Integrated Tactical Planning

For dynamic management of product, demand, and supply plan execution

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What is Integrated Tactical Planning (ITP)?

Integrated Tactical Planning (ITP) is a process for the functional alignment of daily and weekly changes in your portfolio, demand, or supply plans, to drive the best customer outcomes, while re-optimizing financial performance. It can be implemented and delivering results in just six weeks.

Integrated Tactical Planning operates within the short-term horizon, inside the ‘planning time fence’, where focus moves from planning to effective execution, and when expenditure on variable and semi-variable expenses begins. Integrated Tactical Planning is complementary to Integrated Business Planning, which focuses on the medium-to-long-term planning horizon.

A tightly orchestrated set of weekly and daily processes, the successful deployment of Integrated Tactical Planning will define and calm the process of management and communication within the one-to-three-month tactical horizon, integrating the key functions within your organization, and ultimately leading to improvements in customer service, inventory levels, and other key metrics.

Hear the authors of our Integrated Tactical Planning book discuss some of the business issues that ITP is intended to help readers solve.

Watch the full discussion here >

How you can benefit from Integrated Tactical Planning

  • Align near-term plans with medium- to long-term Integrated Business Planning, enabling more productive execution and thus, more profitable results

  • Prevent senior management getting dragged into short-term detail, allowing them to spend more time on long-term strategic issues and actions

  • Save people-hours and empower individuals to make the right decisions, at the right level, at the right time

  • Reduce fire-firefighting

  • Improve customer service, inventory levels, and other key metrics

  • Results in as little as six weeks

You should consider Integrated Tactical Planning if:

  • Your IBP process is stuck in the short-term

  • Regular crisis and emergency meetings are consuming senior managers’ time

  • There is an intense focus on delivering ‘this month’s numbers’

  • Inventory seems to have a life of its own

  • There is a culture of not following the plan because customer requirements ‘keep changing’

  • Everyone is blaming inaccurate forecasting as ‘the problem’

  • Customer delivery performance is less than 90% on time

  • Everyone seems to have a view of the future, but there is no ‘single version of the truth’

  • Purchasing is making ‘best guesses’ on long-lead-time items – often with costly errors

  • There have been many initiatives to fix ‘the problem’, but results seem to slide back once the project is completed

How we can help

  • Assessment and validation that your ITP process has achieved a Class A level of effectiveness – firmly embedded as ‘the way you do things’ and delivering the benefits you wanted

  • Scoping of an action plan to define standards, address issues, and take advantage of the opportunities identified, including resourcing, timelines, and performance improvement expectations

  • Facilitate the design of an ITP process to best fit your organization and its needs

  • Change Management – monitor and support the implementation of changes and its impact on your people

  • A diagnostic assessment of your current process, including identifying the root cause of any performance issues

  • Transfer of our knowledge to your people so they can apply an effective ITP Process to your business

  • Coaching ITP process users as you introduce the new ways of working

“It is useful to think of Integrated Tactical Planning as the cogs in a gearbox - it doesn’t matter how big or small those cogs are, if one is broken, the car stops."

How good is your short-term planning process?

Use our free online tool to rank your organization’s short-term planning and execution processes against Oliver Wight’s best practice criteria. You will get instant actionable insights on how to improve.

Why should you take this assessment?

  • It's completely free
  • It takes just 10 minutes
  • Instant results to help you achieve business excellence


Score your business here

Integrated Tactical Planning resources to help you improve


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Integrated Tactical Planning

Latest white papers & case studies

What are you doing 13 weeks from now?

David Goddard looks at how the 13-week Master Scheduling Review, and its transition to Integrated Tactical Planning, can support the short-term Integrated Business Planning (IBP) plan.

Effective Execution of S&OP/IBP Plans through Integrated Tactical Planning

Many companies that have embarked on an Integrated Business Planning implementation still find senior managers being dragged into short-term tactical issues and problem-solving.

Integrated Tactical Planning

Latest videos and webinars

Integrated Tactical Planning vs. Sales & Operations Execution

Interested in understanding the difference between Integrated Tactical Planning (ITP) and Sales & Operations Execution (S&OE)?

Integrated Tactical Planning Book

Hear the four authors of Oliver Wight's new Integrated Tactical Planning book discuss why they wrote it and explain some of the business problems that it is intended to help readers solve.

Redefining the new norm

Oliver Wight Partners Gary Connors, Birgit Breitschuh and Dawn Dent discuss agile responses in uncertain conditions.

How to effectively execute short term plans

How to effectively execute short term plans in the healthcare industry

Successful Execution and the role of Integrated Tactical Planning

Discover how middle managers use ITP to routinely re-align and re-optimize product, demand, and supply plans over the near term.