This course is focused upon better business performance, through better planning and control of the business by top management. Sales & Operations Planning (S&OP) is the traditional name for the process, although some have tried to introduce alternative titles, such as Integrated Business Management and SOFplan – Sales, Operations, and Financial Planning. The process is about ensuring that the top-level plans in the business – covering product management, sales, marketing, operations, resources, finance, engineering, human resources, IT – are all balanced to achieve the strategic plans of the organization, in the medium to long term.
Financial Planners
Cost Analysts
Professional Advisers
Account Personnel
Business Consultants
Professionals who require a more in-depth understanding of integrated planning & budgeting techniques
Accountants responsible for budget preparation & management reporting
Why do organizations need S&OP?
Where does it fit in the hierarchy of ERP and Supply Chain systems?
What are the benefits that can be achieved?
Who does what?
An introduction to the 5 step Sales & Operations Planning process.
Step 1 of the process.
Managing the product or service portfolio.
New product introduction, phasing out old products.
What is the overall objective of demand planning?
The essential difference between forecasting and demand planning.
The inputs to the demand planning process.
The logic of demand planning.
The outputs from demand planning – the data required to be passed on.
Demand planning exercise.
Demand planning & demand management.
The demand planning meeting.
What is the overall objective of supply and resource planning?
The inputs to the supply planning process.
The logic of supply planning.
The outputs from supply planning – the data required to be passed on.
The inputs to resource planning.
The logic of resource planning.
The outputs from resource planning – the data to be passed on.
A supply and resource planning exercise.
The supply & resource planning meeting.
What must be integrated?
What must be reconciled?
Who must be involved?
What is the agenda for the pre-S&OP meeting?
The importance of the financial numbers.
Identifying gaps between the budget and the S&OP numbers, and discussing potential action plans to close the gaps.
Planning the agenda for the executive S&OP meeting.
Publishing the information for senior management.
Who must be involved? Who runs the meeting?
The agenda for the S&OP meeting.
The review of each family to consider the balance of demand and supply.
The review of the overall financial numbers.
Decisions to be taken, the minutes of the meeting.
Identifying what can be improved in the next cycle.
Project Management, when you execute a large project, it is generally divided in five phases: Project Initiation, Project Planning, Project Execution, Project Monitoring and Controlling, and Project Closure. Recovery stratragy , commonly used in credit risk management, refers to the amount recovered when a loan defaults.
To create high levels of customer satisfaction and achieve the organizational mission, organizations must become “One Big Team Working Together”. Everyone must contribute their ideas, working together as internal customers. This requires a radical shift in the “management” paradigm where leaders and professionals realize the importance of employee involvement in the management process i.e. the importance of encouraging and motivating employees to contribute their ideas as well as to harness the employees’ potential, and adopt a major change of role.
In the post-Industrial “command and control” era, business demands a new breed of leader who couples technical skills with good people leadership - the ability to manage and motivate for excellence.
Developing leadership skills is more than learning to be a good manager. Great leadership is first and foremost an “inside job”. Before we can lead others with influence and confidence, we must first find the inner qualities and strengths to lead ourselves with conviction. Leadership from this perspective is a manifestation of our unique personal power, purpose, and vision.
The Inner Journey of Leadership Mastery is a two-part program that focuses precisely on developing those vast inner resources we all possess.
Develop the knowledge and skill required to conduct a full audit of an organization's Quality Management System (QMS) to ISO 9001:2015. Gain the confidence to effectively audit a QMS under internationally recognized best practice techniques. Demonstrate your commitment to quality by transforming existing auditor skills to ISO 9001:2015. Consolidate your expertise with the latest developments and contribute to the continuous improvement of the business. You'll grasp the key principles and practices of effective QMS audits in line with ISO 9001:2015 and ISO 19011 "Guidelines for auditing management systems". Using a step-by-step approach, you'll be guided through the entire audit process from initiation to follow-up. You'll gain the knowledge and skills required to undertake and lead a successful management systems audit. Learn to describe the purpose of an ISO 9001:2015 QMS audit and satisfy third-party certification. Acquire the skills to plan, conduct, report, and follow up a QMS audit that establishes conformity and enhances overall organizational performance.
All business activities are governed by writing policies and procedures. Much effort is spent on looking at how to draft documents, and, while this is important, it sometimes overshadows the importance of the Policy or Procedure, and related documents such as Specifications and Standards. The course will look at how these documents are created, and some of the main clauses that appear in them, all using real examples wherever possible.
The effective management and operation of an oil and gas terminal are essential for a successful business. The processing, transporting, and storing of crude oil and refined petroleum products, in tank farms, involves custody transfers of partner and commingled stock, significant volumes of data from various sources, and blending operations complexities. In addition, as these liquids are loaded and offloaded in bulk quantities, there is a large transfer of high value that makes it imperative for tank farm operators to efficiently manage their inventory and maximize their return on investment.
This training course provides an overview of the American Petroleum Institute API-650, API 620, and API 2610 specifications as well as the API 653 inspection standard. Emphasis is also given both as to safety as well as operability of tank farms and the training includes Seveso III Directive real-life example reports, how they were carried out, and implemented.
Upon successful completion of this training course, participants will gain knowledge on oil terminals and tank farms, methods of tank gauging, crude oil product specifications, product blending, and tank mixing, dealing with of oil spill emergencies, cleaning of crude oil and heavy product tanks, understanding and employ a work permit system, pigging operations of oil pipelines, quality assurance and control, contingency and safety procedures.