OpenDevelopment

The collection of processes associated with developing a projection of the realizable throughput and revenue for current and future periods. This is generally based on the comparison of projected demand ("the forecast") and available resources. Available resources include inventories and commitments from suppliers, factories and other parties. The supply chain operations plan should recognize the constraints and opportunities from:

• Purchasing - the Sourcing Plan (P2)
• Manufacturing - the Production Plan (P3) if applicable
• Distribution - the Delivery Plan (P4)
• Sales - the Sales Plan
• Marketing - the Product Lifecycle Plan

Certain supply chains may not operate Make processes and therefore may not require a (Make) Production Plan.

Alternative names include: Sales & Operations Planning* (S&OP), Government agencies generally refer to the Budget (instead of the Plan).

Notes

S&OP is generally broader than the pure Plan Supply Chain Operations process. Consensus dictates that S&OP includes Plan Source, Plan Make and Plan Deliver processes as well as the Demand forecasting process - the latter is classified as a Sales related process, but trending to be managed by supply chain organizations. Order Cycle Time Planning Frequency Order Fill Rate Cash Conversion Cycle Days of Inventory Fixed Asset Turns Supply Chain Costs Cost of Goods Sold Distribution Costs Sales & Operations Planning Forecast-to-Plan

Hierarchy

ID	Name	Level	x
P	Plan	1	P
P1	Plan Supply Chain Operations	2	P1
P101	Gather Demand Forecast	3	P101
P102	Validate Demand Forecast	3	P102
P103	Gather Supply (Resources)	3	P103
P104	Balance Supply & Demand	3	P104
P105	Develop Supply Chain Plan	3	P105
P106	Publish Supply Chain Plan	3	P106
P107	Analyze Supply Chain Plan Deviations	3	P107

Metric(s)

ID	Name	Level	x
RS1	Order Cycle Time	1	RS1
RS11	Planning Frequency	2	RS11
RS2	Order Fill Rate	1	RS2
CO1	Supply Chain Costs	1	CO1
CO11	Cost of Goods Sold	2	CO11
CO12	Distribution Costs	2	CO12
AE1	Cash Conversion Cycle	1	AE1
AE12	Days of Inventory	2	AE12
AE2	Fixed Asset Turns	1	AE2

Term(s)

ID	Name	Clear	x
F2P	Forecast-to-Plan		F2P
S&OP	Sales & Operations Planning		S&OP

Workflow

From Input(s)	Process	Output(s) To
wf_process wf_arrow P* Demand Forecast Discuss Contract Custom Solution Sales Forecast P3 Production Plan P4 Distribution Plan P2 Sourcing Plan	P1	wf_arrow wf_process Supply Chain Operations Plan P2 Supply Chain Operations Plan P3 Supply Chain Operations Plan P4

Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Plan Supply Chain Operations Plan 110000 2 Plan, Planning, S&OP, Supply Chain Development of the supply chain operations plan: Overall volume and revenue projections, gaps and corrective actions to achieve revenue goals