The Essential Checklist for an Effective S&OP Cycle

What is the S&OP Cycle Checklist?

It is an Excel-based document designed to help you organise and track all the phases of the monthly S&OP cycle. Thanks to this checklist, you can visualise and control each key task, assign responsibilities, and maintain a history of progress and observations to facilitate coordination between teams.

What is the Purpose of This Checklist?

Keep exhaustive control over all tasks involved in the S&OP cycle, ensuring nothing is left pending.
Clearly assign and share responsibilities for each phase.
Track progress using visual status indicators for each task.
Record observations, incidents and key decisions to keep all relevant information centralised.
Improve communication and visibility between departments, enabling more productive meetings and aligned planning.

How to Use This Checklist Effectively

Duplicate the template each month to keep an organised history without losing information.
Update the status of each task as progress is made: from Pending, to In Progress, to Completed.
Add comments to report incidents, agreements or discussion points for review meetings.
Share the file with all responsible parties and use it as a guide in regular S&OP cycle meetings to ensure team alignment.

Why is Managing S&OP Cycle Well Important?

Integrated and collaborative planning is essential to anticipate demand, optimise production, and coordinate purchasing and logistics. This checklist is a simple yet effective first step for your team to gain full control of the process and improve operational efficiency across your entire supply chain.

Download the S&OP Cycle Checklist Now and Transform Your Planning

If you need to improve your processes and increase control over your supply chain, download this free resource. And if you want to take it to the next level, don’t hesitate to request a free consultation with our experts. We’ll be delighted to identify areas for improvement and explore how to optimise your operational management.