Tactical Planning   THE CASE FOR TACTICAL PLANNING Higher customer service, lower inventory, shorter lead times, increased flexibility, increased production productivity, and more focus on business tactics (versus fires); these benefits are real for those companies who take an aggressive and strategic view toward not just implementing Tactical Planning but making it part of the way they run business.     APPROACH For those of you who are at a point where you need to build Tactical Planning processes from scratch, assess and improve your current planning processes, or take your current processes to a superior level, SCE provides Tactical Planning Implementation Coaching configured to the level of support you need.   The Supply Chain Excellence approach utilizes a train – apply – review technique integrating formal instruction, guided practice, and independent "homework" assignments.  The project work follows the discipline highlighted in Master Scheduling: A Practical Guide to Competitive Manufacturing book and is summarized in major phases:   Phase 0 – Build Organizational Support Phase 1 – Planning and Organizing Phase 2 – Detailed Process Design Phase 3 – Pilot 1 Phase 4 – Pilot 2 Phase 5 - Implementation Planning and Process Roll Out     TYPICAL PROJECT DELIVERABLES Typically, each phase consists of 2 to 4 days of "classroom" instruction facilitated by the coach, followed by two weeks of "homework assignments" for the project team to complete.  Each phase also incorporates a steering team review focused on decision making and prioritization.  Listed below are the typical tasks performed by the coach and project team.   Build Organizational Support – Executive Tactical Planning Briefing, Implementation Scenario, and Go/No Go Decision   Planning and Organizing – Project Team, Supply Chain Definition Matrix, Product Family and Manufacturing Resource Alignment Matrix and Pilot Scope, and Project Charter   Detail Process Design – Kick off Project, SCOR® Metrics, Supply Chain Competitive Requirements, Leading Practice Assessment, Transactional Productivity Summary, AS IS and TO BE SCOR Level 2, 3, and 4 Process Flows, Capacity Reports, Technology Plan, Tactical Planning Pilot Calendar and Process Effectiveness Evaluation   Pilot 1 – Pilot targeted Product Families and/or Resources, Pilot 1 Process Evaluation, Process Modification   Pilot 2 – Pilot targeted Product Families and/or Resources, Pilot 2 Process Evaluation, Process Modification   Implementation Planning and Resource Roll Out – Product Family/Resource Roll Out Plan, Permanent Organizational Plan, Technology Plan Business Case (as necessary), Process Evaluation-Continuous Improvement Plan     COMPANY RESOURCE COMMITMENT There are always four project roles: executive sponsor, steering team, project leader, and project team.  The project team needs to be populated with people who will own the different aspects of the process, i.e. demand forecast, supply planning, financial reconciliation of units to business plans, and senior leadership review.  The project team will transition the process detailed design into a permanent process that will need to be owned by the senior management team.  The installation of this process in your company will potentially have far reaching organizational re-design implications.      TYPICAL PROJECT SCHEDULE Phase 0 – Build Organizational Support 2 to 3 Days at least four weeks prior to anticipated start date   Phase 1 – Planning and Organizing Week 1 - Classroom Week 2 and 3 - Homework   Phase 2 – Detailed Process Design Week 4 - Classroom Week 5 and 6 - Homework Week 7 - Classroom   Phase 3 – Pilot 1 Weeks 8, 9, and 11 Week 10 - Classroom   Phase 4 – Pilot 2 Weeks 12, 14, and 15 Week 13 - Classroom Phase 5 - Implementation Planning Week 16 - Classroom     MORE INFORMATION Each Supply Chain Excellence Tactical Planning Project is configured using a Statement of Work (SOW); if you are interested in more information about how this service may support your company, please contact Peter directly, 651 398 2830 or peterbolstorff@scelimited.com.		HOME   SERVICES   CUSTOM SCOR TRAINING   SUPPLY CHAIN STRATEGY   SCOR PROJECT   VCOR PROJECT   S&OP   TACTICAL PLANNING