Operations & Supply Chain

Integrated Business Planning for Manufacturers

Integrated business planning connects demand, supply, product and financial plans into one monthly management process. This course explains how manufacturers run IBP: process steps, demand and supply reviews, scenario planning, financial reconciliation, the executive meeting and the data and tools that support it.

5 days Classroom or live online English

Smart Horizon Certified - Global Leadership Consultants

Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF

Why attend

From knowledge to real-world impact.

Disconnected plans between sales, operations and finance cause shortages, excess and missed targets. You will learn to run one integrated plan.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

Difficulty translating subject knowledge into practical workplace decisions.
Inconsistent approaches to the activities covered in the course outline.
Lack of a structured plan for applying and reviewing new skills.

Course methodology

How you will learn.

Process simulation, scenario exercises, case studies and maturity assessment.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

Explain the integrated business planning process
Run demand and supply review meetings
Reconcile plans with financial targets
Use scenarios to support decisions
Design the executive review meeting
Assess and improve IBP maturity

Target audience

Who should attend.

This course is suitable for:

Supply chain directors
Planning managers
Finance business partners
Sales and marketing managers
Operations managers

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Process design
Scenario planning
Cross-functional facilitation
Financial integration
Executive decision support

Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1IBP Foundations

09:00–10:08From S&OP to IBP
10:08–11:00Process overview
11:00–11:30Coffee break
11:30–11:45Process overview (continued)
11:45–12:53Benefits
12:53–14:00Exercise

Day 2Demand and Product Review

09:00–10:08Demand planning
10:08–11:00Portfolio decisions
11:00–11:30Coffee break
11:30–11:45Portfolio decisions (continued)
11:45–12:53Assumptions
12:53–14:00Simulation

Day 3Supply Review

09:00–10:08Capacity and constraints
10:08–11:00Supply scenarios
11:00–11:30Coffee break
11:30–11:45Supply scenarios (continued)
11:45–12:53Inventory plans
12:53–14:00Workshop

Day 4Financial Integration

09:00–10:08Plan reconciliation
10:08–11:00Gap closing
11:00–11:30Coffee break
11:30–11:45Gap closing (continued)
11:45–12:53Scenario evaluation
12:53–14:00Exercise

Day 5Executive Review

09:00–10:08Decision making
10:08–11:00Governance
11:00–11:30Coffee break
11:30–11:45Governance (continued)
11:45–12:53Maturity roadmap
12:53–14:00Action plan

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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