Planning Certificate - APICS



20 hours


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Planning Certificate - APICS

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Synchronization is the key for fast and accurate production and delivery. By engaging all parts of the business, professionals can align planning processes and enable their supply chain organizations to experience significantly fewer disruptions.
ASCM’s Supply Chain Planning Certificate program introduces these essential planning fundamentals and clearly explains how to integrate all planning functions within a company.

The self-paced, online program includes 20 hours of education and a comprehensive final exam. After passing the exam, learners will receive a certificate and digital badge.
On demand, Advance can also plan Office Hours (duration 1,5 hours, usually every 2 weeks) with a certified instructor who will provide insights, explanations and case studies discussion.

The program helps your team to develop a common language and knowledge base while exploring how to:

  • Trace the flow of planning from business plan to execution
  • Understand and manage the master production schedule
  • Understand and manage the material requirements plan
  • Help advance supply and operations planning meetings
  • Identify technologies to support synchronous planning
  • Create a channel tree design for a distribution system
  • Contribute to production activity control activities
  • Teaching plan




    1. What Is Synchronized Planning?



    Why Do Companies Plan?
    How Do Companies Plan?

    Manufacturing Planning and Control (MPC) System
    MPC Overview
    Strategic Planning
    Operations Management Planning
    Operations Execution
    Distribution Planning
    Technologies within Strategic Planning

    What Is Synchronized Planning?
    Synchronized Planning Definition
    Digital Capabilities Model (DCM)
    Why Synchronized Planning?
    Level 1 Capabilities
    Level 2 Capabilities

    Additional Digital Information Technology for Supply Chains
    Technologies within the Digital Supply Chain



    2. Strategic Planning – Business Planning


    Market and Technology Variables in Business Planning

    Current and Evolving Environments
    Industry Advances and Technological Evolution
    Digital Development


    Synchronized Business Planning Hierarchy

    Introduction to the Planning Hierarchy
    Synchronizing the Mission – Getting Everyone on the Same Page
    Synchronizing the Vision – Keeping Everyone on the Same Page
    Strategic Plans – Balanced Scorecard
    Strategic Plans – Channel Network and Scenario Planning
    Synchronizing Financial Planning and Growth Strategy
    Financial Planning – Profit and Loss Statements
    Financial Planning – Sales and General Administrative Expenses
    Business Imperatives – Synchronizing Resources with Objectives
    Functional Support – Synchronizing Recourses with Objectives
    Synchronizing Core Process with Strategic Planning Objectives


    Other Tools and Techniques to Support Synchronized Business Planning

    Hoshin Kanri - Vertical and Cross Functional Alignment of Objectives
    Portfolio Life Cycle Planning–Synchronizing Plans with Product Life Cycles
    The ASCM Sustainability Framework
    Operations Strategy – Manufacturing Environments
    Operations Strategy – Inventory Planning
    Supply Chain Strategies
    Synchronizing Strategy for Multiple Business Units (in Larger Businesses)



    3. Strategic Planning – Demand Planning and S&OP


    Demand Planning

    Misguided Assumptions
    Synchronizing with Business Planning
    Business Plan Objectives
    Marketing Investments
    Sales Management
    Historical Time - Series Data
    Digital Contract Management


    Sales and Operations Planning (S&OP)

    S&OP Overview
    Prerequisite Activities and Data Gathering
    Key Measurements
    Scheduling the Monthly S&OP Cycle and Steps
    Software and Product Line Templates
    S&OP Cycle and Final Meeting Agenda
    Roles and Responsibilities in S&OP
    Tiered S&OP
    S&OP Handoff to the Organization



    4. Tactical Planning – Master Scheduling/MRP/Capacity Management


    Master Scheduling Overview

    Objectives of Master Scheduling
    Relationship of Master Scheduling to Other Plans
    Differences in Master Scheduling based on Manufacturing Strategy/Business Environments
    Inputs to the MPS


    The Master Scheduling Process

    The MPS Grid
    Steps in the Master Scheduling Process
    Managing Change and the MPS


    Material Requirements Planning Overview

    Objectives of MRP
    Relationship of MRP to Other Plans
    Inputs to MRP
    Bills of Material
    Types of Bills of Material
    Other Uses for Bills of Material


    The MRP Process

    The MPS Grid
    Steps in the Master Scheduling Process
    Managing Change and the MPS


    Capacity Management

    Types of Capacity
    Capacity Planning Levels
    Methods of Measuring Capacity
    Capacity Required (Load)
    Scheduling Techniques
    Managing Overloads and Underloads


    Closed - Loop Planning



    5. Operations Execution – Purchasing and Production Activity Control, APS



    Purchasing versus Procurement
    Relationship with Synchronized Plans
    Purchasing Cycle
    Current Functions and Trends
    Environmentally Responsible Purchasing
    Ethical Sourcing
    Purchasing and Supply Chain Management
    Purchasing Performance Measurements


    Production Activity Control (PAC)

    PAC Objectives and Functions
    Types of Manufacturing
    Data Requirements
    Manufacturing Lead Time
    Scheduling Techniques
    Sequencing and Dispatching Orders
    Bottleneck Management
    Reporting and Performance Measurement


    Advanced Planning and Scheduling (APS)

    What Is APS?



    6. Distribution and Logistics Planning


    The Role of Distribution in Supply Chain Management

    Distribution Management in the Supply Chain
    Distribution Planning and the Business Plan


    Channel Network Design

    Importance of Good Channel Network Design
    Channel Design Tree Structures
    Insourcing or Outsourcing within the Channel Network
    Labor and Equipment


    Inventory Planning

    Balancing Supply and Demand
    Distribution Channel Dependencies
    Push or Pull?
    Order (Reorder) Point
    Basic Order–Point Model and Order–Point Trigger
    Distribution Requirements Planning
    Which to Use–Order Point or DRP?



    Function and Objectives of Warehousing
    Strategic Decision Components
    Warehouse Space and Capacity Planning
    Types of Warehousing
    Warehouse Automation and Systems



    The Transportation Function
    Transportation Strategic Planning
    Shipping Requirements
    Track and Trace


    Information Systems

    Enterprise Resources Planning
    Trace-and-Track Technology

  • Who is the course aimed at


    • Planning and Demand Management professionals
    • Master Planners and Master Production Schedulers
    • Production Schedulers
    • Recently appointed Planning, Production and Logistics Managers and staff resources.
    • Managers and staff resources from other plant functions who wants to improve their knowledge on Supply Chain Management and Manufacturing Planning & Control  process (S&OP, MPS, MRP and PAC)
    • ERP consultants
    • Operations and Supply Chain Management Consultants
  • Pricing and enrolment



    Contact us to know the price of the course: Email:

    To register, you must send the completed registration form via email to, together with the receipt of the bank transfer or a purchase order.

    The form can be downloaded from the link: Registration form