Sales & Operations Planning (S&OP / IBP)

Sales & Operations Planning (S&OP) — maturing into Integrated Business Planning (IBP) — is the monthly cross-functional process that balances demand and supply against the financial plan. This template designs the cycle: a repeatable monthly sequence (product, demand, supply, reconciliation, executive review), a maturity assessment against the Gartner five-stage model, and the move from tactical S&OP toward IBP that aligns sales, marketing, operations, and finance over a longer horizon.