A great S&OP process only works if the right people show up, the meeting follows a consistent structure, and everyone knows their role. The S&OP Governance Workbook provides the operating framework that keeps your planning cycle disciplined — month after month, regardless of who's in the room.

This workbook handles the governance layer of S&OP: who does what, when meetings happen, how decisions get escalated, and how accountability is tracked across the planning cycle.

What's Included:

• Automated RACI matrix: define who is Responsible, Accountable, Consulted, and Informed for each S&OP activity
• Configurable meeting calendar that auto-generates a 6-month rolling S&OP cadence
• Meeting agenda templates for Demand Review, Supply Review, Pre-S&OP, and Executive S&OP
• Decision log: capture all planning decisions with rationale and owner
• KPI tracking sheet: monitor S&OP process health metrics (forecast accuracy, meeting attendance, action closure rate)
• Escalation protocol: define when and how unresolved gaps go to senior leadership

Who It's For:

S&OP process owners, supply chain directors, and planning managers who want to move their S&OP process from ad-hoc to institutional — with clear governance that survives personnel changes.

Why It Matters:

S&OP fails more often from governance breakdown than from data quality issues. When roles are clear, meetings are structured, and decisions are documented, the process becomes self-sustaining. This workbook provides that institutional backbone.

Format: Microsoft Excel (.xlsx) — fully editable with automated calendar generation and formula-driven RACI tools. Download and establish the governance your S&OP process needs to work reliably.