notes: use myriad pro font thoughout, with 28 point titles, 24 point headings and 20 point text....

Notes:Use Myriad Pro font thoughout, with 28 point titles, 24 point headings and 20 point text.

Title slides/blurs in from right to left. Chart grows left to right.

Use looped audio as intro.

Start after 7 seconds

General: On each successive slide, only show nav arrows after material has been shown/completed

Throughout the presentation, provide links from key terms to popup glossary

Animation (yes or no): no

Text/Audio Narration:

Title: Demand Planning Scene (opening page): Title Page

Graphics (yes or no): Audio (yes or no):

Slide number: 1

Skill or Concept:

An Introduction to the Demand Management Process

Notes: Bring up bullet points as narration discusses each.

Each objective links to that section of the training.

Info link goes to separate page with additional notes about the demand planning process, as well as contact information for key personnel

Animation (yes or no): Yes

Text/Audio Narration: Oh Hi, I’m Linda. Over the next few minutes I will be explaining the TE Medical demand planning process to you. During the presentation, if you have questions or want more information, click on the ‘I’ in the top-right corner or you can open the Table of Contents at any time by clicking on the double arrow in the top-left..Now let’s get started. In this training we will go over 3 major topics. First, we will get a good understanding of the definition of demand planning. Next, we will identify who is engaged in the process and their roles and responsibilities. Finally, we will walk through the process of measuring and assessing the accuracy of the forecasts we build. When you’re ready to move on, click on the navigation arrows in the bottom-right.

Title: Demand Planning Scene: Objectives

Graphics (yes or no): Yes Audio (yes or no):yes

Slide number: 2

Skill or Concept:

Definition of demand planning

Demand team roles and responsibilities

Forecast accuracy

Notes: Bring in the underlines as each point is emphasized


Text/Audio Narration: So what exactly is a demand plan, and why do we go through the demand planning process? A demand plan is a formal request made by the organization’s sales and marketing team to the supply chain. The purpose is to ensure that all of the necessary materials and resources are available when they will be needed. We use this process to accurately forecast the resource needs of the business as we are serving our customers.

Title: Demand Planning Scene: Definition


Slide number: 3

Skill or Concept:

A demand plan is a formal request from Sales and Marketing to the Supply Chainto make the relevant materials and capacity available at the time that they anticipate the customer will require them

Notes:

Animation (yes or no): No

Text/Audio Narration: In this next section, we will discuss each of the major players in the demand planning process and get a sense of the roles they play.

Title: Demand Planning Scene: Section Title


Slide number: 4

Skill or Concept:

Notes: Start slide with image of blank timeline. As bracket stretches to appear, add text to screen and narration coincides. When the second bracket appears, remove or fade out first text area.


Text/Audio Narration: So let’s take a look at who has responsibility for what during the demand planning business cycle. Demand planning is a 24-month process that most significantly impacts the sales and product marketing teams. During the first half of the process – the first 12 months – the sales team has primary responsibility for ensuring the accuracy of the forecast. It is their job to XXX. At the same time, the product marketing team is responsible to ensure that the forecast expectations are reasonable from a manufacturing standpoint. XXX In the second half of the demand planning process, these roles are revered, with sales focusing on the reasonableness of the forecast, and marketing paying most attention to the overall accuracy of the forecast.

Title: Demand Planning Scene: Responsibilities


Slide number: 5

Skill or Concept:

Start 12 months 24 months

SalesSales: Responsible for forecast accuracy

Product MarketingProduct Marketing: Responsible for reasonableness

SalesSales: Responsible for reasonableness

Product MarketingProduct Marketing: Responsible for forecast accuracy

Notes: Each org chart is a rollover slide, with details appearing as the user mouses on the image.


Text/Audio Narration: To fully understand how each part of the business plays a part in conducting the demand planning review, please mouse over the business units above.

Title: Demand Planning Scene: Responsibilities Orgs


Slide number: 6

Skill or Concept:

Mouse over each image to get more details




Title: Demand Planning Scene: Biz Support Rollover


Slide number:

Skill or Concept:


Notes: As each role is discussed, highlight the role/grey out the rest and bring up the text


Text/Audio Narration: Within the business support team, the customer service advocates and the demand management team play significant and active roles in the demand planning process. CSAs

Title: Demand Planning Scene: Rollover Slide Biz Support


Slide number: 7

Skill or Concept:

Biz Support Mgr

Customer Svc Mgr

Demand Mgr

Customer SvcAdvocate

Customer SvcAdvocate

Demand MgmtTeam

Demand MgmtTeam

Customer Service Advocate Review orders versus forecast variance report Solicit orders Identify and monitor abnormal demand through-out

the month Manage expedite requests Review forecast accuracy report and identify major

variances Update Customer provided forecast in EFCS Collaborate with Sales prior to SE Lock Update the near term forecast (PM/EFCS) prior to

MBR Lock based on current order status Develop plan to improve forecast accuracy based on

steps above

Demand Management TeamCoordinate monthly S&OP process through gathering and critiquing of the dataReview the forecast with Product Manager before Demand Review for reasonablenessConsolidate Segment plans for Demand ReviewProvide input to plan to improve forecast accuracyMonitor actual performance to plan and communicate or intervene, as appropriate




Title: Demand Planning Scene: Biz Development Rollover


Slide number:

Skill or Concept:




Text/Audio Narration: Product managers…

Title: Demand Planning Scene: Rollover Slide Biz Development


Slide number: 8

Skill or Concept:

Biz DevelopmentManager

Product Manager Product Manager

Product ManagerVerify forecast for reasonabilityCreate issues list based on above plus input from Customer Service and Sales EngineeringFinalize collaborative forecast and opportunities forecast for SegmentReview with Demand Manager to finalize Segment forecastPresent Segment presentation for Demand Review:Provide input to forecast accuracy improvement plans




Title: Demand Planning Scene: Sales Rollover


Slide number:

Skill or Concept:




Text/Audio Narration: The regional sales manager is responsible for…The sales team…XXX

Title: Demand Planning Scene: Rollover Slide Sales


Slide number: 9

Skill or Concept:

Sales

Regional SalesManager

Regional SalesManager

Sales Team

Sales TeamLook for abnormal demand throughout monthExecute Customer Service requests for informationProvide forecast recommendationsProvide input to forecast accuracy improvement plansProvide in-depth understanding of customer trends/issues during Demand CallsDevelop customer relationship to improve forecast accuracyContinuous training of customer base on S&OP process/updatesAssumptions, Risks and Opportunities validated and discussed during Demand CallsContinuous process throughout the month

Regional Sales ManagerProvide a Reconciled SE Forecast every cycleSolve for Reasonable number within each RegionRecord Forecast Assumptions, Risks & Leads FormallyClose any shortfallsEscalate any Exceptions for Discussion @ Demand CallsSupport Continuous Reconciliation ProcessEnsure participation and ownership down to SE levelBuild competency in all supporting tools among all team members (SE Reconciliation, EFCS, etc.)Participate in audit process to ensure correct behaviors are in placeMeet new timeline for deliverables

Notes: 5 multiple choice question, non-graded assessment. For each question give the learner 3 attempts. Clicking on the image of ‘Linda’ provides explanatory feedback to assist the learner in answering the questions.

Allow the learner to go back to the content using the nav arrows or table of contents


Text/Audio Narration: Ok, now let’s see how well you understand all of those different roles. The next several slides are going to ask you some questions about what you just read. If you get stuck, just ask me.

Title: Demand Planning Scene: Check-up / Assessment


Slide number: 10

Skill or Concept:

Need help? Just ask me by clicking here.

Assessment Questions

Great work. You really

paid attention!

That’s not

quite right…

HINT…

1) Answer the following question by filling in the blanks:A demand plan is a formal request from the Sales and Mktng team to the Supply Chain.

2) During the first 12 months of the demand planning process, ______________ is responsible for accuracy of the forecast, and _____________________ has responsibility for ensuring its reasonableness.Product marketing, SalesSales, Product managementProduct marketing, Product managementSales, Product marketing

3) Which of the following roles is responsible to escalate any exceptions to the demand plan?Sales teamRegional sales managerProduct managerCustomer service advocateDemand management team

4) The _______________ is responsible for monitoring actual performance to the plan and communicating this information.Sales teamRegional sales managerProduct managerCustomer service advocateDemand management team

5) The typical demand planning process lasts how long?6 months12 months18 months24 months

Notes:


Text/Audio Narration: Well done. You really know your stuff. Now that we have covered the background of the process, let’s take a look at how it is actually operationalized. In the next section we will walk through some examples of how to actually calculate the forecast accuracy. As always, if you need help, click on the ‘I’ in the top-right for some extra information.

Title: Demand Planning Scene: Assessment Finish


Slide number: 11

Skill or Concept:

Notes: Fade in each image as narration addresses the topic.

Bring up questions individually as the narration discusses them. Gray out the prior question as the new one is discussed.


Text/Audio Narration: You may be wondering why we bother with this whole forecast accuracy thing. Understanding and predicting customer demand is vital to the success of our integrated business planning process. Even though we know that our forecast will never be absolutely perfect, we can use it to plan resources, staff, and equipment to optimize our supply chain.As I said, our forecast will never be absolutely perfect. How do we tell what is ‘good enough’ then? XX

Title: Demand Planning Scene: Understanding Forecasts


Slide number: 12

Skill or Concept:

Why do we measure the accuracy of our forecast?

If our forecast is never expected to be 100% accurate, what are our goals and how do we stack up against the ‘best in class’ companies?

Notes:



Title: Demand Planning Scene: Forecast Accuracy Explained


Slide number: 13

Skill or Concept:

TE Medical uses the Weighted Mean Absolute Percent Accuracy (WMAPA) method and measures at time periods equal to Lag 2, 4, 6 and 12.

Weighting is based on the unit price of each part for all segments except:

Accuracy is imperative to our delivering a high level of service to our customers, managing inventory levels and keeping our factories running efficiently.

Notes: Show the entire formula at the start. As each piece is mentioned in the narration, emphasize it with a highlight box.


Text/Audio Narration: Forecast accuracy is calculated as the absolute value of the difference between the forecast level of demand and the actual level, all divided by the actual level. Subtracting this value from 1 yields a percentage value that describes the degree of accuracy in our forecast.Now let’s walk through an example of how this formula works.

Title: Demand Planning Scene: Worked Example


Slide number: 14

Skill or Concept:

AbsoluteValue(Forecast value – Actual Demand)

Actual Demand

1 -

=% Accuracy

1 - AbsoluteValue(Forecast value – Actual Demand)1 - AbsoluteValue(Forecast value – Actual Demand)1 -Actual Demand

AbsoluteValue(Forecast value – Actual Demand)1 -Actual Demand

AbsoluteValue(Forecast value – Actual Demand)1 -

Notes: Show each step with 2 seconds between them. First paragraph of narration occurs before calculations, second paragraph occurs after completion.


Text/Audio Narration: Let’s imagine that we have forecast a total demand of $100 million. However, when the figures come in, we see that our actual demand was $120 million. How would we calculate our demand accuracy using the previous formula? Let’s plug the given values in and see how this works out.

Following the steps in the formula shows us that our forecast model had a calculated accuracy of slightly more than 83%.



Slide number: 15

Skill or Concept:

Forecast = $100M

Actual Demand = $120M

Actual Demand

AbsoluteValue(Forecast value – Actual Demand)1 -

$120M

AbsoluteValue($100M – $120M)=1 - 1 - $20

$120=

1 – 0.1667= 0.8333

Our forecast has a calculated accuracy of

83.33%

Notes: After the first paragraph of narration, fill in the Absolute error row. Highlight each component as this is filled in.


Text/Audio Narration: This chart is called the forecast accuracy waterfall. It is used to evaluate our forecast accuracy at set time intervals, in this case 2 periods post forecast. Notice that the absolute error row is calculated as te difference between the forecast that was made and the actual demand that was observed 2 periods later. This is the numerator in our accuracy formula. Watch as we calculate these values.The Forecast results row represents the overall result of our accuracy formula. Remember that this is 1 minus the value of the absolute error divided by the actual demand.



Slide number: `6

Skill or Concept:

76 10 104053.7% 95.5% 66.7% 95.7%

Notes: Provide explanatory feedback when user enters information. If correct: “Great work. You got it!” If incorrect, give explanation of how to calculate the value.

Information link takes user to page with formulas and an example.


Text/Audio Narration: Let’s see how you do now. If we are looking for a 2 period lagged accuracy calculation, can you fill in the missing boxes?

Title: Demand Planning Scene: Practice Example


Slide number: 17

Skill or Concept:

Calculated value for April error:

Calculated value for June forecast results:

Notes:



Title: Demand Planning Scene:


Slide number: 18

Skill or Concept:

Notes:


Text/Audio Narration: The next section contains 15 questions covering the material you just learned. Once you begin the exam, you may not go back and review the material during the exam. To pass the exam you must receive a score of 90% or better. At the conclusion of the exam you will have the opportunity to review the answers. When you are ready, click ‘Go’

Title: Demand Planning Scene: Assessment


Slide number: 19

Skill or Concept:

GO

The next section contains 15 questions covering the material you just learned. Once you begin the exam, you may not go back and review the material during the exam. To pass the exam you must receive a score of 90% or better. At the conclusion of the exam you will have the opportunity to review the answers. When you are ready, click ‘Go’

Notes:

Animation (yes or no): no


Title: Demand Planning Scene (opening page): Splash Page

Graphics (yes or no): Audio (yes or no):

Slide number: 20

Skill or Concept:

Thank you for watching:

An Introduction to the Demand Management Process

Notes:



Title: Demand Planning Scene:


Slide number:

Skill or Concept:

notes: use myriad pro font thoughout, with 28 point titles, 24 point headings and 20 point text....

Documents

demand planningscene

demand management processnotes

textaudio narration

process of measuring

title pagegraphics

yesslide number

point text

title slidesblurs