Operations Planning and Control
Unit Outlines

Operations Planning And Control

AI Generated Intermediate 40 hours 9 topics

Learning Objectives

9 objectives
  • Understand the fundamental concepts and importance of operations planning and control within organizations.
  • Apply various forecasting techniques to predict demand and facilitate decision-making in production and inventory management.
  • Develop capacity planning strategies to align resources with business demand and identify bottlenecks.
  • Implement inventory management principles to optimize stock levels and reduce costs.
  • Design effective production schedules using tools like Gantt charts and critical path analysis.
  • Evaluate quality control and assurance methods to maintain and improve operational standards.
  • Explore lean operations principles to eliminate waste and enhance productivity.
  • Analyze supply chain management processes to improve coordination and flow of goods and information.
  • Measure operational performance using KPIs and apply continuous improvement techniques.

Content Outline

Preview

Unit 1008: Operations Planning and Control

1. Introduction to Operations Planning and Control

  • Definition and scope
  • Role in managing resources, processes, and activities
  • Aligning operations with organizational objectives
  • Importance of efficiency and effectiveness

2. Forecasting Techniques

  • Purpose and importance of forecasting
  • Qualitative methods
    • Expert opinion
    • Delphi method
    • Market research
  • Quantitative methods
    • Time series analysis (moving averages, exponential smoothing)
    • Causal models (regression analysis)
  • Selecting appropriate forecasting methods
  • Accuracy measurement and error analysis (MAD, MSE, MAPE)

3. Capacity Planning

  • Definition and objectives
  • Types of capacity (design, effective, actual)
  • Capacity measurement and evaluation
  • Identifying bottlenecks and constraints
  • Strategies to adjust capacity
    • Capacity expansion
    • Capacity reduction
    • Demand management
  • Tools and techniques for capacity planning

4. Inventory Management

  • Importance of inventory control
  • Types of inventory (raw materials, work-in-progress, finished goods)
  • Inventory costs (holding, ordering, shortage)
  • Inventory control models
    • Economic Order Quantity (EOQ)
    • Reorder point calculation
    • Safety stock determination
  • Just-in-Time (JIT) inventory approach
  • Inventory tracking systems (ABC analysis, RFID, barcoding)

5. Production Scheduling

  • Objectives and challenges
  • Scheduling techniques
    • Gantt charts
    • Critical Path Method (CPM)
    • Program Evaluation and Review Technique (PERT)
  • Prioritization rules (FIFO, LIFO, EDD)
  • Resource allocation and utilization
  • Reducing lead times and bottlenecks

6. Quality Control and Assurance

  • Definitions and differences between quality control and assurance
  • Quality standards and frameworks (ISO, Total Quality Management)
  • Statistical Process Control (SPC)
    • Control charts
    • Process capability
  • Six Sigma methodology
  • Continuous improvement tools (PDCA cycle, Kaizen)
  • Root cause analysis and corrective actions

7. Lean Operations

  • Introduction to lean principles
  • Types of waste (TIMWOOD: Transport, Inventory, Motion, Waiting, Overproduction, Overprocessing, Defects)
  • Lean tools and techniques
    • Just-in-Time (JIT) production
    • Value Stream Mapping
    • 5S workplace organization
    • Kanban systems
  • Benefits and challenges of lean implementation

8. Supply Chain Management

  • Overview of supply chain components
  • Roles of suppliers, manufacturers, distributors, and retailers
  • Integration and coordination mechanisms
  • Demand and supply synchronization
  • Inventory and logistics management
  • Information flow and technology in SCM
  • Risk management in supply chains

9. Performance Measurement and KPIs

  • Importance of performance measurement
  • Types of KPIs in operations planning and control
    • Efficiency metrics (e.g., capacity utilization, throughput)
    • Effectiveness metrics (e.g., on-time delivery, defect rates)
    • Financial metrics (e.g., cost per unit, inventory turnover)
  • Setting targets and benchmarks
  • Data collection and analysis
  • Using KPIs for continuous improvement

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Quick Information

Unit Operations Planning And Control
Difficulty Intermediate
Duration40 hours
Topics9
CreatedJul 19, 2026
GeneratedJul 19, 2026 18:18

Prerequisites

  • Basic knowledge of business management principles
  • Understanding of fundamental mathematics and statistics
  • Familiarity with organizational processes and functions

Recommended Resources

  • Heizer, J., Render, B., & Munson, C. (2020). Operations Management: Sustainability and Supply Chain Management. Pearson.
  • Chase, R. B., Jacobs, F. R., & Aquilano, N. J. (2021). Operations and Supply Chain Management. McGraw-Hill Education.
  • Slack, N., Brandon-Jones, A., & Johnston, R. (2019). Operations Management. Pearson.
  • APICS CPIM Learning System Modules on Forecasting, Capacity Planning, and Inventory Management.
  • Articles and case studies from the Journal of Operations Management.
  • Software tools: Microsoft Project (for scheduling), Excel (for forecasting and inventory calculations).

Unit Topics

9
Introduction to Operations Planning and Control
An overview of the role of operations planning and control in managing resources, processes, and act...
Forecasting Techniques
Various methods and tools used to predict future demand for products or services, essential for maki...
Capacity Planning
Strategies for determining the optimal capacity needed to meet demand, including evaluating current...
Inventory Management
The principles and techniques involved in managing inventory levels, such as determining order quant...
Production Scheduling
Methods for creating schedules that optimize resource utilization, minimize lead times, and ensure t...
Quality Control and Assurance
Concepts and practices aimed at maintaining consistent quality standards in operations, including st...
Lean Operations
An overview of lean principles and tools designed to eliminate waste, improve efficiency, and enhanc...
Supply Chain Management
The coordination of activities involved in sourcing, producing, and delivering products or services...
Performance Measurement and KPIs
Key performance indicators (KPIs) and metrics used to evaluate the effectiveness of operations plann...