S&OP Maturity Assessment Bundle

$149.00

Most S&OP assessments measure the wrong thing.

They count meetings. They check whether a monthly cadence exists, whether the five steps are on the calendar, whether the deck gets produced. None of that tells you whether the process is any good.

The real test is different: does your S&OP process consistently produce timely, cross-functional decisions? A company can hold every meeting on schedule and still be immature if each meeting is mostly status reporting. Maturity is about decision quality — not meeting attendance.

The S&OP Maturity Assessment Bundle gives you the complete system to find out where you actually stand, and a step-by-step roadmap to get to the next level.

---

This Is Not a Static Checklist

The Assessment Workbook is a live scoring engine. Enter your scores across 78 criteria and the workbook automatically calculates your weighted maturity score across all 12 dimensions, generates a radar profile of current versus target, ranks your biggest gaps by weighted priority, and populates an Action Plan tab that tells you exactly what to fix first — with the specific moves from the Playbook already surfaced for you.

You don't get a score and then have to figure out what to do with it. The workbook does the diagnosis. The Playbook tells you the exact corrective actions to take, one level at a time, so you're never left on your own to figure out what comes next.

---

What's in the Bundle (4 Files)

1. S&OP Maturity Assessment Workbook — Excel

A 5-sheet scoring engine that turns honest answers into a clear, actionable picture of your S&OP process.

• Assessment tab — 78 criteria across 12 dimensions, scored 1–5 using dropdowns. Score against what actually happens each cycle, not what is intended or written in a procedure
• Score Summary tab — Auto-calculates your weighted maturity score per dimension, current vs. target gap, radar chart of your profile, and ranks dimensions by weighted gap so you know where to focus
• Action Plan tab — Auto-populates your top two priority dimensions ranked by weighted gap, with the exact next moves from the Playbook already surfaced. Complete the Assessment and this fills in automatically
• Reference tab — The five-level maturity scale (Reactive → Defined → Integrated → Optimized → Adaptive) with descriptions for every level
• Playbook Data tab — The corrective action library that powers the Action Plan: level-by-level moves, quick wins, and success signals for all 12 dimensions

2. S&OP Maturity Playbook — PDF

The improvement guide that tells you exactly what to do at every level of every dimension — so you're never left to figure it out alone.

• Level-by-level corrective actions for all 12 dimensions: the specific moves to climb from Level 1→2, 2→3, 3→4, and 4→5
• Two quick wins per dimension you can start this quarter without a budget or a project
• Success signals for each dimension — so you know when you've actually moved up, not just when you think you have
• A 90-day improvement sprint structure: Score → Fix Foundations → Close Biggest Gaps → Re-score. A repeating loop, not a one-time fix
• Four rules for moving up: weakest link first, foundations before technology, one level at a time, re-score every quarter

3. S&OP Maturity Framework — PDF

The conceptual foundation for the assessment. Covers all 12 dimensions, what each one means, what good looks like at each maturity level, and how to use the workbook and playbook together as a cross-functional team.

4. DecisioTools License & Terms of Use — PDF

Standard single-user commercial license included with every DecisioTools product.

---

The 12 Dimensions Assessed

Dimension	What It Measures
1. Governance & Executive Ownership	Named ownership, decision rights, escalation paths
2. Process Design & Discipline	Five-step cycle, entry/exit criteria, time fences
3. Cross-Functional Integration	One plan of record, joint ownership, trade-off resolution
4. Demand Review	Forecast quality, assumptions, statistical baseline use
5. Supply Review	Constraint visibility, scenario planning, capacity alignment
6. Inventory & Financial Integration	Inventory targets, financial translation, working capital visibility
7. Reconciliation & Pre-S&OP	Gap resolution, options with recommendations, exec-ready output
8. Executive S&OP	Decision quality, strategic alignment, exception management
9. Metrics & Performance Management	KPI ownership, trend visibility, accountability
10. Technology & Data	System support, data quality, planning tool maturity
11. Continuous Improvement	Root cause discipline, process ownership, improvement cadence
12. Culture & Behaviours	Accountability, constructive challenge, cross-functional trust

---

The Five Maturity Levels

Level	Name	What It Looks Like
1	Reactive	Firefighting, disconnected plans, limited ownership
2	Defined	Standard meetings and processes exist, but execution is inconsistent
3	Integrated	Functions collaborate around one operational plan
4	Optimized	Process drives decisions; exceptions managed proactively
5	Adaptive	S&OP is a competitive capability; continuous, self-correcting

---

Who This Is For

Supply chain directors and VPs who need an honest read on where their S&OP process stands — and a credible roadmap to improve it. S&OP and IBP process owners preparing for a maturity review or a leadership conversation about process investment. Supply chain consultants who need a structured, defensible assessment framework for client engagements. Operations leaders who suspect their S&OP is mostly a reporting exercise and want to know what it would take to make it a real decision-making process.

---

How to Get the Most From It

1. Score as a cross-functional group — the disagreements between functions are as valuable as the scores themselves
2. Score against what actually happens, not what is intended or written in a procedure
3. Set realistic targets — not every dimension has to reach Level 5. The right target depends on your complexity, growth strategy, and business model
4. Weight what matters — adjust dimension weights on the Score Summary tab to reflect your priorities
5. Start with the Action Plan tab — it tells you where to focus before you read anything else
6. Run the 90-day sprint from the Playbook, then re-score. Improvement compounds one cycle at a time

---

Format: Microsoft Excel (.xlsx) + 3 PDF guides
Files included: 4
Excel compatibility: Microsoft Excel 2016+ (recommended) | Google Sheets compatible
License: Single-user commercial use included

cross-functional alignment DecisioTools IBP integrated business planning maturity assessment maturity model maturity score process improvement process maturity S&OP S&OP governance S&OP improvement S&OP maturity S&OP playbook S&OP scorecard sales and operations planning supply chain assessment supply chain diagnostics supply chain framework supply chain leadership