Enhance Your Sales Procedures in Operational Plan in United States with airSlate SignNow

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foreign [Music] video this is a promotional video the things I do especially I do strategic planning workshops and I also help organization to formulate a strategy as well as for the execution of the strategy I I facilitated organization to implement sales and operational planning meetings sales and operational planning process in the organization and from that perspective this I I will try to do a very high level discussion today how do a sales and sales and operational planning how it happened in organization that I will try to express briefly how I do it number one basically sales and operational planning process is not the leading process the leading the leading process of the organization it starts from strategic planning then the second element of the planning is annual business planning so if I consider that your organization already have a strategic plan and also you are doing strategic business planning then the next thing is yeah also you have a annual business plan now you have a annual plan um of of attaining the business goals so how do you do it so this Snoop process sales and operational planning process basically helps to to rotate the wheel in a monthly basis how to do it I will I will explain in briefly the process starts with one thing that is called new product new product uh development meetings organization organization who those are matured company probably they come up with a new products um once in a while but a very good organization what they do they continuously try and develop especially in their growing States they continuously try and develop new products and also there are long established products they come up with a different variants of their products so that there is a there is a platform that drives the business growth which is which is called new product development or you can say do new product development and growth review so from where the business growth will come the business growth will come from Innovation the business growth will come from marketing a business growth of business growth come from expanding new markets so from that perspective what we'll do if there will be a platform there will be a committee there will be a team dedicated for development of new products and realizing all their new new things all their changes in the existing existing product portfolios and all the small initiatives that is banned for the portfolio that is all in the new product platform it is a person's responsibility the committee's responsibility to deliver the plan products for for five years even because the Strategic products who will Who will handle your strategic process that you are planning to bring in after two years who will look into your outcome of the research and development our research and development product development and process development so this is the platform so now how it starts this new product development committee team who starts working and they have their agenda they have their goals basically goes to deliver in the market also one thing you must remember in organization there are new new um new things that are happenings new lines are established new production facilities are are being planned so what what who will be responsible to materialize all those new initiatives these all new products products products plans new products new facilities all are all will come under this platform and this committee jointly the r d team and and also the and all the also the production facilities team they will work together to ensure uh that the products come on time in the market if you use look into the box the new product and activity and activity review box it covers basically product development it covers the facility development it covers also Channel development it covers every development activities uh in the organization so first you do this development organization you make sure things are coming as per plan as per as per annual plan as per in the staging plan also so then the reality is you do a demand review demand review you want to understand you have to connect with the customer and D1 review meeting Divine review platform is the platform where all the sales performance are reviewed and also also there are analysis analytics based decision to understand from which the business will grow where the business is doing well and where they're not doing well so this review meeting basically comes and comes up with the findings and solve the problems and take it forward so when the demand review is done they what they do they solve the today's problem and also come up with the solution for the next few months and they come up with the projection for the new next few months they come up with a forecast then in the demand diplomatic they actually finalize the uh forecast and with the demand review then there comes another review that is called in in from in terms of essence of a meeting that that is called the marketing planning and some organization it costs cycle planning so uh basically basically in terms of uh demand review they understand they come up with this unconstrained demand then the marketing team what they do with their marketing plan they come up a strategy to influence the demand to increase the demand and sometimes to to modify and shape the demand probably probably they come up with specific Market based actions so that in some few so that you in few markets they can manipulate the demand also so they they will try to influence the demand and they will try to manipulate so that as a whole the organization gets some benefit the organization make sure it is growing so after the demand review and also the marketing plan review what they do they come they say they basically send the demand to the supply team and Supply team what they do they put all the constraints in terms of material availability constraints in terms of capital capacity bottlenecks in terms of capacity constraint in terms of any other constant they have in this in Supply review meeting they make sure that they they give a green signal to the demand team okay this this will be delivered in next three months so this is how a demand is finalized and ultimately what what they do do they agreed they agreed apply when the supply plan is ready when the production plan is they finalize it and they send it to the finance department to finance for financial review then Finance finance department they look into the numbers and as a whole they then sit in a snop meeting there are two SLP meeting it can be done in two way number one the psnop before before it is it is happening with the whole executive team it can be done with a specific team to reconcile and to reconcile the things between the constraint and unconstrained demands between any any challenges they have they try to come up with with different proposals and ultimately all the proposals put together including the demand including the cycle plan marketing plan and all and the supply pen all put together and and present and also the financial plan how the financials numbers will look like all are submitted to the SRP meeting that is the executive snopy and in executive snlp they will finalize the demand they will finalize a target for next three months and this is the culture actually this is the snop that can be done in any organization from my perspective I tell you one thing many organizations are doing these things in a piecemeal basis if you ask them they are definitely they are there they have a plan for their reversals plan but quite often they do they don't check the sales plan in terms of the market potential sometimes they there are some markers that are ignored so if you put all the necessary information or even the constraints and and also from the process you get many insights from the market and you come up with a different solution and what the benefit of the planning is everyone is everyone is on everyone will have one plan and agree it up on plan and that basically diminishes many many point of differences and disputes in the organization so at the end the whole organization they work for one plan and that is the essence of a productivity and this is that is the essence of uh Team this is that that is the essence of winning in the marketplace and also uh what I did not mention because in in even in new product planning even in demand review they use Market inside market research and they they build those resources and also there are some also there are some insight information from the RTM team that also come into the coming to the places what they do they bring in all this all this together and they agree on a single plan and then they go they jump they go and and drive and take responsibility and win in the marketplace as a single team so this is the essence of sales and operational planning and and there are there are one thing I I basically I in Supply review one thing I uh ignored probably I can repeat it now no problem the in during the supply Supply review there is another planning that is called distribution planning also happen because you know many organizations they have they have limitations in their distribution Network they have limited capacity in their warehouses so they also plan how those demands should be made uh Dimas will be made by the existing infrastructures and sometimes it it may push the organization to hire new distribution houses or Forest smallest man of time and this when you have a holistic plan when you have a um 12 months rolling Focus process it it basically helps it helps a better planning and it helps to accommodate the seasonal variability it helps to accommodate any kind of restrictions or constrict any type of type of constraints you have so with the winning with with con winning with constraints is the essence essence of a good organization a organ every organization they have some sort of constraints and winning with those contents constraints and be and winning in the marketplace is the ultimate ultimate goal of having a strategy or having a good plan so until next time I I wish uh I wish that you you you have some you have some insight you gain from today's session at least for snlp or snlp or execution process uh especially how you can integrate all the resources you have in the organization uh I tried to express uh very any impromptu manner because I didn't plan it I just I I came up with a small promo if you are interested to implement SMP in your organization to to uh being all your activities under one single planning process and that that is the objective of sharing me this thing to you until next time uh all the best for all of you subscribe