Questionnaire

1) What email address was used to complete the IBF S&OP Maturity Model/ Self-Assessment?

2) What is the size of your company, total revenue in $US dollars? (Please convert to $US dollars if another currency)

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3) Does your company mostly sell Products or Services?

Products

Services

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4) Please select your company's industry

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5) How many people within your company at your location and globally (in total) work as full-time forecasters/demand planners?

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6) Does your company have an ongoing training program for forecasting and planning? If so, what is your source for developing your planning professionals? (Choose all that apply)

APICS/ASCM

Public Online programs

Training Company

University

IBF

Don’t have a training program

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7) What functions are active participants in your S&OP/IBP process? (Mark all that apply).

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8) What elements are consistent parts of your monthly S&OP/IBP? (Mark all that apply).

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9) What KPI’s are consistently part of your regular monthly S&OP/IBP? (Mark all that apply).

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10) Which best describes your objectives for your S&OP/IBP process?

a) To balance plans to best meet the customer and company’s needs (demand, sales, supply, operations).

b) To balance processes to best meet the over plans (demand, product, resources, financials).

c) To balance business goals to best meet the strategy of the organization (cost, cash, service).

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11) What time horizon forms the basis of discussions and plans?

a) Includes at minimum current quarter end. Projected is rolling 12 months or more.

b) 3 months or more out, but focuses on current fiscal year. Projected rolling 12 months or more.

c) 3 months or more. 18 month rolling projections or more which drives annual budget.

d) Varies according to each product group and then extends at least 18 months.

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12) How connected are your individual plans?

a) We have competing plans and use S&OP to balance them.

b) We have a single consensus forecast driving supply that we reconcile with Finance.

c) We have a one number attitude centralized around a consensus demand plan.

d) We have a unified plan across all functional areas that connects to strategy and execution.

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13) What percentage of your core demand planning and S&OP teams have been through an external certification or certificate program related to their field?

a) Between 1% and 10%

b) Between 11% and 25%

c) Between 26% and 66%

d) Over 66%

e) None

14) Which of the following inputs do you incorporate into your forecasts and demand plans? (Mark all that apply).

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15) Which best describes your use of analytics and the culture surrounding it?

a) Primary use of technology is descriptive analytics and reporting to identify what has happened.

b) Analytical models are standardized and cover both descriptive analytics and forecasting but are generally limited to time series modeling.

c) External variables and drivers are employed, as are more sophisticated dynamic predictive analytics for predicting what might happen to help organizational decision making.

d) Prescriptive analytics and demand shaping are synchronized with supply chain and business operations to help form what the company would like to happen.

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16) What systems and technology are used for planning and driving discussions in your S&OP/IBP meetings?

a) Information is downloaded from planning and ERP systems, manipulated in Excel and presented in PowerPoint.

b) Process relies on technology to support process flow, scenario modeling, and demand modeling across time horizons and the network.

c) Multi-enterprise network analytics and technology to support scenario modeling, demand modeling, demand shaping, demand sensing, visualization, and risk assessment.

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17) What technology vendor(s)/ product(s) do you use for forecasting at the company?

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18) What kind of hurdles do you experience in your S&OP/ IBP process? (Choose all that apply).

Lack of resources

Lack of cooperation from other functions

Lack of understanding of the value of S&OP/ IBP

Lack of upper management support

No clarity regarding goals or strategies

Little connection of planning to execution

Not able to measure effectiveness

Other (share in Comments)

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19) What is your average % forecasting error (NOT ACCURACY)? Provide Mean Absolute % Error (MAPE).

	1 months ahead (lag 1)	1 qtr ahead (lag 3)	1 year ahead
SKU (item/location)	Error	Error	Error
Category brand	Error	Error	Error
Aggregate/business unit	Error	Error	Error

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20) How far ahead is your production schedule locked?

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Pre-Qualifying Questionnaire