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Sates and Operations Planning
Sales and Operations Planning is critical to meeting customer
expectations profitably and driving Sales and Operations to meet
the Business Plan. Working without Sales and Operations Planning
means running a "headless" company. The Sales and Operations
Planning process shown in Figure 2 involves the following plans and
people:
• Business Plan—The General Manager
• Sales Plan—Vice President of Sales
• Development Plan—Vice President of Product Development
• Production Plan—Vice President of Manufacturing
• Financial Plan—Vice President of Finance
Success in operating Sales and Operations Planning, at Class A
performance, requires that all of the plans be consistent and
achievable and that all of the people act in concert. Katzenbach and
Smith in the Wisdom of Teams, however, point out that it is most
difficult to create a team from senior management. It is most
difficult to teach "senior" old dogs new tricks. This difficulty is
due to the strong functional orientation of vice presidential
department heads and the inability, due to time constraints, to get
much practice working together on common goals and objectives.
Properly involving Learning and Leadership Styles in the Sales and
Operations Planning implementation, and as part of the on going
process, can help compensate for the problems of getting senior
management to act as a team. The following are examples of how both
learning and leadership styles can be used to achieve a successful
Sales and Operations Planning implementation:
1. The General Manager understands his own leadership styles and
that of his functional vice presidents.
2. The General Manger uses the cycle of leadership styles shown in
Figure One to create both a sense of common purpose for implementing
Sales and Operations Planning and a sense of common purpose for
running the company.
3. The Sales and Operations Planning Task Force leader and the
General Manager learn and understand the learning styles of all the
participants. This understanding is used to ensure that all the
participants learn the principles of Sales and Operations Planning
and learn how to use Sales and Operations Planning on an ongoing
basis.
Can we find out what the Sales and Operations Planning participants'
learning and leadership styles are before we start, or do we assume
that all marketing people skydive and learn dynamically and that all
manufacturing people can only learn by doing? Fortunately, there are
formal methods for determining learning and leadership styles:
Learning Styles
Learning Style Inventory from McBer and Company and Learning Type
Measure from Excel are two formal self-scoring and self-interpreting
vehicles for assessing learning styles. Both of these can be
administered quickly and leave the participant with both an
understanding of their own learning styles and an appreciation for
others' learning styles.
To be Continued
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