S&OP / IBP Health Check – English

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S&OP / IBP Assessment

1 = fully in control · 5 = critical / not controlled.

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Required fields are marked *. These details document your company context; the score is based on the 28 assessment answers.

1. Is there one agreed demand baseline across Sales, SCM and Finance?
2. Is forecast accuracy measured regularly by product, customer or segment?
3. Is forecast bias visible and actively corrected?
4. Are promotions, launches, tenders and exceptional events incorporated in a structured way?
5. Are supply constraints explicitly reflected in the planning process?
6. Is available capacity transparent by site, line or critical resource?
7. Are material shortages and capacity bottlenecks identified early enough to act?
8. Are planning horizons and freeze zones clearly defined and respected?
9. Are inventory targets differentiated by service requirement and variability?
10. Are safety stocks and planning parameters regularly reviewed?
11. Is excess and obsolete inventory actively managed?
12. Is inventory development discussed together with service and demand risk?
13. Are Demand Review, Supply Review and Executive S&OP clearly structured?
14. Are all relevant functions consistently represented in the process?
15. Are scenarios and trade-offs prepared before executive decisions are required?
16. Are S&OP decisions documented with owner, due date and expected business impact?
17. Is there a recurring S&OE process for short-term exceptions?
18. Are backlog, shortages, capacity constraints and customer risks reviewed frequently enough?
19. Are escalation thresholds and decision rights clearly defined?
20. Are deviations closed through decisions rather than repeatedly discussed?
21. Do all functions work with one consistent version of demand, supply and inventory data?
22. Are planning data sufficiently accurate and timely for decisions?
23. Is manual spreadsheet work limited to controlled exceptions?
24. Can planners and management trace why a plan changed?
25. Are the main S&OP / IBP KPIs clearly defined and owned?
26. Are deviations linked to concrete corrective actions?
27. Are actions reviewed until closed and effectiveness verified?
28. Does management intervene early when indicators deteriorate?

Answers, company profile and the optional company name are stored to generate your result and report. Billing details are entered at checkout. Changes here apply to this assessment; saved company profiles are edited under My companies.

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