Meeting evaluation MONTHLY S&OP

• Meeting evaluation WEEKLY PLANNING

• Conducted on

  Date

• Prepared by Réginald d'Ursel

• Location
  Address

Action list

• Average process time

Participants

• Local Manager / Operations Manager

• CSD Manager

• Local BU rep. LFB

• Local BU rep. LFA

• Local BU rep. PC

• Local BU rep. PIC

• Local BU rep. WET END

• Local BU rep. PIELCOLOR

• Local BU rep. PURCHASING

Inputs

• Action list

• Complaints

• Long term demand plan

• Long Term purchasing plan

• Stock Analysis Report

• Weekly Stock Report

• SMOG

• Order entry

• Points of input from BU (2days before)

• Production volumes

• Check the KPI'S

  Yes

  Partial

  No

  N/A

• Check off due corrective actions from BU and from past meeting

  Yes

  Partial

  No

  N/A

• BU reporting

  Yes

  Partial

  No

  N/A

• CSD - Customer intake - order quality

  Yes

  Partial

  No

  N/A

• Purchasing

  Yes

  Partial

  No

  N/A

• Warehouse usage

  Yes

  Partial

  No

  N/A

• Stock reporting (RED, SMOG, Uniques, RAT)

  Yes

  Partial

  No

  N/A

• Resume of new corrective actions

  Yes

  Partial

  No

  N/A

• Capacity issues for coming month

  Yes

  Partial

  No

  N/A

1. ORGANISATION

1.1 Meeting

• Did the meeting start and end according to the agreed times?

  Yes

  Partial

  No

  N/A

• All participants where on time.

  Yes

  Partial

  No

  N/A

• Framework is accepted.

  Yes

  Partial

  No

  N/A

• The meeting is held according to the agreed frequency. (Use action list to verify dates)

  Yes

  Partial

  No

  N/A

1.2 Agenda

• The agenda is used to guide the sequence of the topics.

  Yes

  Partial

  No

  N/A

• All agenda topics were discussed in their timeframe.

  Yes

  Partial

  No

  N/A

• The chairman previously defined a set of goals to achieve.

  Yes

  Partial

  No

  N/A

• A communication was sent to all participants previously to clarify the goal of this meeting.

  Yes

  No

  N/A

1.3 Chairman

• All variances are being discussed.

  Yes

  Partial

  No

  N/A

• Discussions are controlled. Only the necessary information is being discussed.

  Yes

  Partial

  No

  N/A

• The chairman clearly expresses his expectations to all participants and controls structure and discipline.

  Yes

  Partial

  No

  N/A

• The chairman considers the remarks of the participants concerning the topics that are discussed.

  Yes

  Partial

  No

  N/A

• All participants received their information on time and were prepared.

  Yes

  Partial

  No

  N/A

• There is a central action and decision log on the table.

  Yes

  Partial

  No

  N/A

1.4 Participants

• All participants were equally involved in the meeting.

  Yes

  Partial

  No

  N/A

• Participants express their expectations regarding behaviour and effectiveness to each other.

  Yes

  Partial

  No

  N/A

• All participants were prepared and contributed effectively to the meeting with their knowledge.

  Yes

  Partial

  No

  N/A

• All participants have a pro-active attitude towards problem solving.

  Yes

  Partial

  No

  N/A

• In case of absence of any participant, a replacement is designated to attend.

  Yes

  Partial

  No

  N/A

2. Effectiveness

PlanningParticipants

• Participants have a good knowledge about the activities of their department.

  Yes

  Partial

  No

  N/A

• Solutions are found for deviations from planning.

  Yes

  Partial

  No

  N/A

• Solutions are noted on an action log.

  Yes

  Partial

  No

  N/A

• Variances are considered when planning future activities.

  Yes

  Partial

  No

  N/A

Do

• Discussions are lead by facts.

  Yes

  Partial

  No

  N/A

• Past experiences are used to find solutions for new obstacles.

  Yes

  Partial

  No

  N/A

• All participants have recorded their action points.

  Yes

  Partial

  No

  N/A

• Action points are summerized at the end of each discussion.

  Yes

  Partial

  No

  N/A

Check

• Participants verify the progress of the current activities.

  Yes

  Partial

  No

  N/A

• Urgencies are identified and acted upon.

  Yes

  Partial

  No

  N/A

• The action list of the previous meeting is reviewed. Deviations are rescheduled without "re-treating" the problem.

  Yes

  Partial

  No

  N/A

• KPI's are evaluated.

  Yes

  No

  N/A

• KPI's are revolving in a positive trend.

  Yes

  Partial

  No

  N/A

Act

• Actions are summerized and scheduled by participants.

  Yes

  Partial

  No

  N/A

• Less than 10% of the actions on the action list need rescheduling.

  Yes

  No

  N/A

• The action list is part a larger action plan that leads to continuous improvement.

  Yes

  Partial

  No

  N/A

• END

  Date