Certified in Sales & Operations Planning (CS&OP) - Victoria (4 CPD Points)

10:00am Wednesday, 23 January 2019
4:00pm Thursday, 24 January 2019
Short Courses/Workshops
GS1 Australia Knowledge and Event Centre
8 Nexus Court
Mulgrave, Victoria 3170


At last! – A way for people to demonstrate their knowledge of Sales & Operations Planning and prove they have a good understanding of this important management philosophy. Check out http://www.heenan.com.au/certified-in-sales-operations-planning-csop-sep-1724 for further details.



This intensive, 2 Day Workshop is for those Supply Chain professionals and business leaders who want to solidify and reinforce their skill sets with a unique Certification focused on the Sales & Operations Planning (S&OP) process. We believe this was the first S&OP qualification in the world. This course is also available on an in-house basis.

S&OP Certification validates your expertise in a set of decision-making processes to balance demand and supply, to integrate financial planning and operational planning, and to link high-level strategic plans with day-to-day operations.

S&OP has emerged as an essential management tool in this age of rapid change, increasingly demanding customers, and supply chains that extend half a world away. It's rightfully been called "Top Management's handle on the business." 

Phil Heenan will take you through the A, B, C’s of the S&OP process and guide you with tips on taking and passing the S&OP Certification exam if you wish to gain the CS&OP qualification.


Workshop Leader

Phil Heenan, CFPIM, CSCP, CLTD, CS&OP.

Phil Heenan has been educating and coaching practitioners in companies throughout the Asia Pacific region, and working with the S&OP creators from around the world, since 1985 showing organisations how to increase profits by attaining best practice in S&OP and Supply Chain Management. He is a contributing author to the Handbook of Supply Chain & Logistics Management and S&OP Best Practices book. He was the first person in Australia to receive the CS&OP and the first person in Victoria to receive Class A MRPII.


Major objectives

·      Learn about the latest developments in the Sales & Operations Planning process

·      Become a certified practitioner of S&OP.

·      Achieve recognition for your professional S&OP skill set.

·      Build a certified team of professional S&OP experts.

·      Establish your professional credential in the art of strategic S&OP.

·      Review advanced S&OP concepts such as IBP and Breakthrough S&OP.

·      Attain credits towards your Supply Chain recognition.


Who should attend?

S&OP is highly cross-functional and multi-level. Therefore, attendance is encouraged for people at the manager, director, and executive levels in sales/marketing, operations/supply chain, procurement, HR, ERP project team members and finance. 


This workshop will cover in detail:

The Basics-

·      Where S&OP fits in the company

o   Who’s involved

o   Top Management, Sales, Supply Chain Planning, New Product Development, Marketing, Operations, Procurement, HR & Finance

·      S&OP’s basic logic

·      Relationship with other tools & processes

·      How the information is displayed

·      The monthly decision-making process

·      The benefits from S&OP based on actual case studied from the “S&OP Best Practices” book by Dougherty & Gray

·      Principles and “Radical” thoughts on Sales Forecasting

·      Demand Planning

·      New Products

·      Supply Planning


·      The ABCs of Implementation

·      Software for S&OP

·      Data and Process

·      Change Management

·      How to involve Top Management

·      The Implementation Methodology: steps, players, pilot

·      Re-implementation: fixing a broken process

Beyond the Basics-

·      Global S&OP

·      S&OP and Lean Manufacturing

·      S&OP and Risk Management

·      S&OP-based Cash Flow Projections

·      How S&OP supports the Supply Chain with highly constrained suppliers

·      Forecasting and planning for highly seasonal products

·      Highly recommended texts by the creators and thought leaders in S&OP

Don’t miss this opportunity to improve your understanding of S&OP and be recognised for your knowledge and expertise.


About the exam

The S&OP Certification exam was written primarily by Tom Wallace, with input from other professionals in the field. When you pass this exam, you will be designated as Certified in Sales & Operations Planning and authorised to use the acronym CS&OP following your name.

Becoming S&OP certified helps you to:

Assist your company in improving; profits, customer service, inventory turns, financial planning, new product launches, supply chain performance and more – via the increased effectiveness in its S&OP processes.

Evaluate your current S&OP processes rigorously and identify areas for improvement.

Introduce best practice S&OP processes into your organisation. Become a more valued player in your business. 
Enhance your professional stature and hence your future.

S&OP Certification is a joint activity of the Centre for Operational Excellence at The Ohio State University headed up by Dr. Peter Ward, and The S&OP Institute led by Mel Nelson and Sue Nelson.

Classes designed specifically to prepare people for the CS&OP exam can be held throughout the region so contact me at www.heenan.com.auor phil@heenan.com.au.

We look forward to assisting you achieve this important qualification either as a first step in your S&OP education, or as an additional qualification to your current resume. 

Studying for the exam reinforces your understanding of S&OP, and receiving CS&OP provides the entryto an elite group of S&OP practitioners.

Attendees interested in sitting the on-line exam simply register with the S&OP Institute directly, pay the $US495 fee, and arrange a suitable time to sit the exam in the comfort of your own office or at home.

The total cost for the 2 Day course component is $AUS995. Sitting the exam is an additional fee as stated. The next  class is scheduled for January 22 - 23rd, at the GS1 Australia Knowledge and Event Centre, Victoria.

Call Phil Heenan on 0418 130 175 or email at phil@heenan.com.au to register.



The Scotts Company

During the last four years, almost half of the companys increase in earnings has come from Supply Chain savings: inventory down, manufacturing efficiency up, purchase and transportation costs down. All of these are due to improved planning.  

Ken Reiff

Vice President, Product Planning

Cast-Fab Technologies

Two years ago, we posted sales increases of over 40%, which meant employee call-backs, retraining, new hires, initial training, getting up the learning curve and so forth.

During the same year, we had productivity gains of up to 3%! We never would have believed this was possible if we hadnt done it. 

S&OP played a key role in this; it gave us the forward visibility to make the right decisions on a timely basis.

Ross Bushman

President and COO

Eli Lilly & Company

In the past three years we have launched 10 new products and met all demand despite 2 products that sold significantly above the high-side forecast.  

Without Global Sales & Operations Planning, we would have been driven to reaction mode, which could have resulted in an increase in investment in new assets, a slow down in our launch plans, and/or missed demand opportunities.

Dan Gehring

Supply Chain Steward

**Sales & Operations Planning – Best Practices. Lessons Learned from worldwide companies.

AGFA. Amcor. Cast-Fab. Coca-Cola Midi. Danfoss. Eclipse. Eli Lily. EMS. Interbake Foods. Norse Dairy Systems. Pyosa. The Scotts Company.

Written by John Dougherty & Christopher Gray. Copyright 2006.

Contact Information

Phil Heenan Consulting

Additional Information


For further details - http://www.heenan.com.au/product/certified-in-sales-operations-planning-csop/

Call Phil Heenan on 0418 130 175 or email at phil@heenan.com.au to register.


Class dates

January 23rd and 24th 2019

Day 1: 10am - 4pm
Day 2: 10am - 4pm


ASCI Members

ASCI Members recieve a 25% discount.  Quote the code ASCICSOP2018 when registering.


CPD Points

4 ASCI CPD points will be obtained by those who attend this workshop.