Gartner Research

5 Tips to Improve Sales and Operations Planning Monthly Meeting Presentations

Published: 24 July 2018

ID: G00366309

Analyst(s): Pam Fitzpatrick , Micheal Youssef


Some monthly operational S&OP presentations fail to drive active participation because the content doesn't resonate with the cross-functional group of decision makers. Supply chain leaders responsible for planning can use this research to improve S&OP presentations and meeting outcomes.

Table Of Contents
  • Key Challenges



  • Design S&OP Meeting Slides With Commercial Leaders in Mind — Make Them Simple and Jargon-Free
  • Design S&OP Slides to Be Self-Explanatory
  • Make Slides Actionable by Including the "What's Next?" Which Would Require a Specific Action by One of the S&OP Participants or a Decision by the Commercial Leader
  • Engage Other Functional Leader Participants in Meeting Preparation by Asking Them to Present Their S&OP-Related Issues and/or Decisions for Their Areas of Expertise
  • Include Slides That Recognize Accomplishments of the Cross-Functional Alignment and Showcase Success Stories

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