Integrated Business Planning (IBP)

1. Business Owners & Executives -Business owners - startups, entrepreneurs,Managers & C-Level executives

2. Supply Chain and Operations Professionals -Sales and Marketing Teams

4. Finance Professionals - Financial Planners,Budgeting and Forecasting Teams

5. IT and Technology Professionals -IT Managers and Analysts;ERP System Administrators

6. Human Resources and Change Managers -HR Managers and Learning & Development Specialists;Change Management Leaders

By the end of the modular IBP training, participants will:

• Understand the end-to-end IBP process and its strategic importance.
• Be able to develop and align demand, supply, and financial plans.
• Confidently use IBP tools to drive cross-functional collaboration.
• Identify opportunities for improving organizational agility and profitability through IBP.

Module 1: Introduction to Integrated Business Planning
Module 2: Demand Planning
Module 3: Supply and Capacity Planning
Module 4: Financial Integration
Module 5: Tools and Technology in IBP
Module 6: Cross-Functional Collaboration
Module 7: Change Management and Implementation
Module 8: Advanced Practices and Continuous Improvement

Points covered:

Module 1: Introduction to Integrated Business Planning

• Content:
• Evolution from S&OP to IBP: Key differences and advantages.
• IBP principles and objectives:
• Alignment of strategic goals with operational plans.
• Improved decision-making and profitability.
• Benefits and challenges of IBP implementation.
• Overview of the IBP process and framework.
• Case studies: Success stories of IBP in leading companies.

Module 2: Demand Planning

• Content:
• Principles of demand forecasting in IBP:
• Statistical forecasting methods.
• Collaborative forecasting with sales and marketing.
• Managing variability and forecast accuracy.
• Tools and technologies for demand planning.
• Workshop: Developing a demand forecast for a hypothetical business scenario.

Module 3: Supply and Capacity Planning

• Content:
• Principles of supply and capacity planning in IBP.
• Balancing supply with demand:
• Inventory optimization.
• Capacity constraints and resource allocation.
• Managing supply chain disruptions through scenario planning.
• Hands-on exercise: Building a supply plan based on demand forecasts.

Module 4: Financial Integration

• Content:
• Linking financial plans with demand and supply:
• Rolling financial forecasts.
• Budget alignment with IBP.
• Profitability analysis and decision-making:
• Cost-to-serve analysis.
• Scenario-based financial modeling.
• Workshop: Reconciling a financial plan with operational plans.

Module 5: Tools and Technology in IBP

• Content:
• Overview of IBP-enabling technologies:
• ERP systems (e.g., SAP IBP, Oracle, Anaplan).
• Advanced analytics and AI-driven tools.
• Dashboards and reporting for real-time visibility.

Module 6: Cross-Functional Collaboration

• Content:
• The role of collaboration in IBP success.
• Breaking down silos between sales, supply chain, finance, and operations.
• Effective communication strategies for IBP meetings.
• Role-playing exercise: Simulating an IBP executive review meeting.

Module 7: Change Management and Implementation

• Content:
• Steps to implement IBP in an organization:
• Building an IBP governance structure.
• Training and engaging stakeholders.
• Overcoming resistance to change.
• Building a sustainable IBP culture.
• Case studies: Lessons learned from IBP implementations.

Module 8: Advanced Practices and Continuous Improvement

• Content:
• Maturity models in IBP: Assessing and improving processes.
• Advanced practices:
• Integrated scenario planning.
• Sustainability and ESG integration in IBP.
• Continuous improvement strategies for IBP.
• Workshop: Creating an IBP roadmap tailored to the participant’s organization.

• Interactive Lectures: Theory, real-world examples, and best practices.
• Workshops and Exercises: Hands-on practice and group problem-solving.
• Case Studies: Analysis of successful IBP implementations.
• Simulations: Role-playing
• Q&A Sessions

Formal Evaluation

Certificate is issued

Course material:
1. Training Presentations
2. Participant Workbook
3. Templates and Checklists
4. Case Studies
5. Workshop Guides
6. IBP Glossary
7. IBP Maturity Model
8. Implementation Roadmap Template