Sample Survey - Benchmark

Is there a commitment by top management to use effective planning and control processes and tools?

Yes

No

Is there a commitment by middle management to use effective planning and control processes and tools?

Yes

No

Is a single set of numbers used by all members of the organization and do these numbers represent valif plans that people believe and use to run the business?

Yes

No

Is there a Sales and Operations Planning (SO&P) process in place that maintains a valid, current operating plan in support of sustomer requirements and the business plan?

Yes

No

Does the Sales and Operations Planning (SO&P) process include a formal meeting each month run by the general manager and covers a planning horizon adequate to plan reseources effectively?

Yes

No

Is there a process for forecasting all anticipated demands with sufficient detail and an adequate planning horizon to support business planning, sales and operations planning, and master scheduling?

Yes

No

Is there a formal sales planning process in place with sales and marketing responsile and accountable for developing and executing the resulting sales/booking plan?

Yes

No

Is there a commitment by middle management to use effective planning and control processes and tools?

Yes

No

Are differences between the sales plan and actual sales reconciled, and sales plan performace measured?

Yes

No

Is customer order entry and promising integrated with master scheduling and inventory management?

Yes

No