CPIM Review Program. Course Objectives Module 1. Course Outline

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1 CPIM Review Program APICS ( offers their CPIM Certified In Production and Inventory Management program to supply chain professionals. Since 1974, more than 60,000 SCM professionals have received this designation and is recognized worldwide as the measurement criterion for professional competence in manufacturing and control. In the CPIM program, participants learn to improve all functional areas of the enterprise. Employees build their skills and knowledge in materials management, while companies build leadership and increase profitability. The primary purpose of this certificate program is to prepare you to sit and pass the five CPIM exams which are divided into five modules as detailed below: (1) Basics In Supply Chain Management (BSCM) (2) Master Planning Of Resources (MPR) (3) Detailed Scheduling And Planning (DSP) (4) Execution And Control Of Operations (ECO) (5) Strategic Management Of Resources (SMR) CPIM also teaches employees critical skills in design, operations, and control systems. These learned skills include: A. Accurate forecasting for streamlined operations B. Enhanced supply chain management C. Just-In-Time delivery of products and services D. Getting maximum performance from systems and technologies. This program will incorporate key educational points (CPIM Alerts), case studies, simulated exam questions with both question and answer methodologies and comprehensive reviews to prepare you to sit and pass the exams. At the end of each module, you will be presented with a comprehensive, simulated exam to gauge your preparedness for the actual exam. Course Objectives Module 1 Basics of Supply Chain Management Explore the basic concepts of managing the flow of materials in a supply chain. In the Basics you get a complete overview of material flow, from internal and external suppliers, to and from your organization. Topics include: Elements of the Supply Chain Just-in-Time (JIT) Total Quality Management (TQM) Manufacturing Resources Planning (MRP II) Demand Planning Capacity Management Course Outline I. Introduction to BSCM a. Overview of 4 Diagnostic Areas b. Businesswide Concepts c. Demand Planning d. Transformation of Demand into Supply e. Supply Factors

2 II. Learning Block 1 Introduction to SCM Supply Chain Management a. Introduction to BSCM b. Supply Chain elements c. Organizational dynamics d. Operating Environments III. Learning Block 2 Best In Class (BIC) Enterprise a. Key financial elements b. MRPII/ERP/ERPII c. Total Quality Management (TQM) IV. Learning Block 3 What is Lean/Just In Time (JIT) a. Lean/JIT Objectives b. Principles/characteristics c. Incorporating suppliers d. Links w/ MRP & TQM V. Diagnostic 1 - Review VI. Learning Block 4 Understanding Demand a. Influencing factors b. Demand Patterns c. Demand Characteristics d. Collecting data VII. Learning Block 5 How to Forecast a. Forecasting principles b. Qualitative techniques c. Quantitative techniques d. Understanding Error VIII. Learning Block 6 Good Customer Service a. Sales cycle b. Order winners c. Customer relationships IX. Diagnostic 2 - Review X. Learning Block 7 Elements of Master Planning a. Production Plan b. Resources Plan c. Master Production Schedule d. Rough Cut Capacity Plan e. Available to Promise (ATP) XI. Learning Block 8 Applying MRP a. Types of demand b. MRP process c. Bills of Material d. Exploding and Offsetting XII. Learning Block 9 What is Capacity Management? a. Objectives b. Available vs. Required c. Production Activity Control d. Work Orders e. Input/Output reports XIII. Diagnostic 3 - Review

3 XIV. XV. XVI. XVII. XVIII. Learning Block 10 Good Inventory Management a. Inventory Objectives b. Inventory Classifications c. Inventory Functions d. Key costs e. ABC analysis Learning Block 11 Understanding the Purchasing Function a. Purchasing Objectives b. Documentation c. Establishing specifications d. Supplier management e. Contracts Learning Block 12 Physical Distribution a. Key Activities b. Warehousing c. Packaging d. Transportation e. DRP systems Diagnostic 4 - Review BSCM Simulated Exam Course Objectives Module 2 Master Planning of Resources Explore processes used to develop sales and operations plans and learn to identify and assess internal and external demand and forecasting requirements. The course focuses on the importance of producing achievable master schedules that are consistent with business policies, objectives, and resource constraints. Topics include Demand Management Sales and Operations Planning Master Scheduling Measuring the Business Plan Course Outline I. Introduction to MPR a. Overview of 4 Diagnostic Areas b. Demand Management c. Sales & Operations Planning d. Master Scheduling e. Distribution Planning f. MPR Model g. Business Processes II. Learning Block 1 Understanding the Business Model a. The three key factors b. The Business Plan c. Setting goals d. Internal delivery strategies III. Learning Block 2 Understanding Qualitative Forecasting a. Purpose of forecasting b. Designing the forecast c. Internal/external factors d. Forecasting techniques

4 IV. Learning Block 3 Understanding Quantitative Forecasting a. Characteristics of demand b. Forecasting techniques c. Leading Indicators d. Focus Forecasting e. Data issues f. Outliers g. Forecast horizon V. Learning Block 4 Demand Management Applications a. Tracking the forecast b. Standard Deviation c. Tracking Signal d. Improving accuracy e. Sources of demand VI. Learning Block 5 Understanding Customer Service a. Customer Service defined b. Customer Service elements c. Customer Relationship Management (CRM) d. Internal Delivery Strategies e. Quick Response f. Capable/Available To Promise VII. Diagnostic 1 - Review c. SETs Simulated Exam Technique VIII. Learning Block 6 Applying the S&OP Process a. Product Volume/Mix b. The five step process c. Establishing policy d. Inputs and outputs e. Plan development exercises f. Production strategies IX. Learning Block 7 The Resource Planning Side a. The six step process b. The Bill of Resources c. Resource planning exercise d. Planned resource changes X. Diagnostic 2 - Review XI. Learning Block 8 Understanding the MPS Process a. The five step process b. Inputs and outputs c. Time Fences d. MPS grid e. ATP f. BOM structure g. Record accuracy XII. Learning Block 9 Managing the MPS Process a. Supply orders b. MRPII/ERP/ERPII c. Time Zones/Fences d. Mixed-Model Production e. Rough Cut Capacity Planning (RCCP) f. Multi-Level Scheduling g. Master Scheduling responsibilities XIII. Learning Block 10 Performance Measurement a. Proactive vs. reactive measurements b. Customer Service measurements c. Forecast performance measurements

5 XIV. XV. XVI. XVII. XVIII. d. S&OP/MPS measurements e. Master Scheduling goals Diagnostic 3 - Review Learning Block 11 Planning for Distribution a. Distribution Objectives b. Supply channels c. Forecasting d. Site location e. Planning systems Learning Block 12 Understanding Transportation Management a. Key Statistics b. Modes/Characteristics c. Costing & pricing d. Domestic/international terms of sale Diagnostic 4 - Review MPR Simulated Exam Course Objectives Module 3 Detailed Scheduling and Planning Focus on the various techniques for material and capacity scheduling. The course includes detailed descriptions of material requirements planning (MRP), capacity requirements planning (CRP), inventory management practices, and procurement and supplier planning. Topics include Recognizing Techniques and Practices of Inventory Management Mechanics of the Detailed Material Planning Process Planning Operations to Support the Priority Plan Planning Procurement and External Sources of Supply. Course Outline I. Introduction to DSP a. Overview of 4 Diagnostic Areas b. Inventory Management c. Material Requirements Planning d. Planning Operations (Capacity) e. Planning Procurement f. Overview of DSP g. Summary of DSP II. Learning Block 1 The Relationship Between Inventory & Order Management a. What is inventory? b. How do we review it? c. How much do we order? III. Learning Block 2 The Relationship Between Inventory & Customer Service a. What is Safety Stock? b. How does Safety Stock related to Customer Service? c. How do we account for inventory? IV. Learning Block 3 MRP Inputs & Outputs a. MRP Inputs MPS, BOM, planning data, inventory data b. MRP Outputs planning production releases, planned purchase releases, action messages

6 V. Learning Block 4 The Material Requirements Planning Process a. Operational/performance characteristics b. Understanding mechanics c. Working through the grid VI. Diagnostic 1&2 - Review c. SETs Simulated Exam Technique VII. Learning Block 5 Capacity Planning Elements a. Capacity & load b. Goals & objectives c. Manufacturing environments d. Data requirements e. Calculating capacity VIII. Learning Block 6 Load Profiles a. Sources of load b. Understanding queues c. Scheduling strategies d. Finite vs. Infinite Loading IX. Learning Block 7 Understanding CRP-Capacity Requirements Planning a. What is CRP? b. What is a Load Profile? c. How to analyze load reports d. How to balance load and capacity e. Key CRP objectives X. Learning Block 8 An Exercise in Capacity Planning a. Study to load reports b. Determine Rated Capacity c. Perform Backward Scheduling d. Calculate load stackups XI. Diagnostic 3 - Review XII. Learning Block 9 Implementing Strategic Procurement a. Understanding customer/supplier relationships b. Strategic sourcing c. Early Purchasing Involvement (EPI)/Early Supplier Involvement (ESI) d. Make vs. buy programs e. Global purchasing XIII. Learning Block 10 Executing Tactical Procurement a. Contract/purchase order administration b. Delivery approaches c. Supplier payments d. Supplier performance e. Ethics XIV. Diagnostic 4 - Review XV. Diagnostic 4 - Review XVI. DSP Simulated Exam

7 Course Objectives Module 4 Execution and Control of Operations Focus on the areas of prioritizing and sequencing work, executing work plans and implementing controls, reporting activity results, and providing feedback on performance. The course explains techniques for scheduling and controlling production processes, the execution of quality initiatives and continuous improvement plans, and the control and handling of inventories. Topics include Prioritizing and Sequencing Work Executing Plans and Implementing Controls Authorizing and Reporting Activities for Push and Pull Systems Evaluating Performance and Providing Feedback. Course Outline I. Introduction to ECO a. Overview of 4 Diagnostic Areas b. Execution of Operations c. Control of Operations d. Management of Operations e. Design Tradeoffs II. Learning Block 1 Understanding the Mfg. Planning & Control System (MPCS) a. MPCS - definition b. MPCS - process III. Learning Block 2 Determining Required Interfaces a. What are interfaces? b. Interfacing Business Plan c. Interfacing S&OP d. Interfacing MPS e. Interfacing MRP/CRP f. Interfacing PAC IV. Learning Block 3 Understanding The Production Environment a. What are production environments? b. Comparing assembly lines to job shops c. Layout design elements d. The four types of layouts e. Objectives of good layouts V. Learning Block 4 Approaches & Inputs to Good Scheduling a. What is a schedule? b. Understanding the internal delivery approaches/strategies c. Inputs to good scheduling VI. Learning Block 5 Guidelines & Types of Good Scheduling a. Guidelines of good scheduling b. Types of schedules c. Understanding Operations Scheduling d. Scheduling projects VII. Diagnostic 1 - Review c. SETs Simulated Exam Technique VIII. Learning Block 6 Understanding Traditional Push Systems a. Understanding the push approach b. How ECO & push interrelate c. Reporting activities with push d. Collecting data in a push system IX. Learning Block 7 Understanding 21 st Century Pull Systems a. Understanding the Pull Method b. Pull and Kanban c. Documentation

8 d. Executing e. Reporting X. Learning Block 8 Communication & Controlling Resources a. Communication issues b. Managing production resources c. Storage, location & transportation issues XI. Learning Block 9 Quality & Continuous Improvement Concepts a. Executing Quality Initiatives b. Understanding TQM Total Quality Management c. Utilizing quality improvement tools d. Utilizing continuous improvement tools e. Developing quality people XII. Diagnostic 2 - Review XIII. Learning Block 10 Evaluating Process Improvement a. Process improvement through one-less-at-a-time b. Reducing setup time c. Reducing lot size d. Streamlining inventory reporting e. Understanding and evaluating variation XIV. Learning Block 11 Process Improvement The Next Step a. Evaluating Statistical Process Control - SPC b. Evaluating Inspection c. Auditing internal/external suppliers d. Rating & certifying suppliers XV. Learning Block 12 Measuring Your Performance a. Measuring data & data integrity b. Measuring inventory accuracy c. Measuring performance d. Understanding & calculating key costs XVI. Diagnostic 3 - Review XVII. Learning Block 13 Key Principles of Design Tradeoffs a. Local design principles b. Network design principles c. Global design principles d. Achieving compromise XVIII. Diagnostic 4 - Review XIX. ECO Simulated Exam Course Objectives Module 5 Strategic Management of Resources Explore the relationship of existing and emerging processes and technologies to manufacturing strategy and supply chain-related functions. The course addresses three main topics: aligning resources with the strategic plan, configuring and integrating operating processes to support the strategic plan, and implementing change. Topics include Competitive Market Issues Choices Affecting Facilities, Supply Chain, Information Technology, and Organizational Design Configuring and Integrating Internal Processes Evaluating and Managing Projects.

9 Course Outline I. Introduction to SMR a. Overview of 3 Diagnostic Areas b. Understanding Business Environment c. Developing Operations Strategy d. Implementing Operations Strategy II. Learning Block 1 Why Alignment is Important a. Purpose of Strategic Plan b. Establishing competitive advantage c. Quality as a competitive advantage d. Lean/JIT as a competitive advantage III. Learning Block 2 Understanding Operations Structure a. Purpose of Operations Strategy b. Organizational design factors c. Facility decisions IV. Learning Block 3 Understanding Operations Infrastructure a. Workforce/staffing considerations b. Quality systems c. IT systems d. Lean/JIT organization V. Diagnostic 1 - Review VI. Learning Block 4 Integrating Operations Processes a. Integrating operations control b. Integrating MPR c. Integrating DSP d. Integrating ECO VII. Learning Block 5 Applying Supply Chain Management (SCM) a. Definition of SCM b. Understanding Total Cost of Ownership (TCO) c. Customer/Supplier Relationships d. SCM & Logistics e. SCM & Customer Service VIII. Learning Block 6 Understanding Design & Cost Elements a. Traditional design b. BIC Design c. More on VoC/QFD d. Cost management e. Asset valuation IX. Diagnostic 2 - Review X. Learning Block 7 Utilizing Project Management a. Project characteristics/benefits b. Project Life Cycle Planning Phase c. Project Life Cycle Implementation Phase d. Project Life Cycle Close-Out Phase e. The project team XI. Learning Block 8 Incorporating Measurements a. Key concepts and principles b. Financial measurements c. Performance measurements d. Strategic capabilities

10 XII. XIII. XIV. Learning Block 9 Effective Change Management a. Importance of change b. Phases of change c. Organizational change d. Leading change initiatives Diagnostic 3 - Review SMR Simulated Exam

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