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Integrated Business Planning eLearning course

SETPOINT Academy Fundamentals      2h

What is included?

Continuing courses available

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1 curated online course covering working capital management fundamentals

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6 chapters, 6 chapter quizzes and final test upon completion of course material

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A mix of traditional learning, interactive exercises, cases and analogies.  

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SETPOINT Academy certificate after successful completion

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For detailed course agenda - click here or continue scrolling down

See our course Trailer

Managing Working Capital
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Course description

The purpose of this course is to give knowledge on:

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The concept and purpose of Integrated Business Planning (IBP), Sales and Operations Planning (S&OP) and Master Scheduling

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How to bridge financial targets and strategy to sales and operations, facilitating predictable results

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Basic requirements on forecasting, biases, aggregation and rough-cut planning

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The IBP process steps, objectives, schedule and agenda

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Different possibilities to make a positive change and where to begin

Skills covered in this course

Course table of content

  1.   Introduction

    1. What is Integrated Business Planning (IBP)​
    2. Why do we plan
    3. Why is it important to balance supply and demand
    4. Why should I learn about IBP
    5. What are strategic initiatives
    6. Chapter quizz
  2.   Forecasts

    1. Forecasts and long-term horizons

    2. Forecasting horizon - is the patch clear

    3. How do you make an unbiased demand forecast

    4. How do you manage uncertainty in forecasts

    5. Chapter quizz

  3.   The IBP process

    1. What are the steps in the IBP process

    2. How do you schedule the IBP

    3. Who are the stakeholders in IBP

    4. The offering review

    5. The demand review

    6. The supply review

    7. The reconciliation review

    8. The management review

    9. Chapter quizz

  4.   Master schedule

    1. What is the purpose of the master schedule

    2. What are the time-zones in a master schedule

    3. How is the master schedule performed

    4. Managing master scheduling

    5. How do you know if it is realistic and credible

    6. Chapter quizz

  5.   Execution

    1. How do you prepare the various processes

    2. What are the prerequisites for purchasing

    3. How do you establish reliable processes

    4. What do you do when things go wrong

    5. What is daily Gemba

    6. Chapter quizz

  6.   Management

    1. Could more detailed planning improve your delivery performance

    2. How do you improve agility

    3. How do you gain IBP synergies in a group

    4. Where do you start

    5. Is your company's route to success clear

    6. Chapter quizz

  7.   Final test

Course table of content
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