MRP DEMAND PLANNING CHECKLIST

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--- DATA COLLECTION & FORECASTING ---
[ ] Historical Sales Data Range (Months)
[ ] Description of Data Sources
[ ] Forecasting Method Selection (Moving Average, Exponential Smoothing, Regression Analysis, Qualitative Judgment)
[ ] Last Data Refresh Date
[ ] Forecast Horizon (Months)
[ ] Data Quality Assessment Notes

--- SALES & OPERATIONS PLANNING (S&OP) ALIGNMENT ---
[ ] S&OP Objectives Review
[ ] Forecast Bias Percentage
[ ] Key S&OP Risks Identified (Supply Chain Disruptions, Demand Volatility, Capacity Constraints, Inventory Imbalances)
[ ] Next S&OP Meeting Date
[ ] S&OP Process Owner
[ ] Summary of S&OP Decision Points

--- FORECAST ACCURACY METRICS ---
[ ] Mean Absolute Deviation (MAD)
[ ] Mean Squared Error (MSE)
[ ] Root Mean Squared Error (RMSE)
[ ] Percentage Bias
[ ] Forecast Accuracy (%)
[ ] Tracking Signal
[ ] Date of Last Metric Calculation
[ ] Notes/Comments on Metric Performance

--- DEMAND SIGNAL IDENTIFICATION ---
[ ] Description of Key Economic Indicators Considered
[ ] Primary Demand Signal Type (Historical Sales Data, Market Trends, Customer Orders, Promotional Activities, Competitor Analysis)
[ ] Weighting Factor for Customer Orders
[ ] Specific Customer Segments to Monitor (New Customers, Existing Customers, Key Accounts, Online Sales)
[ ] Date of Last Market Research Report

--- COLLABORATION & COMMUNICATION ---
[ ] Frequency of Cross-Functional Meetings
[ ] Communication Channels Used (e.g., Email, Slack, Meetings) (Email, Slack, Scheduled Meetings, Other)
[ ] Summary of Recent Collaboration Discussions
[ ] Date of Last Collaboration Review
[ ] Departments Involved in Demand Planning (Sales, Marketing, Operations, Finance, Product Management)
[ ] Contact Person for Communication Issues

--- DEMAND REVIEW MEETINGS ---
[ ] Meeting Date
[ ] Meeting Time
[ ] Review Focus (e.g., Promotional, New Product) (Promotional Activity, New Product Launch, Seasonal Trends, General Demand Review)
[ ] Summary of Key Discussions
[ ] Forecast Variance (Actual vs. Projected)
[ ] Action Required (e.g., Forecast Adjustment, Capacity Planning) (Forecast Adjustment, Capacity Planning, Inventory Review, Marketing Collaboration)
[ ] Action Items & Responsibilities
[ ] Follow-up Date

--- EXCEPTION HANDLING ---
[ ] Describe the exception (e.g., unusually high order volume, unexpected market disruption)
[ ] Percentage deviation from baseline forecast
[ ] Exception Category (e.g., Sales, Production, Supply) (Sales, Production, Supply, External Factor)
[ ] Date of Exception
[ ] Root Cause Analysis - Briefly explain the underlying reason for the exception
[ ] Severity Level (e.g., Low, Medium, High) (Low, Medium, High)
[ ] Proposed Corrective Actions
[ ] Corrective Action Implementation Date
[ ] Authorized Reviewer Signature

--- FORECAST CONSOLIDATION ---
[ ] Weighted Average Calculation Factor
[ ] Consolidation Methodology (Simple Average, Weighted Average, Median)
[ ] Total Forecast Volume
[ ] Consolidation Rationale
[ ] Consolidation Date
[ ] Variance from Initial Forecast

--- SYSTEM INTEGRATION ---
[ ] API Response Time (milliseconds)
[ ] Integration Method (Direct API, Message Queue, File Transfer (SFTP))
[ ] Integration Error Logs (if applicable)
[ ] Last Integration Synchronization Date
[ ] Systems Integrated (ERP System, CRM System, WMS System)
[ ] Integration User ID

--- DOCUMENTATION & REVIEW ---
[ ] Last Review Date
[ ] Review Summary & Action Items
[ ] Forecast Accuracy Score (Previous Period)
[ ] Review Type (e.g., Monthly, Quarterly) (Monthly, Quarterly, Annual)
[ ] Process Improvement Recommendations
[ ] Supporting Documents (e.g., Forecast reports)
[ ] Next Review Date

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