S&OP Design and Standup
Sales & Operations Planning (S&OP) implementation for medical device and diagnostics companies: a working monthly planning cycle that sales, finance, and operations actually use, sized for a growing company.
Book a 30-minute callWho it is for
Growing diagnostics and medical device companies whose sales, finance, and operations plans don’t yet meet in one room. Common signs:
- The forecast is a number nobody trusts or owns
- Supply learns about demand changes too late to act
- Finance and operations work from different plans
- Decisions get made by whoever escalates loudest
- Lack of process to do sensitivity/what-if analysis
The principles behind it
Two of the principles in Truth on Time sit at the center of every S&OP standup.
Silence Is Acceptance of the Plan
If a function doesn’t raise a problem in the cycle, the plan stands, and so does their commitment to it.
Without Supply Forecast Accuracy, Demand Forecast Accuracy Is Irrelevant
A good demand forecast only matters if supply can say, reliably, what it will deliver.
What you receive
Monthly S&OP calendar and meeting design
Who meets, when, with what inputs, and what each meeting decides.
Demand, supply, and financial reconciliation templates
One set of numbers that all three functions sign up to.
Facilitated first cycles
I run the first meetings with your team so the process works before it is handed over.
Handover to your (new) S&OP Process Owner
Your own person runs the cycle from then on.
Ongoing coaching, as required
Follow-up support while the process beds in.
How it works
- 01
Design
Map how plans are made today and design the monthly cycle around your business.
- 02
Build
Set up the calendar, templates, and roles.
- 03
Run
Facilitate the first cycles with your team.
- 04
Hand over
Your process owner takes over, with follow-up support.
Typical length8 weeks, of which 2 on site, plus 2 to 3 days per month of follow-up for 3 months
Recent result
Operational readiness assessment and S&OP standup
For a diagnostics company preparing to scale: an 18-month phased implementation roadmap, plus support standing up its S&OP process.
21+ years in IVD operations, starting as a buyer and planner at Bayer Diagnostics, and CPIM certified (ASCM). More about David
Plans that don’t meet in one room?
Tell me how your planning works today and I’ll suggest the smallest engagement that fixes it.