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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.

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This is not about adding process.

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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

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

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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

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What I do

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  • 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

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What you get

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  • Clear understanding of what is not working and why

  • Prioritised actions

  • Practical recommendations

  • A realistic path to stabilisation

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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

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

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Typical signs include:

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  • Meetings happening without meaningful decisions

  • Teams reverting to firefighting

  • Demand, supply, and finance not aligned

  • Leadership bypassing the process

  • Escalation happening too late.

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What I do

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  • 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

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What you get

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  • A more effective planning process

  • Better cross-functional alignment

  • Improved decision-making

  • Reduced operational noise

  • Greater confidence in the plan

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Format

 

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

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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

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Even strong planning process lose discipline over time.

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Leadership attention moves elsewhere.

Behaviours drift

Planning forums lose effectiveness

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What I do

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  • Support planning leaders and sponsors

  • Provide challenge and independent perspective

  • Help teams navigate trade-offs and decisions

  • Reinforce discipline and accoutability

  • Support continous improvement

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What you get

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  • Sustained planning performance

  • Stronger leadership alignment

  • Better quality conversations and decisions

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

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Format

 

Monthly advisory or coaching support​

© 2026 by Carter MacKenzie. 

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