using ‘what-ifs’ more effective for the Executive Team. We show how to identify gaps to budget and strategy and how formally to resolve the issues around achieving the numbers.
An effective IBL process can put together the budget in a 15 day cycle, or get rid of it along with the unnecessary work involved in managing the complex budgetary process.
Implementation and avoiding pitfalls
The Delos Partnership have a formal process for implementing IBL that is built around a tried and tested methodology. Start with an assessment, then educate your senior team, develop the project resources required, kick the process off and start getting benefits within 3-6 months. Learn the key factors for success and avoid the pitfalls along the way.
We also provide templates for the process and a thorough information pack to help you implement, including our unique "Company II" document.
CEOs, managing directors, senior managers, project leaders and team members who are wanting to transform the performance of their organisation.
Those engaged in developing cross-functional and team based decision-making processes wanting to get away from silo-based, functional behaviour.
Development of the process leads to improved visibility, improved communication and a more formal way of handling changes to all plans.
As a result the company will gain a real improvement in customer service, which will lead to increased sales – normally around 2%. In addition clients typically achieve 15 - 30% less inventory, and 2 - 5% reduction in overheads through less fire fighting and expediting. Profits will increase by around 10% and cash flow will improve.
Fundamentally the CEO and senior team will get a handle on their business.
- Why your business needs Integrated Business Leadership (IBL)
- How to manage innovation, demand, supply and financial planning with one set of numbers
- How to tie all your business plans into one plan
- Developing your vision and strategy and identifying gaps
- How to provide your Executive Team with the information to take proactive decisions to achieve the business plan.
- How to establish the IBL process and make it work
- Avoiding the pitfalls that prevent the acceptance of ideas
- Devise and apply effective performance measurement to maintain and improve your business.
This course can also be delivered exclusively for your team. In-company training ensures everyone is up to best practice standard and you'll benefit from a more open environment to discuss your most pressing issues.
We can deliver this course cost-effectively in-house. Get in touch with our Development team at firstname.lastname@example.org or 017890450568 to find out more.
Managing Director, The Delos Partnership
Richard Watkins has specialised in helping with the understanding and implementation of Integrated Business Leadership since 1991.
Richard was part of a team in ICI Agrochemicals (now Syngenta), which implemented what was then called ‘MRP II’, and achieved Class ‘A’. The team improved Customer Service to >98% and reduced inventory by 27%. They implemented the first Global Sales and Operations Planning process. Syngenta still operate the same process today.
Since then he has worked with a large number of companies, in diverse industries from Engineering, through Chemicals to fast moving consumer goods, and from very large £ multibillion to very small. All look to get away from firefighting to integrated business systems, processes and above all people, resulting in a far more competitive and profitable organisation. All clients have seen significant business benefits in improved customer service, inventory and profitability.
Senior Partner, The Delos Partnership
Dave's experience in developing and implementing business systems started with British Steel, where he was part of the company's manufacturing systems development team. He later joined the management team of Rolls Royce Motor Cars, where he achieved Class ‘A’ in one of the most successful MRP II implementations.
Dave has worked for the last 18 years as an Oliver Wight Associate, focussing on the implementation of change through the strategic alignment of the integrated business planning process, and has particular expertise in extended supply chain management and global sales and operations planning.
His clients have included global pharmaceutical companies, FMCG companies, chemical companies, and engineering companies.
He brings an inspirational approach to helping clients get their people to bring about major transformation through education.
For further information please contact Hellie Dullehan on 01789 450568 or via email on helliedullehan@delospartnership.
Two day practical workshop
4th-5th April 2017
£1,595 per delegate [£100 discount if booked up to 4 weeks before]