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CPIM:
MASTER PLANNING OF RESOURCES
In this course, students explore processes used to: develop sales and
operations plans; identify and assess internal and external demand and
forecasting requirements; and effect an achievable master schedule consistent
with business policies, objectives, and resource constraints. The course focuses
on developing and validating a plan of supply, relating management of demand to
environment, and developing and validating the master schedule.
In addition, the course encompasses concepts for transforming sales,
marketing, and business requirements into a feasible and economic operations
plan in various business environments. It also addresses concepts and
methodologies for managing projected and actual demands from distribution
networks and external customers. Finally, the course presents methods for
integrating sales and operations plans, demand forecasts, and customer demand
into a specific master schedule.
Outline
- Developing and Validating a Plan of Supply encompasses the processes,
concepts and techniques for transforming business and market requirements
into feasible and economical business and operations plans in various
business environments. The processes include ensuring consistency among the
functional plans, ensuring feasibility of all plans, and determining the
form, location, and level of various resources (e.g. labor, capacity,
inventory and capital) to satisfy anticipated demand.
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Relating the Planning Processes to the
Environment focuses on the concepts and approaches that apply to the
transformation of the functional plans into a statement of overall output
rates that is consistent with customer requirements, the business
objectives of the organization and the operating environment.
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Concepts
- Management Considerations
- Choices of Planning in different business environments
- Understanding Business Choices that Impact the
Aggregate Planning Process focuses on the management tradeoffs that arise
when developing an aggregate plan (including sales, operations and
inventory/backlog). It addresses the data and data sources required to
support aggregate planning in a variety of business environments.
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Management Considerations
- Data and Data Sources
- Developing and Validating a Sales and Operations Plan
focuses on the techniques for developing a plan of overall output rates in
a variety of business environments and ensuring its feasibility. It
addresses the relationship among sales, inventory, backlogs product
releases and time phasing, and the methods for developing, validating and
evaluating the sales and operations plan.
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Concepts
- Performance Measurement
- Identifying, Quantifying and Assessing Demand focuses
on the concepts, methodologies and techniques for managing projected and
actual demand from the distribution network and customers. It addresses the
business characteristics that relate to service level and demand.
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Relating Management of Demand to the Environment
focuses on the concepts of and approaches to planning resource
requirements and inventory levels throughout internal or external
distribution networks. It addresses the basic decision of centralized or
decentralized control of the network and measuring the performance of
distribution resources as it relates to service level and demand.
1. Distribution Systems
- Forecasting Demand focuses on the need for and uses
of projections of future aggregate end item demand in a variety of
business environments. It addresses the types of projection and their use,
and the selection of methods appropriate to the specific use. The
mechanics of specific forecasting methods, techniques, and forecast
performance measurement are also addressed.
- Forecasting Demand Concepts
- Management Considerations
- Data Sources and Requirements
- Forecasting Techniques
- Forecasting Performance Measurement
- Recognizing and Processing Actual Demand focuses on
customer relationships and order entry and fulfillment processes. It
addresses the approaches and methods for accepting and processing actual
demand, maintaining effective communications with customers, and
establishing and maintaining order priorities.
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Concepts
- Management Considerations
- Data Sources and Requirements
- Available-to-Promise
- Customer Communications
- Monitoring Customer Service Performance
- Developing and Validating the Master Schedule focuses on the process of
translating the higher-level aggregate plans into a feasible schedule that
can be executed by operations and suppliers. It includes the concepts,
approaches and methods for integrating demand forecasts, actual customer
demand and the sales and operation plan into a specific master schedule in a
variety of business environments.
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Relating the Master Scheduling Process to the
Business Environment focuses on master scheduling concepts and the use of
the master schedule in a variety of business environments. The level at
which the schedule is developed varies by the nature and intricacies of
each operating environment and must tie to the Sales and Operations Plan.
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Choices of MPS level in different Demand
fulfillment approaches
- Relationships and interdependencies to other planning activities
- Product Structuring
- Techniques
- Role of the master scheduler
- Uses of the master schedule
- Understanding the Business Choices that Impact the
Master Scheduling Process focuses on the management considerations that
arise when creating and implementing the master schedule. It addresses the
management choices, data and data sources supporting these processes.
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Management Considerations
- Data Sources and Requirements
- Constructing and Implementing the Master Schedule
focuses on the approaches used in developing the master schedule and
ensuring its feasibility and consistency with the higher level plans in a
variety of business environments.
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Constructing the Master Schedule
- Validating the Master Production Schedule
- The Final Assembly Schedule
- Managing the Master Production Schedule
- Measuring the Business Planning Processes focuses on
indicators of how well these processes meet customer requirements and
business Objectives. Indicators are also needed to track the effectiveness
of the planning tools, techniques, and the workload involved in
maintaining a validated Master Production Schedule.
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Customer Service Performance
- Periodic and timely review/revision of the master schedule
- Periodic and timely review/revision of the final assembly schedule
- Accuracy of inventory
- Tracking of schedule changes
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