CPI008 - Master Planning of Resources

Outline info
Last revision date 2018-07-20 12:20:28.152
Last review date 2018-07-20 12:20:52.284

Subject Title
Master Planning of Resources

Subject Description
In this subject, students explore processes used to: develop sales and operations plans; identify and assess internal and external demand and forecasting requirements; and effect an achievable master schedule consistent with business policies, objectives, and resource constraints. The subject focuses on developing and validating a plan of supply, relating management of demand to environment, and developing and validating the master schedule. In addition, the subject encompasses concepts for transforming sales, marketing, and business requirements into a feasible and economic operations plan in various business environments. It also addresses concepts and methodologies for managing projected and actual demands from distribution networks and external customers. Finally, the subject presents methods for integrating sales and operations plans, demand forecasts, and customer demand into a specific master schedule.

Credit Status
One credit toward the Certified in Production and Inventory Management (CPIM) certification offered by APICS- The Association for Operations Management

Learning Outcomes
Upon successful completion of this subject the student will be able to:

1. Identify, quantify and assess demand

2. Develop and validate a plan of supply

3. Develop and validate assignment of supply to demand in a time-phased fashion (master schedule)

Cheating and Plagiarism
Each student should be aware of the College's policy regarding Cheating and Plagiarism. Seneca's Academic Policy will be strictly enforced.

To support academic honesty at Seneca College, all work submitted by students may be reviewed for authenticity and originality, utilizing software tools and third party services. Please visit the Academic Honesty site on http://library.senecacollege.ca for further information regarding cheating and plagiarism policies and procedures.

All students and employees have the right to study and work in an environment that is free from discrimination and/or harassment. Language or activities that defeat this objective violate the College Policy on Discrimination/Harassment and shall not be tolerated. Information and assistance are available from the Student Conduct Office at student.conduct@senecacollege.ca.

Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Disabilities Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.

It is strongly recommended that the student first complete Basics of Supply Chain Management (CPI099).

Topic Outline
I.   Developing and Validating a Plan of Supply encompasses the processes, concepts and techniques for transforming business and market requirements into feasible and economical business and operations plans in various business environments.   The processes include ensuring consistency among the functional plans, ensuring feasibility of all plans, and determining the form, location, and level of various resources (e.g. labor, capacity, inventory and capital) to satisfy anticipated demand.

A. Relating the Planning Processes to the Environment focuses on the concepts and approaches that apply to the transformation of the functional plans into a statement of overall output rates that is consistent with customer requirements, the business objectives of the organization and the operating environment.
  • Concepts
  • Management Considerations
  • Choices of Planning in different business environments
B. Understanding Business Choices that Impact the Aggregate Planning Process focuses on the management tradeoffs that arise when developing an aggregate plan (including sales, operations and inventory/backlog).  It addresses the data and data sources required to support aggregate planning in a variety of business environments.
  • Management Considerations
  • Data and Data Sources
C. Developing and Validating a Sales and Operations Plan focuses on the techniques for developing a plan of overall output rates in a variety of business environments and ensuring its feasibility.  It addresses the relationshipamong sales, inventory, backlogs product releases and time phasing, and the methods for developing, validating and evaluating the sales and operations plan.
  • Concepts
  • Performance Measurement
II.  Identifying, Quantifying and Assessing Demand focuses on the concepts, methodologies and techniques for managing projected and actual demand from the distribution network and customers.  It addresses the business characteristics that relate to service level and demand.
A. Relating Management of Demand to the Environment focuses on the concepts of and approaches to planning resource requirements and inventory levels throughout  internal or external distribution networks.  It addresses the basic decision of centralized or decentralized control of the network and measuring the performance of distribution resources as it related to service level and demand.
  • Distribution Systems
B. Forecasting Demand focuses on the need for and uses of projections of future aggregate end item demand in a variety of business environments.  It addresses the types of projection and their use, and the selection of methods appropriate to the specific use.  The mechanics of specific forecasting methods, techniques, and forecast performance measurement are also addressed.
  • Forecasting Demand Concepts
  • Management Considerations
  • Data Sources and Requirements
  • Forecasting Techniques
  • Forecasting Performance Measurement
C. Recognizing and Processing Actual Demand focuses on customer relationships and order entry and fulfillment processes.  It addresses the approaches and methods for accepting and processing actual demand, maintaining effective communications with customers, and establishing and maintaining order priorities.
  • Concepts
  • Management Considerations
  • Data Sources and Requirements
  • Available-to-Promise
  • Customer Communications
  • Monitoring Customer Service Performance
III. Developing and Validating the Master Schedule focuses on the process of translating the higher-level aggregate plans into a feasible schedule that can be executed by operations and suppliers.  It includes the concepts, approaches and methods for integrating demand forecasts, actual customer demand and the sales and operation plan into a specific master schedule in a variety of business environments.
A. Relating the Master Scheduling Process to the Business Environment focuses on master scheduling concepts and the use of the master schedule in a variety of business environments.  The level at which the schedule is developed varies by the nature and intricacies of each operating environment and must tie to the Sales and Operations Plan.
  • Choices of MPS level in different Demand fulfillment approaches
  • Relationships and interdependencies to other planning activities
  • Product Structuring
  • Techniques
  • Role of the master schedule
  • Uses of the master schedule
B. Understanding the Business Choices that Impact the Master Scheduling Process focuses on the management considerations that arise when creating and implementing the master schedule.  It addresses the management choices, data and data sources supporting these processes.
  • Management Considerations
  • Data Sources and Requirements
C. Constructing and Implementing the Master Schedule focuses on the approaches used in developing the master schedule and ensuring its feasibility and consistency with the higher level plans in a variety of business environments.
  • Constructing the Master Schedule
  • Validating the Master Production Schedule
  • The Final Assembly Schedule
  • Managing the Master Production Schedule
D. Measuring the Business Planning Processes focuses on indicators of how well these processes meet customer requirements and business objectives. Indicators are also needed to track the effectiveness of the planning tools, techniques, and the workload involved in maintaining a validated Master Production Schedule.
  • Customer Service Performance
  • Periodic and timely review/revision of the master schedule
  • Periodic and timely review/revision of the final assembly schedule
  • Accuracy of Tracking of master schedule changes

Mode of Instruction
Classroom lectures with regular problem solving, case studies and discussion of assignments.

Prescribed Texts
Student workbook provided by APICS.

Reference Material

Required Supplies

Promotion Policy

Grading Policy
A+ 90%  to  100%
A 80%  to  89%
B+ 75%  to  79%
B 70%  to  74%
C+ 65%  to  69%
C 60%  to  64%
D+ 55%  to  59%
D 50%  to  54%
F 0%    to  49% (Not a Pass)
EXC Excellent
SAT Satisfactory
UNSAT Unsatisfactory

For further information, see a copy of the Academic Policy, available online (http://www.senecacollege.ca/academic-policy) or at Seneca's Registrar's Offices.

Modes of Evaluation
70% attendance is required for a satisfactory grade on your college transcript.

This is a review subject which prepares students to write the APICS exam.

Students must contact APICS, by phone or mail, to register in order to write the exam. Exams are administered by APICS and are conducted by computer based testing at Pearson Vue www.pearsonvue.com.  Pearson VUE Customer Care at 1-800-274-8399 or 610-617-5093
Please contract APICS (1-800-444-2742) for exam dates and details.

Approved by: Denis Gravelle, Sharon Estok