# Prepare a monthly S&OP meeting pack and decision agenda

A sales and operations planning pack that reconciles demand, supply, and inventory and frames the decisions leaders must make.

- Topic: Meetings
- Framework: Few-Shot
- Level: Standard
- Tags: Meetings, Finance, Summarize, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/prepare-a-monthly-s-and-op-meeting-pack-and-decision-agenda

## Prompt

```text
Help me prepare the pack for our monthly sales and operations planning (S&OP) meeting.

**Planning horizon and product families:** [e.g. "18 months, 6 product families"]
**Demand plan vs. last month and vs. actuals:** [PASTE OR SUMMARIZE BY FAMILY]
**Forecast accuracy and bias:** [e.g. MAPE, bias by family]
**Supply plan and constraints:** [CAPACITY, SUPPLIER LIMITS, LEAD TIMES, LABOR]
**Inventory position vs. target:** [DAYS OF SUPPLY OR UNITS BY FAMILY]
**Financial plan to reconcile against:** [REVENUE OR VOLUME TARGETS]
**Known events:** [PROMOTIONS, LAUNCHES, PRICE CHANGES, SUPPLIER ISSUES]
**Attendees:** [WHO DECIDES]

Build the pack to follow the S&OP flow: demand review, supply review, gap reconciliation, executive decisions.

For each product family, show demand vs. supply vs. inventory target and flag gaps (shortfall or excess) with the volume and revenue at stake.

For every material gap, frame a decision with 2-3 options (e.g. add overtime, reallocate supply, push a promotion back, build inventory ahead), the trade-off of each, and who owns it.

Use only the figures I give; label missing data [ADD DATA]. Do not reconcile numbers by guessing.

Return:
1. A one-page executive summary: top 3 risks, top 3 decisions needed.
2. A table by family: Demand | Supply | Gap | Inventory vs. target | Revenue at risk | Proposed action.
3. A 60-minute agenda with time boxes.
4. A decision log template for the meeting.
```

## What to fill in

- e.g. "18 months, 6 product families"
- PASTE OR SUMMARIZE BY FAMILY
- e.g. MAPE, bias by family
- CAPACITY, SUPPLIER LIMITS, LEAD TIMES, LABOR
- DAYS OF SUPPLY OR UNITS BY FAMILY
- REVENUE OR VOLUME TARGETS
- PROMOTIONS, LAUNCHES, PRICE CHANGES, SUPPLIER ISSUES
- WHO DECIDES
- ADD DATA

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.