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Practical support to imporve planning performance (S&OP / IBP)

I help organisations fix planning (S&OP / IBP) where they have stalled, drifted, or lost credibility.

This is not about adding process.

It is about making planning work effectively in real operating conditions

IBP Reset

A focused diagnostic to understand what is not working in your planning process (S&OP / IBP) and define a practical path forward.

The Problem

Planning is in place - but not delivering the value the business needs.

Typical sign include:

  • Reviews focused on reporting rather than decisions

  • Plans that are not trusted

  • Leadership disengagement

  • Risks discussed but not actively managed

  • Teams working around the process

What I do

  • Review the current planning process and cadence

  • Assess how decisions are being made

  • Identify behavioural, structural, and leadership issues

  • Surface hidden risks and assumptions

  • Define a practical reset plan

What you get

  • Clear understanding of what is not working and why

  • Prioritised actions

  • Practical recommendations

  • A realistic path to stabilisation

Format

 

Delivered over 2-3 weeks through focused working sessions, designed to ft around existing planning cycles and leadership availability.

 

This is not a full time enegagement

IBP Stabilisation

Hands on support to make planning process (S&OP / IBP) work effectively under real operating conditions

The Problem

Planning exists - but is not consistently driving decisions, alignment, or execution.

Typical signs include:

  • Meetings happening without meaningful decisions

  • Teams reverting to firefighting

  • Demand, supply, and finance not aligned

  • Leadership bypassing the process

  • Escalation happening too late.

What I do

  • Re-establish cadence and discipline

  • Refocus planning forums on decision-making

  • Improve visibility opr risks and assumtpions

  • Align leadership expectations and behaviours

  • Support teams through live planning cycles

What you get

  • A more effective planning process

  • Better cross-functional alignment

  • Improved decision-making

  • Reduced operational noise

  • Greater confidence in the plan

Format

 

Typically deliver over 6-12 weeks depending on the level of support required.

Can be delivered through advisory support, embedded delivery, or interim leadershi

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IBP Stabilisation
IBP Advisory
IBP Reset
IBP Advisory

IBP Advisory & Coaching

Ongoing support to help leaders and teams sustain planning effectiveness over time

The Problem

Even strong planning process lose discipline over time.

Leadership attention moves elsewhere.

Behaviours drift

Planning forums lose effectiveness

What I do

  • Support planning leaders and sponsors

  • Provide challenge and independent perspective

  • Help teams navigate trade-offs and decisions

  • Reinforce discipline and accoutability

  • Support continous improvement

What you get

  • Sustained planning performance

  • Stronger leadership alignment

  • Better quality conversations and decisions

  • Ongoing support from someone experienced in both S&OP and IBP environments

Format

 

Monthly advisory or coaching support

© 2026 by Carter MacKenzie. 

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