se运营管理-52-SOP效果检测表

效果检测表SOP公司名称/分公司日期是一种按月度进行的规划流程，它须要企业中层和高层管理的共同参与，包括总裁（总是不完全不

1.SOP经理、）COO o每个运转周期（一个月）都阅历需求规划、供应规划、预备会议、高层是不完全不

2.SOP SOP SOP会议等阶段书面的政策明确了参与人员与角色、以及每个流程中的每个步骤的目标和时是不完全不

3.SOP SOP间支配.做好长期的预备会议和高层会议的时间支配，确保参与人员都能按时出席是不完全不4假如总裁未能如期出席高层会议，将重新支配会议日期假如其它会议参与人员未能是不完全不

5.SOP出席，则另外支配他们的指定代替人员出席，并允许这些代替人员参与决策流程高层会议的日程支配应当提前至少两个工作日拟定，并通知相关会议出席人员，同时是不完全不

6.SOP说明会议将做哪些主要的决策图层会议关注的是产品家族的需求与供应，而不是某个单独的品项是不完全不

7.SOP产品家族的数量限制在・个之间另外，在预备会议阶段适当接受子产品家族是不完全不

8.515SOP市场与销售部负责销售预料工作他们清楚自己的职责所在供应牢靠的、合理的销售预料、是不完全不

9.至少每月进行一次销售预料审查，更新销售预料数据运营部负责运营规划工作他们同样清楚自己的职责所在供应与销售预料相匹配的生产支是不完全不

10.配，并达到需求/供应战略的要求，同时确保获得最佳的生产成本效应在预备会议和高层会议中，检查客户服务绩效指标（一次性准时发货率）是不完全不

11.SOP SOP在预备会议和层会议中，每个产品家族的供需战略将按季度进行严格审查，是不完全不

12.SOP SOPrWj旨在提高客户服务水平、缩减成品库存成本、以及缩短未交付订单（）的目标水平Backlog流程覆盖了企业经营的重要组成部分，必需延长至将来个月是不完全不

13.SOP12工作表将全部关键数据信息呈现在一张纸上（）其中包括支配的历史绩是不完全不

14.SOP onone page,效、客户服务数据、销售预料和运营支配.除了数据信息外，工作表还记录相关的定性信息（事务记录），这些信息将以“假设和是不完全不I5SOP问题”的形式出现为了确定产能负载问题，在产品族与产能不是一一对应的状况下，应当进行分别的产能展示是不完全不I

6.无论任何时候，预备会议和高层会议都不能疏忽新产品导入议题是不完全不

17.SOP SOP.每月进行中的运营支配与主生产排程（）的对比，以确保主生产排程（）依是不完全不18SOP MPSMPS据高层会议所确定的水平执行SOP是一个决策流程——预备会议先确定向高层会议提交哪些提议，高层是不完全不

19.SOP SOP SOP会议再确定接受哪些方案财务会计部的成员在预备会议和高层会议都扮演重要的角色，他们将确保是不完全不

20.SOP SOP帮助企业实现预期的财务目标SOP在高层会议中，将转化为金额表达的形式，然后将其与商业支配（年度预算、是不完全不

21.SOPSOP运营支配）进行对比假如有必要，可调整商业支配以反映它的可行性为了达到持续改进的效果，在每次高层会议结束之前，对会议工作进行简短的评估是不完全不

22.SOP反馈看法由全部参与人员供应在会议结束后的两天内，将会议的全部决策备忘录传达给相关人员是不完全不

23.SOPSOP流程已经成为考虑全部主要供需问题的框架是不完全不

24.SOP在以下个绩效指标中，至少个指标已经得到改善提高客户服务水平、降低客户未交付是不完全不

25.64订货（）水平、缩短客户的订货提前期、提高成品库存的周转率（年总销售成本+平均Backlog库存）、避开无支配的加班、降低员工的雇用和解聘成本计分标准是不完全不=1=1/2=0_______+________________=_____________________#是#不完全总分优秀好良低于糟糕23-25:20-22:17-19:17THE SOPEFFECTIVENESS CHECKLISTCOMPANY/DIVISION:DATE:yes partialno

1.SalesOperations Planning is amonthly processinvolving bothmiddle managementandtop management,including thepresident generalmanager,COO.yes partialno

2.The monthlySOP cycleconsists ofa DemandPlanning phase,a SupplyPlanningphase,a Pre-SOP meeting,and anExecutive SOP meeting thatincludes thepresident.

3.A writtenSalesOperations Planningpolicy detailsthe participants,responsibilities,yes partialnotiming-a11d objectivesof eachstep in the process.

4.Meeting datesfor the Pre-SOP andExecutive SOP meetings arcscheduled wellintoyes partialnothe future,maximize attendance.yes partialno

5.The Executive SOP meetingis rescheduledif thepresident isunable toattend.Otherparticipants whocannot attenda givenmeeting arerepresented bytheir designatedalternates,who areempowered toparticipate in the decision-making process.

6.A writtenagenda isissued at least twowork daysbefore eachExecutive SOPmeeting,yes partialnohighlighting majordecisions thatneed tobe madeat thatmeeting.

7.The Executive SOPmeetingoperates atan aggregate,family leveland rarelyfocusesyes partialnoon individualitems.

8.The numberof productfamilies isintherange of5to

15.Subfamilies areused in theyes partial noPre-SOP stepswhere appropriate.

9.Sales Marketingowns theSales Forecast.They understandand accepttheiryes partialnoresponsibility:to provideforecasts thatare reasoned,reasonable,reviewed atleastmonthly,and reducingthe totaldemand.

10.Operations ownthe Operations Plan.They understandand accepttheiryes partialnoresponsibility:to developplans thatsupport tileSales Forecast,meet thedemand/supplystrategies,and arecost-effective production.

11.Customer serviceperformance measureson-time andcomplete shipmentsareyes partialnoreviewed ateach Pre-SOP andExecutive SOPmeeting.

12.Demand/supply strategiesfor eachproduct familyarc formallyreviewed quarterlyintheyes partialnoPre-SOP andExecutive SOPmeetings witha viewtowards increasingcustomer servicetargets-reducing flnisilcdgoods inventorytargets,and reducingcustomer orderbacklogtargets.

13.The SOPprocess coversall importantparts of the businessand extendsat leastyes partial notwelvemonths into the future.yes partialno

14.The SOP spreadsheet containsall keyinformation onone page:past performancetoplan,customer servicestatistics,and futureforecasts andoperations plans.yes partialnoI

5.In additionto quantitativeinfomlatioru the SOPspreadsheetalso showsqualitative.Verbal informationintheform ofassumptions antiissues thatneed tobe recognized.yes partialno

16.To identifyplant overload/underload problems,separate capacitydisplays areusedwhere thereis nota one-for-one matchbetween productfamilies andproduction.yes partialno

17.New productdevelopment issuesthat mayimpact thedemand/supply relationshiparea permanentagenda itemfor boththePre-SOP andExecutive SOPmeetings.

18.The MasterProduction Schedule is compared,atleastmonthly,with theOperationsyes partialnoPlan inSOP toensure thatthe MasterScheduleisset atthe levelsauthorized intheExecutive SOPmeeting.I

9.Sales Operations Planningisa decision-making process-The Pre-SOP Teamdecidesyes partialnowhat recommendationsto maketotheexecutive group,and the ExecutiveSOPTeamdecides toaccept thoserecommendations oradopt analternative.

20.Members of the FinanceAccounting functionplay animportant rolein boththe Pm-yes partialnoSOP phasesand inthe ExecutiveSOPmeetingitself toensure thatthe planshavefinancial validity.yes partialno

21.In theExecutiveSOPmeeting,dollarized versionsof theSalesOperationsPlanarecompared withthe BusinessPlan annualbudget,operating plan.As appropriate,theBusiness Planis updatedto reflectthe newrealities identifiedin SOE.yespartialno

22.In thespirit ofcontinuous improvement,a briefcritique oftheExecutiveSOP meetingisheld beforethe endof eachmeeting.Feedback issolicited fromall participants.

23.Minutes oftheSOPmeeting detailingall decisionsmade arcdistributed withintwoyes partialnowork daysafter themeeting.

24.The SalesOperationsPlanningprocess hasbecome theframework foryespartial nodecision-making regardingall majordemand/supply issues.

25.Improvement hasbeen achievedin atleast fourofthefollowing sixperformance areas:yespartialnohigher customerservice,lower customerorder backlogs,shorter customerlead times,higher turnoverofthefinished goodsinventory,reduced unplannedovertime,lower hiringandlayoff cost.SCORING:YES=1PARTICAL=1/2NO=0_____________________________________________+=#YES#PARTCIAL TOTALSCORE23-25:Excellent20-22:Good17-19:Fair Lessthan:Poor。