How To Run A Sales And Operations Planning Meeting

Conduct a Sales and Operations Planning Meeting by aligning the sales forecasts and operational plans, facilitating cross-departmental communication, reviewing sales data and inventory requirements, and setting clear agendas while encouraging collaborative decision-making.

A Sales and Operations Planning (S&OP) meeting is a collaborative process wherein a company’s sales, marketing, production, and finance teams come together to align their efforts and create a holistic plan. The purpose of this meeting is to develop an integrated plan that balances demand and supply, taking into account factors such as sales forecasts, production capabilities, inventory levels, and financial goals. The S&OP meeting facilitates communication, enables timely decision-making, and ensures that all departments in the organization are aligned to achieve the company’s strategic objectives.

What is the purpose of a Sales And Operations Planning Meeting?

The purpose of running a sales and operations planning meeting as a leader is to align the sales and operational teams, identify challenges and opportunities, develop strategies, and create a comprehensive plan to meet sales targets and operational goals. This meeting ensures collaboration, coordination, and optimization of resources to drive business growth and maximize profitability.

How To Run A Sales And Operations Planning Meeting: Step-By-Step


Step 1: Planning Preparation

This step involves meticulously collecting and analyzing crucial data, including historical sales reports, up-to-date inventory levels, production capacity, and market dynamics, enabling businesses to make informed decisions and adapt their strategies accordingly.

ZipDo, our software, merges your calendar meetings into a single, collaborative environment. Within this environment, teams can craft a shared meeting agenda, promoting contributions from everyone. This strategy leads to superior meeting preparedness, boosting productivity and making the preparation and follow-up phases more straightforward.

With our app, ZipDo, we make preparing for team meetings easier for everyone involved. As a meeting lead, you can benefit from this since all information from previous sessions is stored centrally for recurring meetings. You’ll find both the meeting agendas and all meeting notes, significantly simplifying your preparation. This ensures that no important topics are overlooked.

Next Step

Step 2: Demand Planning

During this stage, the sales team carefully analyzes historical sales data, current market trends, and customer feedback to create accurate and reliable forecasts for future periods, helping guide decision-making and achieve targeted sales goals.

Next Step

Step 3: Supply Planning

Additionally, the operations team evaluates the efficiency of processes to ensure smooth workflow, analyzes market trends to make informed decisions, and implements strategies to optimize resources and minimize costs.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Try ZipDo free
Next Step

Step 4: Pre-S&OP Meeting

The S&OP team assesses the demand and supply plans, ensuring their compatibility, detecting any concerns, and suggesting appropriate remedies to optimize the overall performance of the business.

Next Step

Step 5: Executive S&OP Meeting

The S&OP team shares the demand and supply plans with executives for review and approval. Executives provide feedback, suggesting modifications or granting their approval to ensure the plan aligns with the company’s objectives.

Next Step

Step 6: Reconciliation of Plans

During this stage, the sales and operations teams collaborate to align their plans and address any challenges that may arise, ensuring a cohesive strategy for the organization’s sales and operational activities.

Next Step

Step 7: Approval

Once all discrepancies have been resolved, the updated plan is presented to the executives, who will then review and give their final approval to move forward with the proposed revisions.

Next Step

Step 8: Communication

Once the plan is approved, it is promptly shared with key stakeholders across various departments, including sales, operations, finance, and logistics teams, to ensure effective communication and alignment throughout the organization.

Next Step

Step 9: Implementation

Once the plan is effectively communicated, the focus shifts towards executing it. This involves various activities such as coordinating production schedules, managing inventory, and deploying sales strategies to ensure successful implementation.

Next Step

Step 10: Monitoring

Continuously monitoring performance against the planned objectives allows businesses to identify and address areas that require improvement, ensuring the success of the plan as it unfolds.

Questions to ask as the leader of the meeting

1. What are the current sales performance trends?

Explanation: This question helps the leader gauge the overall sales performance and identify any patterns or trends that might impact the planning process. It provides insights into market conditions, customer demand, and areas of improvement.

2. Are there any significant changes in customer demands or preferences?

Explanation: Understanding customer needs and preferences is crucial for effective sales and operations planning. This question allows the leader to identify any shifts in customer behavior, market trends, or emerging opportunities, ensuring that the planning process aligns with customer expectations.

3. What are the production and inventory levels?

Explanation: Evaluating production and inventory levels helps the leader assess the availability and readiness of products to meet anticipated sales demand. It facilitates better decision-making and alignment between sales and operations teams, ensuring timely delivery of products to customers.

4. Are there any constraints or bottlenecks in the supply chain?

Explanation: Identifying potential constraints or bottlenecks in the supply chain is vital to anticipate and address any potential disruptions to the sales and operations planning process. This question helps the leader identify areas that might require additional resources, process improvements, or alternative solutions.

5. What are the sales forecasts and targets?

Explanation: Reviewing sales forecasts and targets is critical for aligning sales and operations functions. This question enables the leader to assess the achievability of sales targets, identify any gaps or misalignments, and provide necessary guidance or adjustments.

6. Are there any external factors that might impact sales or operations?

Explanation: Considering external factors, such as economic conditions, regulatory changes, or competitor actions, is crucial for effective sales and operations planning. This question helps the leader anticipate any potential external influences that may affect sales performance or operational efficiency.

7. What insights can we gather from customer feedback or complaints?

Explanation: Customer feedback and complaints provide valuable insights for improving sales and operations planning. This question encourages the leader to gather information on customer satisfaction, areas for improvement, or potential product enhancements, enabling a customer-centric approach in the planning process.

8. How can sales and operations collaborate to enhance customer service?

Explanation: Promoting collaboration between sales and operations teams is essential for delivering an exceptional customer experience. This question encourages the leader to explore opportunities for cross-functional cooperation, process optimization, or service improvements, ensuring customers receive the highest level of satisfaction.

9. What are the short-term and long-term sales and operations goals?

Explanation: Clarifying both short-term and long-term goals helps the leader establish a strategic direction and prioritize actions during the planning process. This question ensures that sales and operations teams are working towards common objectives, enabling effective resource allocation and performance monitoring.

10. How can we continuously improve the sales and operations planning process?

Explanation: Encouraging continuous improvement is essential for enhancing the efficiency and effectiveness of sales and operations planning. This question prompts the leader to explore ways to streamline processes, enhance communication, and incorporate feedback, ensuring a more robust and agile planning framework.

As a leader, preparing a sales and operations planning meeting agenda involves several steps. First, define the goals and objectives of the meeting. Next, identify the key topics to discuss, such as sales forecasts, inventory management, and production capacity. Assign time slots for each agenda item and allocate sufficient time for discussion and decision-making. Lastly, circulate the agenda to the participants in advance to ensure everyone is prepared and focused during the meeting.

How To Prepare For A Sales And Operations Planning Meeting
Meeting Preparation Icon

Topics for a sales and operations planning meeting should include demand forecasting, production capacity, inventory management, allocation of resources, and customer service. It is essential to discuss sales performance, market trends, upcoming promotions or product launches, as well as supply chain issues and potential solutions. Collaboration between sales, operations, finance, and other relevant departments is key to achieving alignment and making informed decisions.

See Our Sales And Operations Planning Meeting Template
Meeting Template Icon

Software tools to facilitate a Sales And Operations Planning Meeting

Software plays a crucial role in helping leaders effectively run sales and operations planning meetings. It provides real-time data analytics, allowing for accurate forecasting and demand planning. The software streamlines communication and collaboration among team members, ensuring seamless coordination between sales, operations, and finance departments. Additionally, it automates repetitive tasks, freeing up time for leaders to focus on critical decision-making and driving business growth.

Our Recommendations:


In conclusion, running a successful sales and operations planning meeting is crucial for businesses looking to streamline their operations, improve coordination, and drive better results. By following the key steps outlined in this blog post – setting objectives, preparing with data, involving cross-functional teams, facilitating collaboration, and reviewing action plans – you can ensure that your S&OP meeting is productive and effective. Remember that ongoing communication and continuous improvement are vital for achieving successful S&OP outcomes. By implementing these best practices, you can optimize your planning processes, enhance decision-making, and pave the way for increased efficiency and profitability in your organization. So, don’t overlook the power of an effective S&OP meeting and start implementing these strategies today!

Popular Questions

What is the purpose of a Sales and Operations Planning (S&OP) meeting?

The purpose of a S&OP meeting is to balance the supply and demand of the products or services. It helps synchronize the sales forecast and production plan, resolve any operational issues, streamline communication between departments, and make strategic decisions for the company’s growth.

Who should attend a Sales and Operations Planning meeting?

Typically, key participants in a S&OP meeting include representatives from sales, marketing, operations, finance, and occasionally, from suppliers and customers. The senior management team, such as the CEO or president, may also attend to make higher-level strategic decisions.

When should a Sales and Operations Planning meeting be held?

A S&OP meeting is usually held monthly but can be more frequent depending on the business needs. These meetings should be scheduled well in advance to ensure key stakeholders are available to attend.

What topics are typically covered in a Sales and Operations Planning meeting?

The discussions in a S&OP meeting generally include reviewing the previous months’ sales and production performance, forecasting future demand and supply, identifying any potential issues or areas of concern, and making strategic decisions. It also includes aligning the operational plans with the company’s financial and strategic objectives.

How can the effectiveness of a Sales and Operations Planning meeting be measured?

The effectiveness of a S&OP meeting can be measured by the degree to which it accomplishes its objectives. These may include accurate forecasting, optimized inventory levels, reduced lead times, improved customer service levels, increased sales and revenue, and alignment of operational plans with strategic goals. Regular reviews and feedback from participants can also provide insights into areas for improvement.