Sales and Operations Planning and Integrated Business Planning Corporate Training
Instructor-led training for planners, supply chain teams, and executives who own the monthly planning cycle.
Give your teams one planning rhythm: accurate demand plans, feasible supply plans, and financial alignment, rehearsed in hands-on labs and a full S&OP simulation.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a plan-driven supply chain team
The Edstellar SUPPLY CHAIN Capability Model
Diagnose planning maturity
Skill checks map your team's forecasting accuracy, process discipline, and executive engagement before training starts.
Standardize the planning cycle
Your teams align on one monthly cadence with common templates for demand, supply, inventory, and financial review.
Practice in guided labs
Planners rehearse forecasting, capacity balancing, and scenario modeling in hands-on labs with instructor feedback.
Measure plan quality
Forecast accuracy, bias tracking, and service metrics show exactly where planning improved and what still needs work.
Scale across business units
Shared processes, templates, and review rhythms let you repeat S&OP and IBP across every division and region.
Need more than one program?Get a group quote
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Program Overview: What is Sales and Operations Planning and Integrated Business Planning?
Sales & Operations Planning & Integrated Business Planning is Edstellar's instructor-led program for supply chain planners, demand managers, and operations leaders aligning supply with demand. Participants master S&OP and IBP foundations, demand forecasting, supply and capacity planning, inventory optimization, financial integration, and disruption scenario planning. It serves teams that must balance service, cost, and cash in one plan.
Training is built around a live planning cycle across 28 hours. Participants build demand plans, stress-test capacity against them, and run executive S&OP meetings in facilitated simulations with realistic data. Instructors challenge every assumption and debrief each round with direct feedback. The program closes with a 4.5-hour capstone: a full end-to-end S&OP cycle simulation.
Without a disciplined S&OP process, functions optimize their own silos: sales over-promises, operations over-produces, and finance discovers the plan too late. This program teaches your team to run one integrated planning cadence where demand, supply, and money reconcile. The cadence is rehearsed in simulation, so it survives the first real quarter.
The capstone compresses a full S&OP cycle into one working session: the team plans demand, balances supply, reconciles finance, and presents the executive decision. Participants return with a tested meeting cadence and the facilitation skills to run their own S&OP cycle from day one.
Most planning training teaches theory. This one builds a working cycle. Over seven modules your cohort moves from S&OP foundations through demand forecasting, supply planning, inventory optimization, financial integration, and risk scenarios, finishing with a capstone where they run a complete monthly cycle and defend the plan before an executive board. Every exercise uses realistic data, so planners leave with a cycle they can run in their next planning month.
What's Included in this Workshop for Your Enterprise Teams
- 1
Guided hands-on labs
Forecasting, capacity, and scenario labs in every module.
- 2
Planning templates
Demand, supply, and S&OP deck templates your team keeps.
- 3
Capstone simulation
A full S&OP cycle with executive board review and scoring.
- 4
Implementation roadmap
Each team leaves with a 90-day rollout plan.
- Instructor-led delivery, virtual, onsite, or hybrid
- 28 hours across flexible scheduling formats
- Cohorts of 12 to 20 for maximum coaching time
- Planning templates and forecasting models included
- Case data tailored to your industry
- 30 days of post-program advisor support
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Sales and Operations Planning and Integrated Business Planning Course Topics and Program Outline
Seven modules, 28 hours, fully hands-on: from planning foundations to a full S&OP cycle simulation capstone.
Built by Edstellar with supply chain planning practitioners
Built by practitioners who run S&OP and IBP cycles at manufacturing and distribution companies, shaped around your stack and use cases.
We map your planning maturity, forecast accuracy, and process gaps, then tailor the labs and capstone to your product lines.
S&OP and IBP foundations, forecasting methods, and capacity concepts, taught through live demos and guided discussion.
Twenty hours of hands-on labs: forecasting, supply balancing, inventory math, P&L scenarios, and disruption drills.
A 4.5-hour capstone where you run a full S&OP cycle and defend your plan before an executive review board.
From first forecast to a full S&OP cycle in 28 hours.
Delivered as
Delivered instructor-led, onsite at your facilities, live virtual, or hybrid. Onsite cohorts work with your product data where possible.
Map the S&OP cycle for a sample company: assign owners, set the cadence, and identify where the current process breaks down.
learna)The S&OP cycle: demand, supply, and executive review
b)IBP vs classic S&OP: what changes and why
c)Roles, cadence, and ownership across functions
d)Reading a demand plan and supply plan side by side
Build a forecast from sample sales history, run a consensus session, and score accuracy against actuals.
practicea)Statistical forecasting methods that fit your data
b)Building a consensus demand plan with sales and marketing
c)Forecast accuracy, bias, and error metrics
d)Correcting bias and handling promotions
Build a supply plan for a constrained plant, resolve the bottlenecks, and present the trade-offs you accepted.
practicea)Translating demand into a feasible supply plan
b)Capacity modeling and rough-cut capacity planning
c)Balancing service levels against cost and inventory
d)Managing constraints and bottlenecks
Calculate safety stock for sample SKUs, set reorder policies, and model the service-versus-cost trade-off.
practicea)Inventory policies: safety stock, reorder points, lot sizes
b)Service level targets and what they cost
c)Network flows: plants, warehouses, and lanes
d)Postponement and segmentation strategies
Build a scenario P&L for two competing plans and defend your recommendation in a mock executive review.
practicea)Linking operational plans to P&L and cash flow
b)Scenario modeling: what each plan choice costs
c)Running an executive S&OP meeting that decides
d)Decision logs, owners, and follow-through
Run a disruption simulation: a key supplier fails mid-quarter. Rebalance the plan under time pressure.
practicea)Mapping supply chain risks by likelihood and impact
b)Disruption playbooks: what to do in the first 48 hours
c)What-if scenarios for demand shocks and shortages
d)Contingency triggers and pre-agreed responses
Execute the complete S&OP cycle on a realistic case, present to the board, and leave with a 90-day implementation roadmap.
applya)Running a full monthly S&OP cycle on live data
b)Executive review board: presenting the plan
c)Defending trade-offs under challenge
d)Implementation roadmap and first 90 days
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Practical planning skills your team practices in labs and proves in the capstone S&OP simulation.
Build statistical demand forecasts
Turn sales history into defensible forecasts, then improve them with a structured consensus process.
Run the monthly S&OP cycle
Execute each step of the cycle on cadence, with clear owners, inputs, and decision points.
Balance supply against demand
Model capacity, expose constraints, and build supply plans that production can actually deliver.
Optimize inventory policies
Set safety stock and reorder policies with math that balances service levels against working capital.
Link plans to financials
Translate operational plans into P&L impact and defend planning choices in financial terms.
Lead the executive S&OP review
Run a decision-focused executive meeting with scenarios, trade-offs, and a clear decision log.
Plan for disruptions
Map supply risks, build playbooks, and rehearse fast replanning when demand or supply shocks hit.
Teams that Benefit from this Sales and Operations Planning and Integrated Business Planning Group Training
Built for demand planners, supply planners, operations leaders, and executives who own the monthly planning cycle. Content adapts to each cohort's roles and experience, so every group practices the planning workflows it actually owns.
Forecasts the business can trust
For demand planners who own the number. They practice statistical forecasting, consensus process, and accuracy measurement.
Workflow friction
- Forecasts nobody believes
- Sales overrides without data
- No accuracy accountability
How the program helps
- Forecast models ready to use
- Consensus process templates
- Bias tracking dashboards
Practice use cases
- statistical forecasting
- consensus sessions
- accuracy reviews
Plans production can execute
For supply planners and plant teams. They practice capacity modeling, constraint management, and feasible plan building.
Workflow friction
- Plans production cannot meet
- Hidden capacity constraints
- Last-minute expediting
How the program helps
- Capacity models for each plant
- Constraint visibility early
- Executable supply plans
Practice use cases
- capacity planning
- supply balancing
- constraint reviews
Decisions backed by one plan
For executives who chair the S&OP review. They practice scenario-based decision making and running reviews that decide.
Workflow friction
- Reviews with no decisions
- Functions planning in silos
- Financial surprises late
How the program helps
- Scenario P&L comparisons
- Decision-focused review format
- Clear escalation paths
Practice use cases
- executive reviews
- scenario decisions
- plan approvals
Connects operations to the P&L
For finance partners in the planning cycle. They practice translating operational plans into financial impact and variance analysis.
Workflow friction
- Operational plans ignore finance
- Margin surprises at close
- Inventory tying up cash
How the program helps
- Plan-to-P&L bridges
- Variance analysis templates
- Working capital visibility
Practice use cases
- P&L bridging
- scenario costing
- variance reviews
Each department track uses the same core modules with scenarios tuned to its planning responsibilities.
Prerequisites: This program suits demand planners, supply planners, operations managers, and executives involved in planning. Familiarity with your company's products and planning calendar helps but is not required. No prior S&OP training is needed; the program adapts to each cohort's industry, systems, and maturity.
Planner to S&OP Leader
Learners progress from understanding the planning cycle and building forecasts to balancing supply, linking plans to financials, and leading executive reviews.
One program that grows with planning careers, from first forecasting steps to leading the executive review.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Every cohort is instructor-led. Choose the format that fits your planning teams and locations.
Hybrid Training
Blend onsite and virtual: run the simulation capstone together onsite and join the forecasting and planning modules live online.
- Onsite capstone simulation
- Virtual sessions for core modules
- One instructor across both formats
- Single schedule, single cohort
Onsite Training
The instructor comes to your site and runs every lab with your product structures and planning calendars.
- Your data in every lab
- Industry-specific case studies
- Team plans together in one room
- Executive review with your leaders
Live Virtual Training
Join live online with an instructor and your cohort. Breakout rooms keep the forecasting labs and capstone fully interactive.
- Live instructor, real-time feedback
- Breakout rooms for group labs
- Digital templates and models
- No travel, multi-site cohorts welcome
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, planning scope, and preferred dates through the quote form. We respond with a tailored proposal and pricing within one business day.
Yes. A short discovery call with a program advisor helps us map your planning process, systems, and maturity before we finalize the plan.
Yes. The program runs live virtual with an instructor, with breakout rooms for the forecasting labs, scenario exercises, and capstone simulation.
Yes. Onsite delivery lets cohorts work with your product structures and planning calendars, which sharpens every lab.
The program runs 28 hours of instructor-led time, typically delivered as four 7-hour days or seven half-day sessions.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
S&OP comes after supply chain basics and inventory optimisation, since planning needs both the flow and the stock targets in place. SAP IBP then gives your team a system to run the process.
Why Choose Edstellar as Your Sales and Operations Planning and Integrated Business Planning Training Provider
Edstellar delivers S&OP and IBP training that gives your teams one planning rhythm they actually run.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Forecasting datasets, case studies, and the capstone are tuned to your products, network, and planning maturity.
Proven Methodology
A field-tested planning arc from forecast to executive decision, refined across manufacturing and distribution.
Practice-Based Learning
Twenty hours of guided labs and a full cycle simulation mean planners prove skills, not just hear about them.
Expert Trainers
Instructors are practicing planners who have run S&OP cycles and executive reviews at real companies.
Global Scale
One consistent program delivered across all your divisions and regions, with shared templates and benchmarks.
Measurable Outcomes
Forecast accuracy tracking, scored labs, and implementation roadmaps show exactly what changed.
Bring Demand, Supply, and Financial Decisions Into One Planning Cycle
Edstellar develops cross-functional planning skills through a connected S&OP and IBP cycle. Teams reconcile demand, capacity, inventory, and financial assumptions before responding to a simulated disruption. Executive-review practice and an implementation roadmap test whether participants can explain trade-offs, resolve planning differences, and assign clear ownership to decisions.
- Step 01
Consult
We explore forecasting disagreements, capacity constraints, and executive planning responsibilities to identify where S&OP coordination or financial integration needs stronger practice.
- Step 02
Plan
Demand planning leads into capacity, inventory, and network decisions before financial reconciliation, disruption scenarios, and an end-to-end executive planning simulation.
- Step 03
Align
Cross-functional planning facilitation reflects demand, supply, operations, and leadership roles, ensuring participants practice both analytical work and consensus-building responsibilities.
- Step 04
Customize
Sample sales histories and supplier disruptions reflect familiar planning tensions, allowing teams to compare trade-offs without exposing commercial forecasts or supplier details.
- Step 05
Execute
Teams build forecasts, negotiate consensus, and rebalance disrupted plans, receiving feedback on assumptions, capacity realism, financial implications, and decision ownership.
- Step 06
Evaluate
We review the simulated planning cycle and roadmap for reconciled demand-supply assumptions, explicit trade-offs, credible financial links, and actionable executive decisions.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Sales & Operations Planning & Integrated Business Planning Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Sales and Operations Planning and Integrated Business Planning Training for Your Team
Tell us about your planning teams, scope, and goals. A program advisor will tailor the 28-hour plan and share a quote.