Integrated Tactical Planning

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

Integrated Tactical Planning (ITP) is a process for the functional alignment of daily and weekly changes in your product 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.

ITP 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. ITP 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 ITP 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 four authors of Oliver Wight's new Integrated Tactical Planning book - Rod Hozack, Todd Ferguson, Stuart Harman and Dawn Howarth, discuss why they wrote the book and explain some of the business problems that it is intended to help readers solve. Watch Here >

You should consider ITP for your business 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."

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