Basics of Supply Chain Management

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1 The Champlain Valley APICS Chapter is a premier prfessinal assciatin fr supply chain and peratins management and wrking tgether with the APICS rganizatin the leading prvider f research, educatin and certificatin prgrams that elevate supply chain excellence, innvatin and resilience. APICS Certified in Prductin and Inventry Management (CPIM), sets the industry standard. With ver 43,000 members and mre than 300 internatinal partners, APICS is transfrming the way peple d business, drive grwth and reach glbal custmers. The Champlain Valley APICS Chapter has been awarded the Gld Recgnitin Level fr 2015 demnstrating a cmmitment t furthering educatinal develpment, prviding educatinal pprtunities and placing the student first. Our educatin department is headed by Certified CPIM Master Instructr Curt J. Gnsalves wh serves n the Bard f Directrs as the VP f Educatin and functins as ne f ur instructrs. The fllwing in an verview f the five classes that are ffered by the Champlain Valley APICS Chapter fr thse participants wh are pursuing a CPIM certificatin. The internatinally recgnized CPIM (Certificatin in Prductin and Inventry Management) requires that 5 credential exams are cmpleted and passed befre the certificatin can be presented. Listed belw is an verview f thse 5 classes. The classes are ffered privately r publically as the needs present themselves. Class fferings are listed n the Champlain Valley APICS website and inquiries can be made fr special arrangements by cntacting Champlain Valley Apics and/r Curt J. Gnsalves Index Basics f Supply Chain Management page 2 Master Planning f Resurces page 5 Detailed scheduling and Planning page 8 Executin and Cntrl f Operatins page 11 Strategic Management f Resurces page 13 P a g e 1 15

2 Basics f Supply Chain Management This curse is ne f five (5) that cmprise the review fr the internatinally recgnized CPIM (Certificatin in Prductin and Inventry Management) credential exams. It can be taken t review fr the exam individually, r we can custm this r ther related tpics fr delivery at yur cmpany's lcatin. The curse reviews strategies, prcesses and terminlgy in Basics f Supply Chain Management. In challenging times such as these, the skills and cmpetencies cvered in the curse will help manage their critical "every day" respnsibilities. Basics f Supply Chain Management is a 30-hur curse. It cnsists f ten, 3-hur mdules (described belw). The prgram will be delivered at a pace f ne mdule per week t maximize learning reinfrcement and prvide time fr readings, applicatin and small grup assignments. WHO SHOULD ATTEND? This curse is recmmended fr peratins staff seeking CPIM, r thse wanting additinal skill develpment. Jb titles include: Planner, Planner-Buyer, Senir Planner, Senir Planner-Buyer, Master Scheduler, Manufacturing Manager, Materials Manager, Supply Chain Manager, Planning Manager, Operatins Manager, Plant Manager, Warehuse/Lgistics Manager, Inventry Manager. PROGRAM OUTLINE Week 1 Intrductin f Supply Chain Management Participants will learn abut Supply Chain Management Plicies Intr t Manufacturing Prductin Envirnment Manufacturing Supply Chain Manufacturing Planning and Cntrl Frm MRP t ERP Week 2 Demand Management Participants will learn abut demand management techniques and hw t manage it. Demand Management Prcesses Demand Characteristics Frecasting/Techniques Week 3 Master Planning Participants will learn abut the Master Planning Prcess and interactins Master Planning Sales & Operatins Prductin Planning The Master Prductin Schedule Master Scheduling and Sales Week 4 Material Requirements Planning Participants will learn abut the basics f MRP. P a g e 2 15

3 Materials Planning Envirnment Bills f Material MRP Planning Lgic Week 5 Capacity Management and Prductin Activity Cntrl Participants will learn the imprtance f Capacity Management and Prductin Activity Cntrl. Capacity Management Capacity Requirements Planning Prductin Activity Cntrl Scheduling Implementatin Week 6 Inventry Management Participants will learn the basics f inventry management Intr t Inventry Inventry Management Inventry Csts Ordering Csts Stck ut Csts Capacity Related Csts Week 7 Item Inventry Management Participants will learn abut rdering, systems and ABC methds. Order Quantities Independent Demand Ordering Systems ABC Inventry Cntrl Auditing Inventry Recrds Week 8 - Purchasing and Physical Distributin Participants will learn abut factrs invlved in purchasing and physical distributin. Purchasing Purchasing Activities and Participants Physical Distributin Distributin Inventry Transprtatin Warehusing Week 9 - Lean/JIT and Quality Systems Participants will learn abut Lean/JIT and Quality Systems. Prductivity and Quality Systems Fcus n the System Lean/Just In Time Quality Management Systems Week 10 - Thery f Cnstraints P a g e 3 15

4 Participants will learn abut the Thery f Cnstraints. Basic Principles Types f Cnstraints Prblem Slving Tls General Applicatins PROGRAM BENEFITS Understanding Manufacturing Planning and Cntrl Discussin n reslving Sales and Operatinal Planning cnflicts Understanding n hw t manage demand Frecasting Master Planning Master Prductin Schedule Capacity Requirements Planning Material Requirements Planning Objectives and Functins Understanding Bills f Material Integratin f Lean with MRP Majr Influences n Capacity Requirements Planning Establishing Supplier Relatinships and Partnerships Inventry Management Principles Quality Management Systems Thery f Cnstrains P a g e 4 15

5 Master Planning f Resurces This curse is ne f five (5) that cmprise the review fr the internatinally recgnized CPIM (Certificatin in Prductin and Inventry Management) credential exams. It can be taken t review fr the exam individually, r we can custm this r ther related tpics fr delivery at yur cmpany's lcatin. The curse reviews strategies, prcesses and terminlgy in Master Planning f Resurces. In challenging times such as these, the skills and cmpetencies cvered in the curse will help manage their critical "every day" respnsibilities. Master Planning f Resurces is a 24-hur curse. It cnsists f eight, 3-hur mdules (described belw). The prgram will be delivered at a pace f ne mdule per week t maximize learning reinfrcement and prvide time fr readings, applicatin and small grup assignments. WHO SHOULD ATTEND? This curse is recmmended fr peratins staff seeking CPIM, r thse wanting additinal skill develpment. Jb titles include: Planner, Planner-Buyer, Senir Planner, Senir Planner-Buyer, Master Scheduler, Manufacturing Manager, Materials Manager, Supply Chain Manager, Planning Manager, Operatins Manager, Plant Manager, Warehuse/Lgistics Manager, Inventry Manager. PROGRAM OUTLINE Week 1 Business Planning Prcess Participants will learn abut Business Planning Prcess Demand Management Sales and Operatin Planning Master Planning Planning Prcess The Business Plan Week 2 Frecasting Demand Participants will learn abut frecasting. What is a frecast? Types f Demand and Frces that Influence it Seasnality Data Surces Fcus Frecasting Planning Hrizns and Time Perids Week 3 Demand Management and Custmer Service Participants will learn abut infrmatin demand management and custmer service Replacing Frecast with Knwledge Custmer Relatinship Management Supply Chain Order Management Demand Management Activities P a g e 5 15

6 Week 4 Distributin Planning Participants will learn abut the basics f distributin planning. DRP Planning and Objectives Distributin Site Selectin Distributin Planning Systems Lean/JIT Cnsideratins fr Distributins Week 5 Sales and Operatin Planning Prcess Participants will learn abut the Sales and Operatin Planning Prcess Mnthly Sales and Operatin Planning Prcess Benefits and Cnsideratins f Sales and Operatins Planning Prductin Methds Make t Stck and Make t Order Sales Plan Prductin Plan Inventry Plan What is a Resurce? Week 6 The Master Scheduling Prcess Participants will learn the basics f the Master Scheduling Prcess Sales and Operatin Planning and the Master Schedule Inputs t the Master Schedule Master Scheduling Grid Relating the Master Scheduling Prcess t the Business Envirnment Cmmn Parts f Bill f Material Accuracy f Recrds Master Scheduler Respnsibilities Week 7 Managing the Master Scheduling Prcess Participants will learn what is invlved in managing the Master Scheduling Prcess. Data Surces f Master Scheduling Engineering Changes Managing Change Trade Offs in Master Schedule Revised Master Schedule and Rugh Cut Capacity Planning Week 8 - Measuring Perfrmance and Validating the Plan Participants will learn abut measuring perfrmance and validating the plan. Measuring the Business Custmer Service Custmer Service Measurements Master Scheduling Perfrmance Measurements Master Scheduling Management Issues P a g e 6 15

7 PROGRAM BENEFITS Understanding the Sales and Operatin Prcess Discussin n reslving Sales and Operatinal Planning cnflicts Understanding the Master Scheduling Prcess Benefits f Sales and Operatin Planning and Master Scheduling Make t Stck vs. Make t Order Inputs and Outputs f Master Scheduling Understanding the Business Plan Understanding hw t manage demand Rugh Cut Capacity Planning Making the Master Plan Realistic P a g e 7 15

8 Detailed Scheduling and Planning This curse is ne f five (5) that cmprise the review fr the internatinally recgnized CPIM (Certificatin in Prductin and Inventry Management) credential exams. It can be taken t review fr the exam individually, r we can custm this r ther related tpics fr delivery at yur cmpany's lcatin. The curse reviews strategies, prcesses and terminlgy in Detailed Scheduling and Planning. In challenging times such as these, the skills and cmpetencies cvered in the curse will help manage their critical "every day" respnsibilities. Detailed Scheduling and Planning is a 27-hur curse. It cnsists f nine 3-hur mdules (described belw). The prgram will be delivered at a pace f ne mdule per week t maximize learning reinfrcement and prvide time fr readings, applicatin and small grup assignments. WHO SHOULD ATTEND? This curse is recmmended fr peratins staff seeking CPIM, r thse wanting additinal skill develpment. Jb titles include: Planner, Planner-Buyer, Senir Planner, Senir Planner-Buyer, Master Scheduler, Manufacturing Manager, Materials Manager, Supply Chain Manager, Planning Manager, Operatins Manager, Plant Manager, Warehuse/Lgistics Manager, Inventry Manager. PROGRAM OUTLINE Week 1 - Inventry Plicies Participants will learn abut Inventry Plicies Types f Inventry Reslving Sales and Operatinal Cnflicts Inventry Perfrmance Metrics Lt Sizing and Safety Stck Week 2 - Inventry Planning Participants will learn abut inventry planning and the impact f Lean Prductin Cncepts. Types f Demand Manufacturing Planning and Cntrl Lean Prductin Tls Inventry Accuracy Week 3 - Infrmatin Used in the Material Planning Prcess Participants will learn abut infrmatin used in the Material Planning Prcess Inventry Data Master Prductin Schedule Material Planning in Different Prductin Envirnments Perfrmance Characteristics Week 4 - MRP Mechanics: The Basics Participants will learn abut the basics f MRP. P a g e 8 15

9 MRP Objectives and Functins Bills f Material Grss and Net Requirements and Planned Orders Week 5 - Using MRP Outputs and Managing Prjects Participants will learn the imprtance f Maintaining the Material Plan and Prject Management. Maintaining Order Pririties What If Analysis and Simulatin Integratin f Lean with MRP Prject Management Week 6 - Detailed Capacity Planning Participants will learn the basics f detailed capacity planning Majr Influences n Detailed Capacity Planning Flexibility f Capacity and Scheduling Planning Material r Capacity First Capacity-Related Terminlgy and Cncepts Surces f Lad Week 7 - Detailed Capacity Management Participants will learn abut detailed capacity management and differing industry types. Capacity Management in Prcess Industries Capacity Management in Repetitive Industries Capacity Management in Service Industries Perfrmance Measures Week 8 - Establishing Supplier Relatinships Participants will learn abut factrs determining supply relatinships. Make r Buy Decisins Purchasing Strategy Strategic Surcing Tactical Buying Cllabrative Relatinships Sle, Single r Multiple Surcing Managed Inventries Week 9 - Supplier Partnerships and Review Participants will learn abut Prduct and Prcess Develpments, Purchasing and Acceleratin f the Supply Chain Time t Market Supplier Invlvement Types f Cntracts Ttal Cst f Ownership Supplier Relatinship Management P a g e 9 15

10 Supplier Rating PROGRAM BENEFITS Understanding Inventry Plicies and Metrics Discussin n reslving Sales and Operatinal Planning cnflicts Manufacturing Planning and Cntrl Impact f Lean Prductin Cncepts Accuracy, Handling and Strage f Inventry Infrmatin Used in the Material Planning Prcess Material Planning in Different Prductin Envirnments Perfrmance Characteristics Material Requirements Planning Objectives and Functins Understanding Bills f Material Integratin f Lean with MRP Majr Influences n Capacity Requirements Planning Establishing Supplier Relatinships and Partnerships P a g e 10 15

11 Executin and Cntrl f Operatins This curse is ne f five (5) that cmprise the review fr the internatinally recgnized CPIM (Certificatin in Prductin and Inventry Management) credential exams. It can be taken t review fr the exam individually, r we can custm this r ther related tpics fr delivery at yur cmpany's lcatin. The curse reviews strategies, prcesses and terminlgy in Executin and Cntrl f Operatins. In challenging times such as these, the skills and cmpetencies cvered in the curse will help manage their critical "every day" respnsibilities. Executin and Cntrl f Operatins is a 24-hur curse. It cnsists f eight 3-hur mdules (described belw). The prgram will be delivered at a pace f ne mdule per week t maximize learning reinfrcement and prvide time fr readings, applicatin and small grup assignments. WHO SHOULD ATTEND? This curse is recmmended fr peratins staff seeking CPIM, r thse wanting additinal skill develpment. Jb titles include: Planner, Planner-Buyer, Senir Planner, Senir Planner-Buyer, Master Scheduler, Manufacturing Manager, Materials Manager, Supply Chain Manager, Planning Manager, Operatins Manager, Plant Manager, Warehuse/Lgistics Manager, Inventry Manager. PROGRAM OUTLINE Week 1 - Executin f Operatins Participants will learn abut Executin and Operatins Manufacturing Planning Defining Executin and Cntrl Systems Inventry Perfrmance Metrics Lt Sizing and Safety Stck Week 2 - Scheduling and Authrizatin Participants will learn abut Scheduling. MRP Based Scheduling Thery f Cnstraints Scheduling Lean/JIT Scheduling Week 3 - Cntrl f Prductin Participants will learn abut Cntrlling Prductin. Scpe and Principles f Operatins Cntrl Prductin Activity Cntrl: MRP-Based Prductin Activity Cntrl: Lean/JIT Based Inventry Management Issues Week 4 - Cntrl f Csts and Quality Participants will learn abut the Cntrl f Csts and Quality. Cst Cntrl P a g e 11 15

12 Cst f Quality Week 5 - Management and Cmmunicatin Participants will learn the imprtance f Management and Cmmunicatin. Appraches t Management Wrker Develpment Types f Participatin/Invlvement Week 6 - Quality and Cntinuus Imprvement Participants will learn abut Quality and Cntinuus Imprvement. Seven Basic Quality Tls PDCA Cycle A3 Prblem Slving Week 7 - Design Tradeffs Participants will learn abut Design Tradeffs. Design Principles Design Techniques Week 8 - Case Studies and Review Activities Participants will review case studies and review. Case Studies Review Activity PROGRAM BENEFITS Understanding Executin f Operatins Discussin n Manufacturing Planning Defining Executin and Cntrl Systems (Prcess/Layut/Batch vs Flw/Pull/Lean) Review Types f Scheduling Discussin n Prductin Activity Cntrl (MRP and Lean) Inventry Management Issues Discussin abut Management and Wrker Develpment Quality and Cntinuus Imprvement Design Tradeffs P a g e 12 15

13 Strategic Management f Resurces This curse is ne f five (5) that cmprise the review fr the internatinally recgnized CPIM (Certificatin in Prductin and Inventry Management) credential exams. This can be taken t review fr the curse exam either individually, r we can custm this r ther related tpics fr delivery at yur cmpany's lcatin. This curse prvides infrmatin n hw t Strategic Management f Resurces can make a psitive difference t cmpanies. Imprtant resurces must be managed t execute the peratinal strategy and bjectives and achieve success. Strategic Management f Resurces is a 24-hur curse. It cnsists f eight 3-hur mdules (described belw). The prgram will be delivered at a pace f ne chapter per week t maximize learning reinfrcement and prvide time fr readings, applicatin and small grup assignments. WHO SHOULD ATTEND? This curse if recmmended fr Operatins staff r thse wanting additinal infrmatin. Sme jb titles are: Planner, Planner-Buyer, Senir Planner, Senir Planner-Buyer, Master Scheduler, Manufacturing Manager, Materials Manager, Supply Chain Manager, Planning Manager, Operatins Manager, Warehuse/Lgistics Manager, Inventry Manager. PROGRAM OUTLINE Week 1 Develping the Business Strategy Participants will learn the imprtance f the business strategy and frces that can affect it. External Envirnment: Seven Key Issues Cmpetitive Frce Analysis Market psitining Access the current strategy Determine strengths, weaknesses, pprtunities and threats Manage strategic issues Types f Strategies Week 2 Glbal Envirnment and Sustainability Participants will learn abut the market lifecycle and sustainability Frmative strategy issues Strategic Optins fr Market Entry Techniques fr gaining cmpetitive advantage Principles f Sustainability Week 3 Operatins Strategy Participants will learn abut peratins strategy, bjectives and perfrmance measurement Operatins Strategy and Objectives Design Prcess Objectives Structure Chices Perfrmance Measurement Systems P a g e 13 15

14 Week 4 Operatins Strategy Chices and Financial Measurement Participants will learn the rle f perfrmance bjectives, material planning and scheduling and financial measurement Business Strategy Capacity and Organizatinal Structure Issues Cash Flw Statements Financial Statement Analysis Week 5 Aligning Operatins with Supply Chain Partners Participants will learn abut supply chain management, capacity planning, and managing supply chain relatinships Purpse f Supply Chain Relatinships Supply Netwrks Lng Term Partnerships Vertical Integratin Week 6 Infrastructure Systems Participants will learn abut management, ttal apprach t quality, ERP systems and facilities Management Measurement prcesses Ttal apprach t quality Quality Measures ERP systems Facilities Week 7 Change Management Participants will learn abut the change prcesses, rle f leadership and management, risk assessment/mitigatin and prject management fr change Reasns fr implementing change Strategies fr change Hw t lead change Assess ptential failures and preventing them What is a prject Week 8-Case Studies and Review PROGRAM BENEFITS Understand what a business strategy is and hw it is imprtant. Discuss Industries Dminant Ecnmic Features Determine the Enterprises Key Success Factrs Access the Current Strategy fr Strengths, Weaknesses, Opprtunities and Threats Discuss the principles f sustainability Develping an Operatinal Strategy and Objectives Perfrmance Measurement Systems Operatins Strategy Chices and Financial Measurements P a g e 14 15

15 Supply Chain Management Managing Supply Chain Relatinships Outsurcing ERP Systems Change Management P a g e 15 15

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