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S&OP Meeting Prep

🔵 Stable🕐 updated 2026-07-14 🔷 SkillSpec L3 pm-supplychain

Prepare an S&OP cycle readout that surfaces the demand-supply gaps and forces the three decisions the meeting must make. Use when asked to prep an S&OP meeting, build the executive S&OP deck, summarize demand vs supply for the monthly cycle, or prepare a supply review readout. Produces a gap table, scenario levers with costs, an inventory projection, a decisions-required list, and a pre-read package.

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What to give it

Planning horizon & buckets — typically months 1–18, decisions concentrated in months 1–3
Demand plan — consensus forecast by family, plus notable changes since last cycle
Supply plan — capacity, committed material, known constraints (lines, labor, supplier allocations)
Inventory position — current on-hand, in-transit, and targets by family
Carry-overs — decisions or actions from last cycle and their status
Financial context — revenue plan the volumes must support; standard margins if trade-off math is needed

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

Every gap >5% has a proposed lever with a cost — no naked gaps
Gaps expressed in units and dollars, so finance and operations read the same page
Exactly 1–3 decisions on the agenda, each with options, costs, and a recommendation
Allocation scenarios name which customers/tiers get shorted — no abstract "reduce supply"
Carry-over actions from last cycle reviewed before new ones are added
Inventory projection reflects the *recommended* levers, not the unresolved plan
Decision deadlines stated where levers expire (expedite windows, build-ahead cutoffs)

⚠️ What it refuses to do

Do not spend meeting time re-forecasting — forecast disputes go back to the demand review step
Do not present a gap without at least one priced lever — that's reporting a problem, not planning
Do not bury the decisions at slide 30 — they open the meeting
Do not show inventory only in units — value and days-of-supply are what the CFO and planner each need
Do not let "allocate" stay abstract — someone specific gets shorted, and the meeting must own that choice

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

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💬 Discussion

S&OP Meeting Prep is one of 599 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog