integrated business planning courses

Integrated Business Planning (Advanced S&OP) Course

integrated business planning courses

The business results from Integrated Business Planning are impressive. But knowing how to align all company plans to achieve those benefits may seem daunting.

The purpose of Oliver Wight’s IBP course is to show how to implement a best practice process and align functional plans every month. It introduces each step of the process.

Class participants learn what it takes to successfully implement the process. They will also understand how top companies use IBP to identify gaps in business performance with enough time to avert a crisis.

What Is the Integrated Business Planning (Advanced S&OP) Course

This course takes participants through each step of a best practice IBP process. Participants learn how to make each review step in the monthly IBP cycle worthy of business leaders’ time.

The class addresses what it takes to align product, demand, supply, and financial plans over at least a 24-month planning horizon. Participants also learn the decision-making process to close gaps between the latest plans and the business strategy and goals.

What You Learn

The instructors have long experience in guiding companies to implement Integrated Business Planning. Using their wealth of experience, they share insights on the nuances of IBP in both single division and multi-division companies.

Participants will learn:

  • Best practices for structuring each step in the IBP process
  • Management and the executive team’s roles in the process
  • How Integrated Reconciliation is used to align functional plans and create a picture of the company’s future position in one integrated plan
  • How to revise and optimize company plans in the face of changing business conditions
  • How to assess demonstrated performance as the realistic basis for forward projections

integrated business planning courses

This course provides the foundation for structuring an Integrated Business Planning process. Participants learn the pitfalls to avoid in setting up the process. They also learn an approach for quickly implementing IBP – and realizing the business and financial benefits from the process in a short amount of time. What is Integrated Business Planning?

Integrated Business Planning eBrochure

Promo Codes Available:

LEARN MORE! Integrated Business Planning and Demand Management are offered back-to-back. Attend both, save 25% – use the promo code Take2   and gain actionable insights to confidently implement best practice solutions!

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What Clients Say

integrated business planning courses

Who Should Attend:

  • Senior executives and all members of the leadership team who are involved in the IBP process
  • People responsible for implementing the process or improving an existing process
  • Direct reports to senior leaders who are involved in preparing for specific review steps
  • Analysts that create what-if evaluations and scenarios for the executive team

During in-person course registration, please indicate your hotel needs.  While hotel accommodations are not included in the cost of the course, we will be happy to make a reservation on your behalf.

In Person: (2 Days)

Day One 8:00am-5:00pm

Day Two 8:00am-4:00pm

Virtual: (4 Days)

10:00am – 2:00pm Eastern each day

Register for our Integrated Business Planning (Advanced S&OP) Course Course

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COURSE ID: LOG 3169P

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Cost-to-Serve analytics provides a holistic view toward supply chain performance and supports effective supply chain management. You’ll learn how to handle the challenges of today’s operating environment with “Big Data,” best practices in building a cost-to-serve solutions, and analytics that create actionable insights for developing smart strategies for financial improvements. Best practices will be applied in an interactive exercise using the results from the latest innovative software.

  • The power of analytics and data
  • Typical company situation

COST-TO-SERVE

  • Defining Cost-to-Serve (CTS)
  • CTS analytics tools

NET LANDED PROFIT

  • Net Landed Profit (NLP) introduction
  • CTS and NLP resources
  • Documenting actionable strategies
  • Course notebook

Session Details

Special Discounts: All residents of the State of Georgia are eligible for a 50% discount while funds last thanks to a grant from the U.S. Department of Commerce's Economic Development Administration. Use of this discount is subject to verification of GA residency. Enter coupon code   SCL-GAAIM   at checkout (cannot be combined with other discounts).

Non-Georgia residents can register and pay for all required courses in a Supply Chain & Logistics certificate and receive a discount of 17% off per course. Enter coupon code   SCL-Cert   at checkout. Review   coupon instructions for more information.

If you have 3 or more participants from your organization, please contact us for volume discounts at   [email protected] .

Upcoming Sessions

Previous sessions, who should attend.

This course is designed for chief financial officers; supply chain finance, marketing, or sales executives (managers, directors, vice presidents, executive vice presidents); supply chain and logistics managers, consultants, supervisors, planners, and engineers; supply chain education and human resource management personnel; inventory planners; procurement and sourcing analysts and managers; and transportation planners, managers, and engineers.

Supply chain professionals learning in classroom

What You Will Learn

  • The fundamentals for building a cost-to-serve model tailored to individual company environments
  • How to apply the tailored approaches to drive sustained performance improvements
  • How to leverage Big Data techniques to quickly identify cost and profit improvement opportunities

Supply chain professionals collaborating in warehouse

How You Will Benefit

  • Understand the steps needed to build a cost-to-serve model tailored for their company’s operating environment.
  • Champion the need for cost to serve analytics for cross-functional activities.
  • Distinguish the value of cost-to-serve analytics in developing specific strategies and measuring their impact.

Grow Your Professional Network

Taught by experts in the field.

The course schedule was well-structured with a mix of lectures, class discussions, and hands-on exercises led by knowledgeable and engaging instructors.

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Supply chain distribution warehouse

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The Georgia Tech Global Learning Center and Georgia Tech-Savannah campus is compliant under the Americans with Disabilities Act. Any individual who requires accommodation for participation in any course offered by GTPE should contact us  prior to the start of the course.

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CEUs are awarded to participants who attend a minimum of 80% of the scheduled class time.

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Georgia Tech’s Office of Research Security and Compliance requires citizenship information be maintained for those participating in most GTPE courses. Citizenship information is obtained directly from the learner at the time of registration and is maintained in the Georgia Tech Student System.

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Please refer to our  Terms and Conditions  for complete details on the policies for course changes and cancellations.

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Classes and events being held at the Georgia Tech Global Learning Center in Atlanta or Georgia Tech-Savannah campus may be impacted by closures or delays due to inclement weather.

The Georgia Tech Global Learning Center will follow the guidelines of Georgia Tech main campus in Atlanta. Students, guests, and instructors should check the  Georgia Tech homepage  for information regarding university closings or delayed openings due to inclement weather. Please be advised that if campus is closed for any reasons, all classroom courses are also canceled.

Students, guests, and instructors attending classes and events at Georgia Tech-Savannah should check the  Georgia Tech-Savannah homepage  for information regarding closings or delayed openings due to inclement weather.

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GTPE certificates of program completion consist of a prescribed number of required and elective courses offered and completed at Georgia Tech within a consecutive six-year period. Exceptions, such as requests for substitutions or credit for prior education, can be requested through the petition form . Exceptions cannot be guaranteed.

Please refer to our  Terms and Conditions  for complete details on the policy for refunds.

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Georgia Tech is a tobacco-free and smoke-free campus. The use of cigarettes, cigars, pipes, all forms of smokeless tobacco, and any other smoking devices that use tobacco are strictly prohibited. There are no designated smoking areas on campus.

Special Discounts

Courses that are eligible for special discounts will be noted accordingly on the course page. Only one coupon code can be entered during the checkout process and cannot be redeemed after checkout is complete. If you have already registered and forgot to use your coupon code, you can request an eligible refund . GTPE will cancel any transaction where a coupon was misused or ineligible. If you are unsure if you can use your coupon code, please check with the course administrator.

GTPE does not have a program for senior citizens. However, Georgia Tech offers a 62 or Older Program for Georgia residents who are 62 or older and are interested in taking for credit courses. This program does not pay for noncredit professional education courses. Visit the Georgia Tech Undergraduate Admissions page for more information on the undergraduate program and  Georgia Tech Graduate Admissions  page for more information on the graduate program.

Group Registrations

How do i register my group.

There is no special process or form to register your group. All interested learners must create and manage their own individual profiles, accounts, and registrations.  

  • Complete a GTPE profile .
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  • Add the course(s) to the cart.*
  • Apply a group discount code (if applicable).
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*Carts will remain active for 14 days, but seats are not held until the transaction is complete.

How do I apply for a group discount?

Courses that offer group discounts will display the discount code on the course page. Your employees will use the code during the registration process and cart totals will adjust accordingly. Group discounts can only be used if three or more employees from the company attend the same course and only one coupon code can be use per shopping cart.

If you have already registered and forgot to use your coupon code, you can request an eligible refund .

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Accepted payment documents must be uploaded during the registration process. They include:

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What are the requirements for payment documents?

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  • Document number (SF-182 documents: Section C, Box 4)
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Registrations cannot be processed without payment. If your employee is concerned about losing a seat in a class because of internal company processes, we suggest that they go ahead and register and pay with a personal or corporate credit card and seek reimbursement.

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If you need assistance with your group registration or have questions on how to start the process, please feel free to contact us at 404-385-3501 or [email protected] .

Individual Registrations

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Most GTPE classroom courses are held at the Georgia Tech Global Learning Center (GLC). Any courses that are held elsewhere will be clearly marked on the course page. Get information on parking, directions, and transportation to the GLC.

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We do not provide overnight rooms. However, accommodations can be made at the Georgia Tech Hotel and Conference Center, adjacent to us. Additional hotels can be found within walking distance. Get more information on accommodations .

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Learners may transfer to another course of equal or greater cost if notification is made at least 10 business days prior to the original course start date. The course to which one transfers must already be scheduled.

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We recommend you register for courses as early as possible. Session details will indicate when there is less than five reamining seats in a particular session.

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Walk-in registrations are accepted based on space availability but are not guaranteed for any courses.

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GTPE does not have a discount program for senior citizens. However, Georgia Tech offers a 62 or Older Program for Georgia residents who are 62 or older and are interested in taking for credit courses. This program does not pay for noncredit professional education courses. Visit the  Georgia Tech Undergraduate Admissions  page for more information on the undergraduate program and the  Georgia Tech Graduate Admissions  page for more information on the graduate program.

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  • Construction Safety and Health Certificate Program (Atlanta campus courses only)
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  • Safety and Health Management Certificate Program (Atlanta campus courses only)

View the GTPE veteran’s GI Bill benefits checklist for more information.

Do you have a program for senior citizens?

GTPE does not have a program for senior citizens. However, Georgia Tech offers a 62 or Older Program for Georgia residents who are 62 or older and are interested in taking for credit courses. This program does not pay for noncredit professional education courses. Visit the Georgia Tech Undergraduate Admissions page for more information on the undergraduate program and the Georgia Tech Graduate Admissions page for more information on the graduate program.

What happens if my course is cancelled?

In the event of a cancellation, we will provide you with a full refund or transfer to an equivalent course.

Do I need a student visa to take a course?

Short courses (1-5 days) and conferences do not require a student visa. A B-2 Tourist Visa, along with a copy of your registration confirmation email and a copy of your completed web registration order page, should suffice.

If participation in a course is employment related, with immediate departure from the U.S., then a B-1 Temporary Business Visa will be required.

We encourage you to contact your U.S. Consulate or Embassy to determine visa eligibility. Full refunds will be provided to participants who are unable to obtain an entry visa and contact our office prior to the start of the course.

English as a Second Language students should contact the Language Institute for admission and visa requirements.

Do you provide letters of invitations or immigration documents for student visas?

We do not issue letters of invitation and cannot provide immigration documents for the issuance of a student visa. Full refunds will be provided to participants who are unable to obtain an entry visa and contact our office prior to the start of the course.

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Full payment is due at time of registration. Accepted payment methods include:

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* Requires document upload or transaction verification during the checkout process.

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Purchase order documents must include the following:

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Please do not include social security numbers on purchase order documents.

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  • Make your check payable to “Georgia Institute of Technology” and include the order number and participant name on the face of the check.
  • Choose “Company Purchase Order” as the payment method at checkout and upload a copy of your check to your order.

GTPE Accounting Georgia Institute of Technology Global Learning Center 84 5th St. NW Atlanta, GA 30308-1031

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Full payment is due at the time of registration.

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Additional fees vary by course. Be sure to review the Requirements & Materials tab on the course page for more information.

My company has offered to pay for this course. Can you invoice them directly?

Yes. Here are the steps to receive an invoice:

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  • The GTPE Business Office will generate an invoice 10 days prior to the start of the course at which point you are no longer eligible to withdraw with fund. Your company must:
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What is your policy for refunding a credit card payment?

Credit card refunds are processed to the original credit card. The credit card issuer is responsible for refund credit balances to the cardholder.

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We do not offer payment plans for any of our services, conferences, or courses. Payment must be made in full at time of purchase.

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GTPE cannot issue 1098-T tax forms. If you have a payment history need for tax purposes, we are happy to provide you with receipts of payment. Please submit your requires to [email protected] . Be sure to include your full legal name and Georgia Tech ID which can be found within your GTPE profile .

Transcripts, Certificates, and Credits

Are your ceus accredited.

GTPE’s use of CEU follows accepted criteria and guidelines established by the Georgia Board of Regents which follows international standards such as The International Association for Continuing Education and Training (IACET).

Do you provide transcripts or certificates for Professional Development Hours or Professional Development Units?

GTPE does not issue transcripts or certificates with Professional Develop Hours (PDH) or Professional Development Units (PDU), but the crosswalk here is provided for reference.

One CEU = 10 contact hours of instruction One PDH = 1 contact hour of instruction (one CEU = 10 PDH) One PDU = 1 contact hour of instruction (one CEU = 10 PDU)

Will I receive a course completion certificate?

Upon successful completion of most GTPE courses (80% minimum attendance and a passing grade in courses that require an assessment), you may receive a certificate indicating the number of CEUs earned. Certificate issuance exceptions include courses with outstanding credentialing entities (i.e. OSHA or PADI).

How do I request a transcript of my CEUs?

CEUs earned are recorded in the attendee’s name and will appear on a GTPE transcript. All transcripts must be requested by the attendee via the transcript request form . Requests are typically processed within three business days.

How do I petition for a program certificate audit?

For an audit of your transcript for progress toward completion of a certificate, please complete the transcript request form . GTPE courses do not provide academic or degree credit. Georgia Tech academic or degree credit is only available to matriculated students taking courses that meet degree requirements.

What requirements are required by my state and association?

For specific information on state licensing or credit requirements, please contact your state licensing board. If you are seeking certification through a professional association, please review the specific requirements with that association.

Withdrawals, Substitutions, and Transfers

Course registration changes.

Please see our  Terms and Conditions  for complete details on our policies for course registration changes.

TRAIN AT YOUR LOCATION

We enable employers to provide specialized, on-location training on their own timetables. Our world-renowned experts can create unique content that meets your employees' specific needs. We also have the ability to deliver courses via web conferencing or on-demand online videos. For 15 or more students, it is more cost-effective for us to come to you.

Flexible Schedule

Group training, customize content, on-site training, earn a certificate, want to learn more about this course.

Imagine a symphony orchestra where each musician plays their own tune without listening to others. The result would be chaotic and dissonant, right? Similarly, in the business world, when decision-making happens in silos and planning processes are disconnected, it’s like having a group of individuals playing their own instruments without any coordination. The harmony is lost, and the organization becomes inefficient, misses opportunities, and struggles to keep up with the fast-paced market.

Integrated Business Planning (IBP) addresses these challenges by providing a comprehensive framework that integrates strategic, operational and financial planning, analysis, and reporting to drive better business outcomes.    A retail company experiences a sudden surge in online sales due to a viral social media campaign. Integrated planning incorporates supply chain planning, demand planning, and demand forecasts so the company can quickly assess the impact on inventory levels, supply chain logistics, production plans, and customer service capacity. By having real-time data at their fingertips, decision-makers can adjust their strategies, allocate resources accordingly, and capitalize on the unexpected spike in demand, ensuring customer satisfaction while maximizing revenue.   This blog explores the significance of IBP in today’s modern business landscape and highlights its key benefits and implementation considerations.

Integrated business planning framework

Integrated Business Planning (IBP) is a holistic approach that integrates strategic planning, operational planning, and financial planning within an organization. IBP brings together various functions, including sales, marketing, finance, supply chain, human resources, IT and beyond to collaborate across business units and make informed decisions that drive overall business success. The term ‘IBP’ was introduced by the management consulting firm Oliver Wight to describe an evolved version of the sales and operations planning (S&OP process) they originally developed in the early 1980s.

Making up the Integrated Business Planning framework are six key pillars:

1. strategic planning.

Integrated Business Planning starts with strategic planning. The management team defines the organization’s long-term goals and objectives. This includes analyzing market trends, competitive forces, and customer demands to identify opportunities and threats. Strategic planning sets the direction for the entire organization and establishes the foundation for subsequent planning roadmap.

2. Operational planning

Operational planning focuses on translating strategic goals into actionable plans at the operational level. This involves breaking down the strategic objectives into specific targets and initiatives that different departments and functions need to execute.

For example, the sales department might develop a plan to enter new markets or launch new products, while the supply chain department focuses on inventory optimization and ensuring efficient logistics. The key is to align operational plans with the broader strategic objectives to ensure consistency and coherence throughout the organization.

3. Financial planning

Financial planning ensures that the organization’s strategic and operational plans are financially viable. It involves developing detailed financial projections, including revenue forecasts, expense budgets, and cash flow forecasts. By integrating financial planning with strategic and operational planning, organizations can evaluate financial profitability, identify potential gaps or risks, and make necessary adjustments to achieve financial targets.

 4. Cross-functional collaboration

A fundamental aspect of IBP is the collaboration and involvement of various functions and departments within the organization. Rather than working in isolation, departments such as sales, marketing, finance, supply chain, human resources, and IT come together to share information, align objectives, and make coordinated decisions.

5. Data integration and analytics

IBP relies on the integration of data from different sources and systems. This may involve consolidating data from enterprise resource planning (ERP) systems, customer relationship management (CRM) systems, supply chain management systems, and other relevant sources. Advanced analytics and business intelligence tools are utilized to analyze and interpret the data, uncovering insights and trends that drive informed decision-making.

6. Continuous monitoring and performance management

The Integrated Business Planning process requires continuous monitoring of performance against plans and targets. Key performance indicators (KPIs) are established to measure progress and enable proactive management. Regular performance reviews and reporting enable organizations to identify deviations, take corrective actions, and continuously improve their planning processes.

What are the benefits of Integrated Business Planning?

By integrating strategic, operational, and financial planning organizations can unlock the full potential of IBP and drive business success and achieve their goals.

Enhanced decision-making

IBP facilitates data-driven decision-making by providing real-time insights into various aspects of the business. By bringing together data from various departments, organizations can develop a holistic view of their operations, enabling them to make better-informed decisions.

Improved alignment

By aligning strategic objectives with operational plans and financial goals, IBP ensures that every department and employee is working towards a common vision. This alignment fosters synergy and drives cross-functional collaboration.

Agility and responsiveness

In the rapidly changing business landscape, agility is crucial. IBP allows organizations to quickly adapt to market shifts, demand fluctuations, and emerging opportunities. By continuously monitoring and adjusting plans, businesses can remain responsive and seize competitive advantages.

Optimal resource allocation

Integrated Business Planning enables organizations to optimize resource allocation across different functions. It helps identify bottlenecks, allocate resources effectively, and prioritize initiatives that yield the highest returns, leading to improved efficiency and cost savings.

Risk management

IBP facilitates proactive risk management by considering various scenarios and identifying potential risks and opportunities. By analyzing data and conducting what-if analyses, companies can develop contingency plans and mitigate risks before they materialize.

Essential steps for implementing Integrated Business Planning

Implementing an effective IBP process requires careful planning and execution that may require substantial effort and a change of management, but the rewards are well worth it. Here are some essential strategic steps to consider:

1. Executive sponsorship

Establish leadership buy-in; gain support from top-level executives who understand the value of Integrated Business Planning and can drive the necessary organizational changes. Leadership commitment, led by CFO, is crucial for successful implementation.

2. Continuous improvement

Continuously monitor and adjust; implement mechanisms to monitor performance against plans and targets. Regularly review key performance indicators (KPIs), conduct performance analysis, and generate timely reports and dashboards. Identify deviations, take corrective actions, and continuously improve the planning processes based on feedback and insights.

3. Integration of people and technology

To foster cross-functional collaboration, the organization must identify key stakeholders, break down silos, and encourage open communication among departments. Creating a collaborative culture that values information sharing and collective decision-making is essential.

Simultaneously, implementing a robust data integration system, encompassing ERP, CRM, and supply chain management systems, ensures seamless data flow and real-time updates. User-friendly interfaces, data governance, and training provide the necessary technological support. Combining these efforts cultivates an environment of collaboration and data-driven decision-making, boosting operational efficiency and competitiveness.

4. Technology

Implement advanced analytics and business intelligence solutions to streamline and automate the planning process and assist decision-making capabilities.  These solutions provide comprehensive functionality, data integration capabilities, scenario planning and modeling, and real-time reporting.

Integrated Business Planning software

From a tech perspective, organizations need advanced software solutions and systems that facilitate seamless data integration and collaboration to support IBP. Here are some key components that contribute to the success of integrated business planning:

1. Corporate performance management

A platform that serves as the backbone of integrated business planning by integrating data from different departments and functions. It enables a centralized repository of information and provides real-time visibility into the entire business.

2. Business intelligence (BI) tools

Business intelligence tools play a vital role in analyzing and visualizing integrated data from multiple sources. These tools provide comprehensive insights into key metrics and help identify trends, patterns, and opportunities. By leveraging BI tools, decision-makers can quickly evaluate financial performance, make data-driven business decisions and increase forecast accuracy.

3. Collaborative planning and forecasting solutions

Collaborative planning and forecasting solutions enable cross-functional teams to work together in creating and refining plans. These planning solutions facilitate real-time collaboration, allowing stakeholders to contribute their expertise and insights. With end-to-end visibility, organizations can ensure that plans are comprehensive, accurate, and aligned with business strategy.

4. Data integration and automation

To ensure seamless data integration, organizations need to invest in data integration and automation tools. These tools enable the extraction, transformation, and loading (ETL) of data from various sources. Automation streamlines data processes reduces manual effort and minimizes the risk of errors or data discrepancies.

5. Cloud-based solutions

Cloud computing offers scalability, flexibility, and accessibility, making it an ideal choice for integrated business planning. Cloud-based solutions provide a centralized platform where teams can access data, collaborate, and make real-time updates from anywhere, at any time. The cloud also offers data security, disaster recovery, and cost efficiencies compared to on-premises infrastructure.

6. Data governance and security

As organizations integrate data from multiple sources, maintaining data governance and security becomes crucial. Establishing data governance policies and ensuring compliance with data protection regulations are vital steps in maintaining data integrity and safeguarding sensitive information. Implementing robust data security measures, such as encryption and access controls, helps protect against data breaches and unauthorized access.  

IBM Planning Analytics for Integrated Business Planning

IBM Planning Analytics   is a highly scalable and flexible solution for Integrated Business Planning. It supports and strengthens the five pillars discussed above, empowering organizations to achieve their strategic goals and make better data-driven decisions.  With its AI- infused advanced analytics and modeling capabilities, IBM Planning Analytics allows organizations to integrate strategic, operational, and financial planning seamlessly. The solution enables cross-functional collaboration by providing a centralized platform where teams from various departments can collaborate, share insights, and align their plans.  IBM Planning Analytics also offers powerful data integration capabilities, allowing organizations to consolidate data from multiple sources and systems, providing a holistic view of the business. The solutions’s robust embedded AI predictive analytics uses internal and external data and machine learning to provide accurate demand forecasts. IBM Planning Analytics supports continuous monitoring and performance management by providing real-time reporting, dashboards, and key performance indicators (KPIs) that enable organizations to track progress and take proactive actions.  As the business landscape continues to evolve, embracing Integrated Business Planning is no longer an option but a necessity for organizations. To succeed in this dynamic environment, businesses need an integrated approach to planning that brings all the departments and data together, creating a symphony of collaboration and coordination.

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By: Henry Canitz

Increasingly, company executives are viewing supply chain functions as critical to business success. This shift has driven initiatives across organizations that aim to improve performance, lead to more effective decision-making processes, and balance and align supply and demand.

According to the Aberdeen Group report “Sales and Operations Planning: Strategies for Managing Complexity within Global Supply Chains,” being best in class versus a laggard in these areas can result in a 47 percent increase in year-over-year gross profit margins, a 2.7 percent decrease in year-over-year cash-to-cash cycle time, a 28 percent improvement in orders that are on-time-in-full and a 31 percent better forecast accuracy three months out. Research firms, solution providers, subject matter experts and even end users have difficulty agreeing on an industry standard term for this process. Some refer to it as sales and operations planning (S&OP) or sales, inventory and operations planning (SIOP); in the retail world, you can find merchandizing, inventory and operations execution (MIOE), or simply integrated planning; and others opt for integrated business planning (IBP).

Regardless of the name, its importance to company health is obvious, as it can significantly lower costs, increase agility, improve Customer Relations and boost profits. The industry may settle on a term one day. Until then, three overlapping concepts — executional, tactical and strategic planning — can help clarify the objectives and potential of this methodology.

Executional planning deals with balancing and aligning supply and demand in the near-term, often within the span of a planning cycle. Decisions tend to be prompted by exceptions and disruptions — and thus are made on the fly to ensure customer orders are met and financial objectives are made. This near-term planning horizon involves workflow; exception-based messaging; alerts; and visibility to supply, demand and transportation. Often, specific scenarios are analyzed — for example, if a customer order can be accepted, if people should work overtime or if expedited shipping is the best option.

Tactical planning encompasses just a few months to 18 months or more, depending on the business. The goal is to plan at an aggregated level and then make effective midcourse adjustments in resources and partners in order to respond to changes in demand. Activities include new product introduction planning, decisions about product life cycles, product-family-level demand projections, running high-level capacity analyses, optimizing inventory positions and making any adjustments that are necessary to meet expected demand while aligning with company objectives.

A multitude of scenarios can be run, including optimistic versus pessimistic plans, inventory postponement trade-offs, whether to add suppliers or production capacity, transportation and warehousing alternatives, and more.

Strategic planning describes high-level balancing and alignment over a long time horizon. Companies may look out three, five or 10 years to plan for new category introductions, moving a plant or warehouse, or entering new countries or regions. Some call this IBP, while others also include tactical and strategic activities under the IBP umbrella. Alternative scenarios are used to make financial projections, plan investments and compare potential strategies through volumetric and financial metrics.

With these three concepts in mind, consider the following breakdowns of the different tactics:

  • S&OP is an integrated business management process through which an executive team continually achieves focus, alignment and synchronization among all functions of the organization. In practice, S&OP processes rarely stretch far enough to cover all the bases of integrated, tactical and strategic business planning and tend to focus on developing a demand consensus or tactical volumetric supply and demand balancing. 
  • SIOP is, frankly, a superfluous attempt to emphasize the importance of inventory. It’s unnecessary, but if you need to use this term to move your program forward, please continue to do so. Like S&OP, most SIOP processes focus on tactical volumetric balancing, rather than delivering true integrated planning capabilities.
  • MIOE aims to establish a periodic planning process that meets the requirements of each business function, integrates company strategy with execution activities, and balances supply and demand while exceeding customer expectations. Retail planning activities — including merchandize planning, allocation, replenishment, and distribution and transportation — parallel the elements of what manufacturers call S&OP.
  • IBP focuses on ensuring continuous alignment among demand, inventory, supply and manufacturing plans on the one hand, and between the tactical and strategic business plans on the other, in an effort to maximize operational performance and meet financial objectives. IBP is a fairly new competitive weapon for supply chain leaders in the battle to accelerate, direct and optimize business decisions for both near- and longterm planning. IBP encompasses S&OP, SIOP and MIOE across all time horizons.

Whether key stakeholders hail from sales, inventory, marketing, purchasing, production or finance functions, they are all from the same business and engaged in planning activities that are closely integrated. In this way, IBP is the best term to describe the regular actions, behaviors and processes that heighten performance, bring about better decision-making, and optimize supply and demand.

Ensure IBP success

The following step-by-step checklist comprises the main capabilities necessary to maximize IBP:

  • Smoothly integrate S&OP and strategic planning under one comprehensive process. Align and synchronize your strategic and tactical planning, including S&OP, annual operations, and financial and strategic business planning. IBP should encompass strategic plans, initiatives, activities, and regional and multidivisional operational plans.
  • Perform fast simulations, comparisons and what-if scenarios. You need unprecedented global visibility in order to drive a higher level of proactive decision-making. Make sure your team can model the entire supply chain, including plants, suppliers, storage facilities, partner capabilities, customer locations and lanes of transportation, so you can identify any disconnects between supply and demand months or years in advance.
  • Compare actual performance to the plan. Global supply chains are always in motion. You need to quickly detect the differences between plans and actuals and then respond in an efficient manner. The ability to sense and highlight shifts in the extended supply chain — particularly as they relate to the agreed-upon plan — is vital. Then, you should be able to suggest an optimal solution while adhering to predetermined company goals and objectives through multiple scenario comparisons.
  • Develop plans that evaluate both financial and volumetric performance. Establishing one comprehensive plan that spans strategic and tactical horizons reveals the true merits of multiple alternative paths. Break away from silos, and combine information from sales, marketing, production, procurement, transportation, finance and external partners in a single system to keep your team aligned while streamlining planning processes and responding effectively to supply chain disruptions or new opportunities. A good question to ask is, In addition to balancing financial criteria against constraints, demand prioritization and Customer Relations objectives, can we analyze alternative scenarios based on revenue, profit, capacities, Customer Relations and other critical business metrics?
  • Plan across global, regional and multidivisional organizations. Although global supply chains continue to increase in complexity, often the biggest opportunities for cost reduction and Customer Relations improvements lie in the ability to manage the entire supply chain as a system. It’s important to be able to adapt to regional differences in business processes, currencies, objectives, metrics and supply chain structures in order shift regional plans into a consolidated strategy and identify previously hidden opportunities.
  • Assess timing, impact and risk of new product introductions. With the number and frequency of launches on the rise, the need to address this area is critical because the most difficult planning problems often occur here. New product planning often takes place across multiple functions or even organizations. IBP can help facilitate this process through collaborative workflow and active messaging. In addition, the ability to compare the performance of a new product to the agreed-upon plan, quickly identify deviations and provide rich what-if analysis plays a major role in determining appropriate actions.
  • Visualize operational risk and develop mitigation plans. Disruptions happen more often in today’s globally complex supply chains. For many, it’s only a matter of when, where and how often disruptions will affect Customer Relations and company profitability. The ability to visualize operational risk with enough detail, accuracy and lead time to successfully mitigate the potential hazards is a key business capability. You must sense disruptions and highlight data to enable management by exception. Again, powerful what-if analyses, network scenarios and graphical comparisons help identify an optimal response.
  • Model your business over multiple time horizons. Most organizations perform both short-term tactical and long-term planning, at least in some form. In many cases, these processes land on conflicting paths forward because the planning is disconnected and run by different sets of people using different data, assumptions and supporting systems. Effective IBP requires all business-planning efforts across all time horizons to be synchronized. IBP is an effective tool in this regard because it supports the needs of all planning efforts and makes it easier for changes made in one plan to be reflected in others at the appropriate levels of aggregation and in suitable units and time horizons.
  • Evaluate alternate product aggregations. Every business function needs to plan at different levels of aggregation to support its goals. Purchasing considers data by supplier; manufacturing views data by what is produced; transportation is concerned with optimizing lanes and loads; sales strategizes by region, customer and account; finance plans by business; and executive management reviews data on company performance. The plans of the various functions have unique purposes, but they all must be coordinated and based on uniform data. A flexible IBP data hierarchy enables simple, real-time changes to data aggregation.

Moving forward together

IBP is powerful because it brings together the often-fragmented worlds of strategic and tactical planning. In this way, the methodology can provide continuous alignment among supply, demand, inventory, manufacturing, tactical and strategic business plans in order to maximize operational performance and meet financial objectives. Now is the time to drive change in your organization.

About the Author

Henry Canitz Product Marketing & Business Development Director, Nulogy

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Integrated Business Planning – Introduction, Overview, and Current Best Practice

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  • Integrated Business Planning

Integrated Business Planning (IBP) remains a critical enabler of business success for many leading organizations, and continues to ensure alignment and focus to respond to a changing world.

Why should an organization invest in IBP?

In this uncertain world, it is vital that executive and general management teams in your business are able to anticipate change early, understand key implications, and make timely decisions to ensure you stay ahead of the competition and keep your organization securely on track.

But for IBP to drive real success in your business, education and knowledge must cascade its way throughout the entire organization. That’s why this workshop has been designed not only for leaders but for those who engage with them. Unforeseen events can be detected early and addressed with speed and agility through planned actions rather than fire-fighting. Which means you’ll always remain on course to achieve your business goals.

You should consider this workshop if:

  • You are struggling to align your organization in an ever-changing world and/or are caught up in a cycle of firefighting and inefficiency.
  • You keep missing budgets and forecasts yet spend a lot of time preparing plans nobody believes.
  • You are caught in a siloed organization with functional or ineffective decision-making.
  • You have been introduced to IBP (either by Oliver Wight or your own research) and want to learn more about the process and how to deliver success for your organization and industry.
  • You are an organization running an S&OP/IBP process already and feel that it is not delivering the results you expect.
  • You are an organization using IBP and are part of the process. You want to learn how to support the process more effectively.
  • You are an organization considering a major tool investment to support IBP but need to be sure that you are taking the right approach.

Who should attend?

  • Executives and business leaders who have been introduced to IBP and want to learn more about how it can work in their organization.
  • Decision-makers who are thinking about implementing IBP either as a process or a tool journey.
  • Smaller organizations who are not ready for a full program but are considering implementing IBP.
  • Managers who are in a business running IBP/S&OP today and want to understand best practices to better execute their roles.
  • Key stakeholders in businesses who are running or implementing IBP today with Oliver Wight as implementation partners either in the past or present, who require IBP introductory education.

Workshop overview

During this workshop, you will learn from Oliver Wight - the originators and thought leaders of IBP - about how it works and how it can deliver success.

Combining process foundations with practical insights, this workshop will be valuable for organizations considering implementing IBP, as well as leaders and process owners involved in delivering IBP in their organizations today.

During the workshop your instructor will

  • Introduce IBP as a formal management process of choice, regardless of business and sector, and explain the benefits it should deliver.
  • Describe the way IBP aligns the modern organization from planning to financial and matrix integration, and ensures focused decision-making to deliver the strategy and close gaps between ambition and reality.
  • Cover the core components of modern IBP – Portfolio, Demand, and Supply Chain Management – both from a process and focus perspective.
  • Explain the critical requirements, including process, roles, measures, and reviews, and the importance of integrated reconciliation, financial integration, IBP facilitation, and the executive Management Business Review.
  • Cover the challenges and requirements to support the implementation change journey, including process and tool integration.

Workshop objectives and expected outcomes

After completing this one-day workshop you will:

  • Gain clarity on what IBP looks like and how it is designed to deliver excellence to modern organizations regardless of industry or sector.
  • Understand the foundational principles that support IBP success and how IBP potentially challenges some of the embedded norms and behaviors in your organization.
  • Learn practical knowledge about key process components, what is required to make them work, and the ability to understand the gap between the process and what you are doing today.
  • Understand how IBP is evolving and why it is more relevant than ever for the modern organization in a changing world, with evolving thought leadership in key areas.
  • Have visibility of the challenges that drive IBP implementations and understand why it is important to focus on behavior and process in the right way to ensure success.
  • Learn from practical examples and references from the Oliver Wight presenters, using their experience to guide your journey and challenges, whilst networking with other delegates.

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Over 70 fortune 500 companies have trusted Oliver Wight to help them understand their business needs. See what a few of our clients have said. Our primary objective has always been to be our clients’ most trusted external advisor. The quality of our people is the cornerstone of our ability to serve our clients.

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"So far, we estimate that process improvements and efficiencies have delivered savings of approximately €2 million." Doctor Egiziano Iencinella Supply Chain Director

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“Really concise overview of the whole IBP process – perfect for Executives to understand the process, and for others to refresh their memory on some of the key principles." Mike Higgins Head of European Logistics

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“Mind blowing and educational. This workshop clearly defines the strategy and vision of what IBP will bring!” Planning and Logistics Manager Industrial Engineering Organisation

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Sap ibp advanced configuration.

  • ​​SAP IBP OD 2305​
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  • In this course you will start exploring IBP configuration of master data objects and planning areas, key figures, currency and UOM conversion, and progress to more advanced topics. Instructor-led training is supplemented with hands-on exercises. IBP300 is an intensive and detailed course. DO NOT attempt to take this course without first completing IBP100 – SAP IBP for Supply Chain Overview, AND IBP200 - SAP IBP Platform Features and Time Series Based Heuristics Planning. If you attempt to take IBP300 without first completing the mandatory prerequisite courses, you will not achieve the maximum benefits and some concepts may be difficult to comprehend.

Course information

  • Overview of configuration activities in SAP Integrated Business Planning 
  • Configuration 
  • Using Configuration to Model a Business 
  • Creating an Attribute
  • Creating a Simple and Compound Master Data Type 
  • Creating a Time Profile 
  • Creating a Planning Area and a Planning Level 
  • Creating a Key Figure and writing a Key Figure Calculation 
  • Creating a Version and a Reason Code 
  • Model Activation 
  • Activating a Planning Area and troubleshooting activation errors 
  • Active Object Deletion
  • Data Integration
  • Identifying data import options
  • Importing Data Using the SAP IBP Web UI
  • Planning Area Copy, Merge and Download/Upload 
  • Performing a Simple Copy (Create New) of a Planning Area 
  • Performing New with Dependencies (Advanced) Copy of a Planning Area
  • Performing a Planning Area Merge
  • Downloading, Uploading and Comparing Planning Areas
  • Exporting and Importing Planning Areas
  • Using SAP Preferred Naming Conventions 
  • Key Figure Functions 
  • Implementing Disaggregation
  • Using Helper Key Figures 
  • Configuring Change History 
  • Creating Snapshots Key Figures 
  • Currency Conversion 
  • UOM Conversion and Price Conversion 
  • Creating Time Independent Key Figures 
  • Converting Units of Measure (UOM)
  • Converting price 
  • Attribute Transformations 
  • Advanced Configuration Topics  
  • Simplified Key Figure Calculations 
  • Configuring Period Shift
  • Configuring Last Period Aggregation 
  • Configuring Weighted Average
  • Cumulative and Rolling Aggregation
  • Configuring Coverage Calculation
  • Configuring Split Factor Calculations
  • Planning Operators and Application Jobs 
  • Planning Operator Overview
  • Purging Key Figure Data (PURGE) 
  • Copying and Disaggregating Key Figure Values
  • Creating a Job Template
  • Creating an ABC Classification 
  • Supply Review - Setting an Alert in Favorite 
  • Using Supply Calculations to Understand Planning Levels
  • Setting up an Alert in a Favorite
  • Comparing Versions and Scenarios 
  • Creating and Comparing Versions and Scenarios
  • This course will prepare you to:
  • Use configuration to adapt pre-delivered models and build planning areas from scratch.
  • Work with advanced configuration features and functions of the SAP IBP for Supply Chain solution.
  • Test your configuration solution using Planner Workspace
  • IBP Application Consultants 
  • Business Process Architects 
  • Business Process Owner / Team Lead / Power User 
  • Solution Architect 

Prerequisites

  • IBP100 - SAP IBP for Supply Chain, Overview
  • IBP200 – SAP IBP Platform Features and Time Series Based Heuristics Planning * Recommended: 

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  • SAP IBP OD 2402

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Continuous Integrated Planning Techniques

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integrated business planning courses

Annual budgets require months to prepare and too often are obsolete before they are actually completed. That defeats their original intent which was to foster greater financial control and administration. They also tend to only be an inward look at the company’s finances and how they are to be controlled for the next year. Strategic plans take a more outward and continuous view of all necessary resources including: manpower, units, facilities, growth, and the company’s position in its markets. Both planning processes tend to be siloed and lack the comprehensive view that integrated planning provides.

Integrated business planning is the process of connecting the strategic planning function across an organization to improve its internal alignment, annual budgets and financial performance. Integrated planning links strategic planning, operational planning and financial planning. Linking all plans and forward looking assumptions across an enterprise, executives and other decision makers are able to evaluate plans more realistically, uncover inconsistencies and risks and assess opportunities.

In this course, you learn emerging techniques to master key objectives through integrated planning. You learn how to develop an integrated plan that fosters inter-departmental collaboration and promotes agility to help your company rise to the challenges of a volatile economy and changing markets.

Learning Objectives

  • Articulate the differences between a financial budget and a continuous integrated plan.
  • Establish that better decisions and less risk can be accomplished by preparing contingency plans ahead of time.
  • Discover how to successfully manage the entire business by utilizing integrated planning techniques to better achieve strategic intent.
  • Appreciate that greater financial success and improved agility is better achieved through completely open and honest communication across all primary functions of the organization.

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Prerequisites

Prerequisite: Exposure to corporate strategy and a basic understanding of accounting, financial planning and control.

Advanced Preparation: None

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integrated business planning courses

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Introduction to SAP Integrated Business Planning for Demand

After completing this lesson, you will be able to:

  • Explain Demand Planning challenges using SAP IBP for Demand

integrated business planning courses

In this unit, we will bring you through the main steps of the Demand Planning process in SAP Integrated Business Planning for demand as well as the process of consolidating and validating the global demand that would typically be done in SAP IBP for sales and operations.

SAP IBP contains a world-class demand management solution, combining both Statistical Forecasting and best of breed Demand Sensing algorithms via SAP IBP for demand as explained in the figure.

integrated business planning courses

Such a solution can help to resolve the following types of business challenges: high market volatility, increasing variation in demand, and identifying increasing and decreasing customer demand.

integrated business planning courses

Demand forecasting needs to consider volatile factors in the future. Such changes could be changes in customer demand, changes in supply, promotions, product introductions and discontinuations. It has to predict short-, mid-, and long-term requirements.

integrated business planning courses

SAP IBP for demand consists of traditional demand planning (mid— and/or long-term) and demand sensing (short-term forecasting).

Mid- or long-term forecasting helps you to cope with the uncertainty of the future, relying on historical data and on the analysis of trends. Demand Sensing makes these mid- or long-term results more accurate in the short-term horizon.

Demand Sensing is closer to execution. It is specific, disaggregated, and immediate.

Think about the different perspectives and statements. What would you expect? Can you identify with some of the statements? SAP IBP for demand addresses your concerns with all functionality studied previously.

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integrated business planning courses

Integrated Business

Pursuit of an integrated business degree allows a student to experience multiple facets of business within one major program. This non-specialized degree allows students to gain knowledge in key functional areas of business.

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Curricular Plan of Study

For the most up-to-date listing of required courses for the Integrated Business BSBA, please visit the UCF Catalog .

Select College of Business Administration and navigate to Integrated Business BSBA for program information.

Admission to UCF does not equate to admission to the College of Business. After receiving admission to UCF, students must qualify to be admitted to the college, and therefore, all students enter the University as a ‘pre’ business major. This applies regardless of the specific business major a student intends to pursue. These requirements can be found within the UCF Catalog .

For additional questions, please contact the Office of Professional Development .

Internships & Co-Ops

All internships are now housed within the Office of Professional Development. Learn More

What can I do with this major?

General information and strategies.

  • Integrated business is a broad area that can lead to many career opportunities. Students should clearly define their goals and seek experiences and skills necessary to reach those goals.
  • Gaining relevant experience through part-time and summer jobs or internships is critical.
  • Learn about various fields of business through research on internet sites and books, informational interviews of professionals, and exposure to work environments through shadowing, volunteering, or interning.
  • Develop interpersonal and organizational skills through participation and leadership roles in student organizations. Strong communication skills, including public speaking, is very important to achieving success in this field.
  • Learn to work effectively with a wide variety of people and to work well in a team environment.
  • Get involved in student professional associations in field of interest.
  • Develop and utilize a personal network of contacts. Once in a position, find an experienced mentor.
  • Consider earning an MBA or other related graduate degree after gaining work experience to reach the highest levels of business management.
  • See also “What Can I Do With This Major?” for Management, Marketing, Finance, Human Resources, and Accounting for additional information.
  • Real Estate
  • Human Resource Management

Ready to Get Your Business Degree?

Applying to the University of Central Florida is easy and straightforward.

GET STARTED!

Kodakco Blog

What is Integrated Business Planning (IBP)?

Integrated Business Planning

Integrated business planning (IBP) is a business concept that helps executives in strategic decision-making by optimizing resources, fostering a transparent culture, coordinating operations, and holding employees accountable. It can boost sales and expand operations by comparing IBP to standard operating procedures. Ever wondered what is Integrated Business Planning (IBP)? Read this blog for further details on IBP.

Understanding Integrated Business Planning (IBP)

An approach that firms can employ to assist them match their objectives with their operations and strategy is called integrated business planning. A company’s supply chain management, financial status, marketing and sales strategies, and resources are just a few of the variables that are taken into consideration by IBP. IBP was initially created in the 1980s by management consultant Oliver Wight.

Eligibility for Integrated Business Planning (IBP) course

Depending on the objective or level of the course, standard prerequisites may vary. However, basic eligibility is as follows:

  • A high school degree is the absolute minimum required to enrol.
  • A bachelor’s degree is required for some advanced classes or certifications.
  • Foundational business courses may include basic concepts including marketing, operations, and finance.
  • Prior knowledge in specific fields or industries can be helpful.
  • Certain courses might call for technical proficiency with the SAP IBP program.

Fee for Integrated Business Planning (IBP) course

The fee structure of various providers and institutions varies. Some may charge a few hundred dollars for beginner courses, but programs aimed at advanced skills or certification may run into the multiple thousand dollar range. Numerous variables, like the course’s format, duration, location, and rapport, can greatly affect the cost. The cost of the SAP Integrated Business Planning course is approximately ₹34500 at accredited institutions like Kodakco.

Duration of an Integrated Business Planning course

The ideal length of an IBP course varies based on the course level, delivery method, personal demands, and learning style. Below are the basic duration of the course:

  • Traditional in-person classroom courses provide in-depth learning opportunities and might run from a few days to several weeks.
  • Online courses are flexible, lasting anything from a few weeks to several months.
  • Live sessions combined with online modules usually take place over several weeks or months.

Integrated Business Planning course syllabus

Depending on the provider and course level, there might be substantial differences in the structure and content of SAP IBP courses. Some common syllabi are as below:

  • Introduction, Crucial IBP Procedures
  • Concepts of Planning
  • Working together and communicating
  • Putting IBP Advanced Concepts into Practice
  • Data-Oriented IBP
  • Managing and Leading IBP, among other things

Jobs following an SAP IBM Course

SAP IBP training leads to a variety of work opportunities as below: Project manager, data analyst, business process analyst, SAP IBP consultant, and many more roles. Demand and supply planners, inventory planners, S&OP (sales and operations planning) specialists, IBP analysts, specialized IBP positions, and so forth are examples of core IBP positions. Jobs unique to a particular industry include supply chain planners in manufacturing, demand planners in retail, financial analysts in the financial services sector, and so forth.

Kodakco- SAP IBP Training course

Ratings: 9.6/ 10.

Kodakco offers a detailed SAP IBP Training course, covering supply chain management, demand forecasting, and multistage inventory optimization. The SAP IBP course from Kodakco is ranked among the top 3 SAP courses. Kodakco, a tech consultancy specializing in SAP, offers upskilling services in Hyderabad and San Francisco, focusing on cloud analytics and other business-to-business applications, prioritizing customer needs and enhancing their capabilities.

Contact/Whatsapp: +91 9311822748

Fee: approximately ₹34500, duration: 44 hours of live online session, mode: online, benefits of kodakco.

  • Five-in-One Course Exam Support
  • 100 per cent hands-on training ranked in the top three SAP courses.
  • Access the E-Learning Portal via a Mobile App with a 100% money-back guarantee.
  • Use the EPM Formatting sheet’s features to your advantage and work on it to make your data appear polished and appealing.
  • With 100% placement assistance from our professionals, launch your career in the SAP space and pass the SAP Certification exam.

Related courses from Kodakco

SAP FICO Training course SAP MM Training course and so on.

Kodakco in other cities

Telangana, Noida and others.

Recommended reads

Understanding the benefits of SAP Software Best SAP IBM courses

Integrated Business planning involves a comprehensive management process including sales, marketing, finance, operations, and logistics to create a strategic and operational plan. This process is crucial for career advancement, improved business acumen, and organizational transformation. If you’re considering taking an IBP course, ensure it aligns with your career goals and provides practical skills and knowledge.

Q1. To whom might IBP training be beneficial? Ans. This course is open to everyone in business from managers, leaders, and entrepreneurs to aspiring CEOs.

Q2. Is integrated business planning limited to large organizations? Ans. Integrated planning principles are beneficial to firms of all sizes.

Q3. Can I learn IBP without a course? Ans. Yes, with digital resources, certificates, and self-study, however, a course gives structured training and mentoring.

Q4. What is covered in an integrated business planning course? Ans. Strategic planning, data analysis, cooperation abilities, and a holistic perspective on the company. It’s a business information powerhouse, from data-driven decision-making to strategic planning.

Q5. How does IBP increase the speed of businesses? Ans. Integrated planning and insights, and business plans can quickly adjust to changes in the market.

Related Posts

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Integrated Business Planning

  • Course Content
  • Requirements & Materials

COURSE ID: LOG 3162P

Contact for course-related questions

This course provides a holistic view of corporate profitability and supports effective complexity management. Learners will discover the challenges of today’s operating environment with big data, cross-functional consensus, and strategies that impact profitability. Gain an understanding of the integrated business planning (IBP) building blocks to solve these challenges. Breakout sessions give you the chance to apply these IBP concepts with an interactive tool.

THE DIFFERENCE BETWEEN SALES AND OPERATIONS PLANNING (S&OP) AND INTEGRATED BUSINESS PLANNING (IBP) ACTIVITIES

THE VALUE OF IBP TO INCREASE PROFITABILITY AND DECREASE NET LANDED COST TO SERVE BY DEVELOPING AND IMPLEMENTING TARGETED OPERATING STRATEGIES (I.E. CUSTOMER/PRODUCT SEGMENTATION ACTIVITIES)

HOW DECISION MAKERS CAN MAKE SMARTER DECISIONS AND CREATE LASER-SPECIFIC STRATEGIES USING DETAILED AND ACTIONABLE PERFORMANCE INSIGHTS

THE THREE MAIN BUILDING BLOCKS FOR CREATING AN EFFECTIVE IBP SOLUTION

  • Laptop computer capable of accessing the internet (Wi-Fi access provided in class)
  • In-class software demonstration
  • Course notebook with hand-outs

Session Details

Special Discounts: Register and pay for all required courses in a Supply Chain & Logistics certificate and receive a discount of 17% off per course. Enter coupon code SCL-Cert at checkout. Returning students of the Supply Chain & Logistics Institute (SCL) courses or alumni of GT EMIL and MSSCE programs are eligible to receive a 10% discount. Enter coupon code SCL-Alum at checkout. Members of certain organizations are eligible to receive a 10% discount. Enter coupon code SCL-Org at checkout. Review coupon instructions for more information.

Upcoming Sessions

Previous sessions, who should attend.

This course is designed for chief financial officers; supply chain finance, marketing or sales executives (managers, directors, vice presidents, executive vice presidents); supply chain and logistics managers, consultants, supervisors, planners, and engineers; supply chain education and human resource management personnel, inventory planners, procurement and sourcing analysts and managers; and transportation planners, managers, and engineers.

Supply chain and logistics professionals learning in classroom

What You Will Learn

  • The fundamentals for building IBP
  • IBP techniques application
  • Big data techniques

Supply chain professionals collaborating in warehouse

How You Will Benefit

  • Develop a solid understanding of IBP in terms of definition, challenges, and competitive benefits.
  • More effectively champion the need for IBP in cross-functional activities.
  • Understand the value of IBP in developing specific strategies and measuring their impact.

Grow Your Professional Network

Taught by experts in the field.

I am really impressed with the scope of subjects covered and the practical case studies in diverse sectors from health, education, and other public sector projects.

Related Programs

Supply chain distribution warehouse

Access (ADA)

The Georgia Tech Global Learning Center and Georgia Tech-Savannah campus is compliant under the Americans with Disabilities Act. Any individual who requires accommodation for participation in any course offered by GTPE should contact us  prior to the start of the course.

Courses that are part of certificate programs include a required assessment. Passing criteria is determined by the instructor and is provided to learners at the start of the course.

CEUs are awarded to participants who attend a minimum of 80% of the scheduled class time.

  • Citizenship

Georgia Tech’s Office of Research Security and Compliance requires citizenship information be maintained for those participating in most GTPE courses. Citizenship information is obtained directly from the learner at the time of registration and is maintained in the Georgia Tech Student System.

Code of Conduct

Learners enrolled in any of Georgia Tech Professional Education's programs are considered members of the Georgia Tech community and are expected to comply with all policies and procedures put forth by the Institute, including the  Student Code of Conduct  and Academic Honor Code .

Course Changes and Cancellations

Please refer to our  Terms and Conditions  for complete details on the policies for course changes and cancellations.

Data Collection and Storage

Participants in GTPE courses are required to complete an online profile that meets the requirements of Georgia Tech Research Security. Information collected is maintained in the Georgia Tech Student System. The following data elements are considered directory information and are collected from each participant as part of the registration and profile setup process:

  • Full legal name
  • Email address
  • Shipping address
  • Company name

This data is not published in Georgia Tech’s online directory system and therefore is not currently available to the general public. Learner information is used only as described in our Privacy Policy . GTPE data is not sold or provided to external entities.

Sensitive Data The following data elements, if in the Georgia Tech Student Systems, are considered sensitive information and are only available to Georgia Tech employees with a business need-to-know:

  • Georgia Tech ID
  • Date of birth
  • Religious preferences
  • Social security numbers
  • Registration information
  • Class schedules
  • Attendance records
  • Academic history

At any time, you can remove your consent to marketing emails as well as request to delete your personal data. Visit our GTPE EU GDPR page for more information.

Inclement Weather

Classes and events being held at the Georgia Tech Global Learning Center in Atlanta or Georgia Tech-Savannah campus may be impacted by closures or delays due to inclement weather.

The Georgia Tech Global Learning Center will follow the guidelines of Georgia Tech main campus in Atlanta. Students, guests, and instructors should check the  Georgia Tech homepage  for information regarding university closings or delayed openings due to inclement weather. Please be advised that if campus is closed for any reasons, all classroom courses are also canceled.

Students, guests, and instructors attending classes and events at Georgia Tech-Savannah should check the  Georgia Tech-Savannah homepage  for information regarding closings or delayed openings due to inclement weather.

Program Completion

GTPE certificates of program completion consist of a prescribed number of required and elective courses offered and completed at Georgia Tech within a consecutive six-year period. Exceptions, such as requests for substitutions or credit for prior education, can be requested through the petition form . Exceptions cannot be guaranteed.

Please refer to our  Terms and Conditions  for complete details on the policy for refunds.

Smoking & Tobacco

Georgia Tech is a tobacco-free and smoke-free campus. The use of cigarettes, cigars, pipes, all forms of smokeless tobacco, and any other smoking devices that use tobacco are strictly prohibited. There are no designated smoking areas on campus.

Special Discounts

Courses that are eligible for special discounts will be noted accordingly on the course page. Only one coupon code can be entered during the checkout process and cannot be redeemed after checkout is complete. If you have already registered and forgot to use your coupon code, you can request an eligible refund . GTPE will cancel any transaction where a coupon was misused or ineligible. If you are unsure if you can use your coupon code, please check with the course administrator.

GTPE does not have a program for senior citizens. However, Georgia Tech offers a 62 or Older Program for Georgia residents who are 62 or older and are interested in taking for credit courses. This program does not pay for noncredit professional education courses. Visit the Georgia Tech Undergraduate Admissions page for more information on the undergraduate program and  Georgia Tech Graduate Admissions  page for more information on the graduate program.

Group Registrations

How do i register my group.

There is no special process or form to register your group. All interested learners must create and manage their own individual profiles, accounts, and registrations.  

  • Complete a GTPE profile .
  • Shop for a course .
  • Add the course(s) to the cart.*
  • Apply a group discount code (if applicable).
  • Provide an accepted payment method to complete the order (credit card, third party credit card holder, or one accepted payment document).  

*Carts will remain active for 14 days, but seats are not held until the transaction is complete.

How do I apply for a group discount?

Courses that offer group discounts will display the discount code on the course page. Your employees will use the code during the registration process and cart totals will adjust accordingly. Group discounts can only be used if three or more employees from the company attend the same course and only one coupon code can be use per shopping cart.

If you have already registered and forgot to use your coupon code, you can request an eligible refund .

What are the accepted payment documents if I am unable to pay by credit card?

Accepted payment documents must be uploaded during the registration process. They include:

  • A company purchase order (PO or SF182)
  • A letter of authorization on company letterhead
  • A corporate education application/voucher

What are the requirements for payment documents?

  • Name of company and physical address
  • Name of employee(s) approved for training
  • Document number (SF-182 documents: Section C, Box 4)
  • Billing address (SF-182 documents: Section C, Box 6)
  • Course title and course dates
  • Maximum disbursement amount (billing amount)
  • Expiration date (if applicable)
  • Authorized signature(s)
  • Payment terms less than or equal to net 30

The employee can print of a copy of their shopping cart to submit if required for payment documents. The cart will remain active for 14 days, but the seat will not held until registration and payment is complete.

Registrations cannot be processed without payment. If your employee is concerned about losing a seat in a class because of internal company processes, we suggest that they go ahead and register and pay with a personal or corporate credit card and seek reimbursement.

Who can I contact for assistance?

If you need assistance with your group registration or have questions on how to start the process, please feel free to contact us at 404-385-3501 or [email protected] .

Individual Registrations

Where are your courses held.

Most GTPE classroom courses are held at the Georgia Tech Global Learning Center (GLC). Any courses that are held elsewhere will be clearly marked on the course page. Get information on parking, directions, and transportation to the GLC.

Do you provide overnight guest rooms?

We do not provide overnight rooms. However, accommodations can be made at the Georgia Tech Hotel and Conference Center, adjacent to us. Additional hotels can be found within walking distance. Get more information on accommodations .

What if I need to transfer to another course?

Learners may transfer to another course of equal or greater cost if notification is made at least 10 business days prior to the original course start date. The course to which one transfers must already be scheduled.

When should I register for a course?

We recommend you register for courses as early as possible. Session details will indicate when there is less than five reamining seats in a particular session.

How can I make updates to my contact information?

Updates to your company, address, email, phone, and passwords can be made directly on the GTPE website. Name changes and citizenship changes must be submitted to the GTPE Registrar’s Office.

How can I register for a course?

  • Apply a special discount code (if applicable).

Do you accept walk-in registrations?

Walk-in registrations are accepted based on space availability but are not guaranteed for any courses.

Do you offer special discounts?

If available, discounts will display on the course page or will be automatically applied during the purchase process. Only one coupon code should be entered during the checkout process and will be validated by the system if applicable to items in your cart. If you have already registered and forgot to use your coupon code, you can request an eligible refund .

GTPE does not have a discount program for senior citizens. However, Georgia Tech offers a 62 or Older Program for Georgia residents who are 62 or older and are interested in taking for credit courses. This program does not pay for noncredit professional education courses. Visit the  Georgia Tech Undergraduate Admissions  page for more information on the undergraduate program and the  Georgia Tech Graduate Admissions  page for more information on the graduate program.

What professional education programs are eligible for veteran education benefits?

The following GTPE programs are eligible for veteran education benefits:

  • Construction Safety and Health Certificate Program (Atlanta campus courses only)
  • Project Management Certificate Program (Atlanta campus courses only)
  • Safety and Health Management Certificate Program (Atlanta campus courses only)

View the GTPE veteran’s GI Bill benefits checklist for more information.

Do you have a program for senior citizens?

GTPE does not have a program for senior citizens. However, Georgia Tech offers a 62 or Older Program for Georgia residents who are 62 or older and are interested in taking for credit courses. This program does not pay for noncredit professional education courses. Visit the Georgia Tech Undergraduate Admissions page for more information on the undergraduate program and the Georgia Tech Graduate Admissions page for more information on the graduate program.

What happens if my course is cancelled?

In the event of a cancellation, we will provide you with a full refund or transfer to an equivalent course.

Do I need a student visa to take a course?

Short courses (1-5 days) and conferences do not require a student visa. A B-2 Tourist Visa, along with a copy of your registration confirmation email and a copy of your completed web registration order page, should suffice.

If participation in a course is employment related, with immediate departure from the U.S., then a B-1 Temporary Business Visa will be required.

We encourage you to contact your U.S. Consulate or Embassy to determine visa eligibility. Full refunds will be provided to participants who are unable to obtain an entry visa and contact our office prior to the start of the course.

English as a Second Language students should contact the Language Institute for admission and visa requirements.

Do you provide letters of invitations or immigration documents for student visas?

We do not issue letters of invitation and cannot provide immigration documents for the issuance of a student visa. Full refunds will be provided to participants who are unable to obtain an entry visa and contact our office prior to the start of the course.

What payment methods do you accept?

Full payment is due at time of registration. Accepted payment methods include:

  • Credit cards
  • Purchase orders (company and government)
  • International wire payments *
  • Georgia Tech Workday Number (for Georgia Tech employees only)
  • Private loans *
  • GI Bill benefits * (Eligible Atlanta campus courses only. Off-campus and online courses are not eligible for VA Benefits.)
  • Company checks*

* Requires document upload or transaction verification during the checkout process.

What information is needed for a purchase order?

Purchase order documents must include the following:

  • Name of company’s financial contact and/or ap (accounts payable) email address

Please do not include social security numbers on purchase order documents.

How do I pay with a company check?

  • Make your check payable to “Georgia Institute of Technology” and include the order number and participant name on the face of the check.
  • Choose “Company Purchase Order” as the payment method at checkout and upload a copy of your check to your order.

GTPE Accounting Georgia Institute of Technology Global Learning Center 84 5th St. NW Atlanta, GA 30308-1031

When is a payment due for a course?

Full payment is due at the time of registration.

How do I make a payment?

General Public Payment is due at the time of purchase. Invoice payments must adhere to the Board of Regent’s business terms of net 30.

Georgia Tech Employees PeopleSoft payments are processed at the time of registration. Georgia Tech employees cannot use PCards for GTPE registration charges.

Are there additional fees for books, supplies, or materials?

Additional fees vary by course. Be sure to review the Requirements & Materials tab on the course page for more information.

My company has offered to pay for this course. Can you invoice them directly?

Yes. Here are the steps to receive an invoice:

  • Add the course(s) to the cart.
  • Print your cart and submit to your employer as the cost estimate.
  • Receive a copy of your company’s Purchase Order or payment approval document for GTPE to invoice against.
  • Return to your cart, proceed through checkout and upload our company PO in the final payment step.
  • The GTPE Business Office will generate an invoice 10 days prior to the start of the course at which point you are no longer eligible to withdraw with fund. Your company must:
  • Abide by the Georgia Tech and Board of Regent’s business terms of net 30.
  • Pay the full balance of a Georgia Tech invoice (there are no discounts for payments made early or on time).
  • Pay the invoice if the employee fails to withdraw during the refund period and does not attend the course.

What is your policy for refunding a credit card payment?

Credit card refunds are processed to the original credit card. The credit card issuer is responsible for refund credit balances to the cardholder.

Do you offer payment plans?

We do not offer payment plans for any of our services, conferences, or courses. Payment must be made in full at time of purchase.

Will participants be issued a 1098-T tax form for courses taken at GTPE?

GTPE cannot issue 1098-T tax forms. If you have a payment history need for tax purposes, we are happy to provide you with receipts of payment. Please submit your requires to [email protected] . Be sure to include your full legal name and Georgia Tech ID which can be found within your GTPE profile .

Withdrawals, Substitutions, and Transfers

Course registration changes.

Please see our  Terms and Conditions  for complete details on our policies for course registration changes.

Transcripts, Certificates, and Credits

Are your ceus accredited.

GTPE’s use of CEU follows accepted criteria and guidelines established by the Georgia Board of Regents which follows international standards such as The International Association for Continuing Education and Training (IACET).

Do you provide transcripts or certificates for Professional Development Hours or Professional Development Units?

GTPE does not issue transcripts or certificates with Professional Develop Hours (PDH) or Professional Development Units (PDU), but the crosswalk here is provided for reference.

One CEU = 10 contact hours of instruction One PDH = 1 contact hour of instruction (one CEU = 10 PDH) One PDU = 1 contact hour of instruction (one CEU = 10 PDU)

Will I receive a course completion certificate?

Upon successful completion of most GTPE courses (80% minimum attendance and a passing grade in courses that require an assessment), you may receive a certificate indicating the number of CEUs earned. Certificate issuance exceptions include courses with outstanding credentialing entities (i.e. OSHA or PADI).

How do I request a transcript of my CEUs?

CEUs earned are recorded in the attendee’s name and will appear on a GTPE transcript. All transcripts must be requested by the attendee via the transcript request form . Requests are typically processed within three business days.

How do I petition for a program certificate audit?

For an audit of your transcript for progress toward completion of a certificate, please complete the transcript request form . GTPE courses do not provide academic or degree credit. Georgia Tech academic or degree credit is only available to matriculated students taking courses that meet degree requirements.

What requirements are required by my state and association?

For specific information on state licensing or credit requirements, please contact your state licensing board. If you are seeking certification through a professional association, please review the specific requirements with that association.

TRAIN AT YOUR LOCATION

We enable employers to provide specialized, on-location training on their own timetables. Our world-renowned experts can create unique content that meets your employees' specific needs. We also have the ability to deliver courses via web conferencing or on-demand online videos. For 15 or more students, it is more cost-effective for us to come to you.

Flexible Schedule

Group training, customize content, on-site training, earn a certificate, want to learn more about this course.

integrated business planning courses

Happy Presidents' Day!

We will be closed on Monday, Feb. 19 for the Presidents Day holiday. See you on Tuesday!

hand o a tablet screen with several data graphs

CPA Preparation

Putting financial goals in reach

Series Description

Cpa exam preparation courses for your career.

Closely tied to the health of the overall economy, the accounting business grows as the economy grows and more workers are needed to prepare and examine financial records.

Our 11 CPA Preparation courses provide you with much of the accounting and general business credit you need in the areas of business law, project management, and marketing to qualify for the rigorous CPA exam. You'll gain theoretical knowledge on the complex accounting issues that your clients face and learn best industry practices to grow your accounting career. If you're already an accountant, join us to expand your job horizons with new skills.

Learn more about becoming a CPA

Our CPA Preparation curriculum is applicable toward the requisite educational hours to take the CPA exam. Learn more about taking the exam by reading the CPA Exam Handbook .

Program Overview

Estimated cost: varies. based on your course choices., program requirements: you may pick from any of the 11 business and accounting courses (a total of 25 quarter units). please refer to the cpa exam handbook listed on cal cpa— https://www.dca.ca.gov/cba/applicants/exambook.pdf — for requirements., minimum hours of instruction: varies. up to 250 hours of instruction., estimated duration: most courses take 4–12 weeks to complete., special programs: none.

Accounting Courses

Introduction to Accounting I: Financial Accounting

Business Courses

Business Law and Its Environment

Finance for the business professional, dianne v conry, finance i, fundamentals, malkiat singh sandhu, implementing marketing and sales strategies, robert m durstenfeld, integrated marketing communication, michael h savod, organizational development and change, judy a lacroix, power of market research, marc j. friedman, principles of marketing, sue coakley, project leadership and communication, sanjay bhatia, role of the project manager, meet our instructors.

Alan Tsuda

Teresa R. Chapman

Series inquiry form, speak to a student services representative..

Call (408) 861-3860

Envelope [email protected]

Recommended Course Sequence

Flexible course sequence.

You may follow any course sequence provided prerequisites have been met for each course.

Professional Development

Become a cpa.

Consult with the American Institute of CPAs for specific CPA exam requirements . To become a Certified Public Accountant in California, you must complete: 36 quarter units of accounting, 36 quarter units of general business courses, and have a bachelor’s degree. The CPA Exam Handbook is an excellent resource for students wanting to know how to qualify for the exam.

Licensure and Certification

Our CPA Preparation curriculum is applicable toward the requisite educational hours to take the CPA exam. Certification is optional to practice in this field. Please see our Licensure and Certification Policy to learn more.

Requisite Knowledge

Please review the course descriptions to ensure that you have taken necessary prerequisites or meet the requirements through job experience or previous education.

College of Nursing

Driving change: a case study of a dnp leader in residence program in a gerontological center of excellence.

View as pdf A later version of this article appeared in Nurse Leader , Volume 21, Issue 6 , December 2023 . 

The American Association of Colleges of Nursing (AACN) published the Essentials of Doctoral Education for Advanced Practice Nursing in 2004 identifying the essential curriculum needed for preparing advanced practice nurse leaders to effectively assess organizations, identify systemic issues, and facilitate organizational changes. 1 In 2021, AACN updated the curriculum by issuing The Essentials: Core Competencies for Professional Nursing Education to guide the development of competency-based education for nursing students. 1 In addition to AACN’s competency-based approach to curriculum, in 2015 the American Organization of Nurse Leaders (AONL) released Nurse Leader Core Competencies (updated in 2023) to help provide a competency based model to follow in developing nurse leaders. 2

Despite AACN and AONL competency-based curriculum and model, it is still common for nurse leaders to be promoted to management positions based solely on their work experience or exceptional clinical skills, rather than demonstration of management and leadership competencies. 3 The importance of identifying, training, and assessing executive leaders through formal leadership development programs, within supportive organizational cultures has been discussed by national leaders. As well as the need for nurturing emerging leaders through fostering interprofessional collaboration, mentorship, and continuous development of leadership skills has been identified. 4 As Doctor of Nursing Practice (DNP) nurse leaders assume executive roles within healthcare organizations, they play a vital role within complex systems. Demonstration of leadership competence and participation in formal leadership development programs has become imperative for their success. However, models of competency-based executive leadership development programs can be hard to find, particularly programs outside of health care systems.

The implementation of a DNP Leader in Residence program, such as the one designed for The Barbara and Richard Csomay Center for Gerontological Excellence, addresses many of the challenges facing new DNP leaders and ensures mastery of executive leadership competencies and readiness to practice through exposure to varied experiences and close mentoring. The Csomay Center , based at The University of Iowa, was established in 2000 as one of the five original Hartford Centers of Geriatric Nursing Excellence in the country. Later funding by the Csomay family established an endowment that supports the Center's ongoing work. The current Csomay Center strategic plan and mission aims to develop future healthcare leaders while promoting optimal aging and quality of life for older adults. The Csomay Center Director created the innovative DNP Leader in Residence program to foster the growth of future nurse leaders in non-healthcare systems. The purpose of this paper is to present a case study of the development and implementation of the Leader in Residence program, followed by suggested evaluation strategies, and discussion of future innovation of leadership opportunities in non-traditional health care settings.

Development of the DNP Leader in Residence Program

The Plan-Do-Study-Act (PDSA) cycle has garnered substantial recognition as a valuable tool for fostering development and driving improvement initiatives. 5 The PDSA cycle can function as an independent methodology and as an integral component of broader quality enhancement approaches with notable efficacy in its ability to facilitate the rapid creation, testing, and evaluation of transformative interventions within healthcare. 6 Consequently, the PDSA cycle model was deemed fitting to guide the development and implementation of the DNP Leader in Residence Program at the Csomay Center.

PDSA Cycle: Plan

Existing resources. The DNP Health Systems: Administration/Executive Leadership Program offered by the University of Iowa is comprised of comprehensive nursing administration and leadership curriculum, led by distinguished faculty composed of national leaders in the realms of innovation, health policy, leadership, clinical education, and evidence-based practice. The curriculum is designed to cultivate the next generation of nursing executive leaders, with emphasis on personalized career planning and tailored practicum placements. The DNP Health Systems: Administration/Executive Leadership curriculum includes a range of courses focused on leadership and management with diverse topics such as policy an law, infrastructure and informatics, finance and economics, marketing and communication, quality and safety, evidence-based practice, and social determinants of health. The curriculum is complemented by an extensive practicum component and culminates in a DNP project with additional hours of practicum.

New program. The DNP Leader in Residence program at the Csomay Center is designed to encompass communication and relationship building, systems thinking, change management, transformation and innovation, knowledge of clinical principles in the community, professionalism, and business skills including financial, strategic, and human resource management. The program fully immerses students in the objectives of the DNP Health Systems: Administration/Executive Leadership curriculum and enables them to progressively demonstrate competencies outlined by AONL. The Leader in Residence program also includes career development coaching, reflective practice, and personal and professional accountability. The program is integrated throughout the entire duration of the Leader in Residence’s coursework, fulfilling the required practicum hours for both the DNP coursework and DNP project.

The DNP Leader in Residence program begins with the first semester of practicum being focused on completing an onboarding process to the Center including understanding the center's strategic plan, mission, vision, and history. Onboarding for the Leader in Residence provides access to all relevant Center information and resources and integration into the leadership team, community partnerships, and other University of Iowa College of Nursing Centers associated with the Csomay Center. During this first semester, observation and identification of the Csomay Center Director's various roles including being a leader, manager, innovator, socializer, and mentor is facilitated. In collaboration with the Center Director (a faculty position) and Center Coordinator (a staff position), specific competencies to be measured and mastered along with learning opportunities desired throughout the program are established to ensure a well-planned and thorough immersion experience.

Following the initial semester of practicum, the Leader in Residence has weekly check-ins with the Center Director and Center Coordinator to continue to identify learning opportunities and progression through executive leadership competencies to enrich the experience. The Leader in Residence also undertakes an administrative project for the Center this semester, while concurrently continuing observations of the Center Director's activities in local, regional, and national executive leadership settings. The student has ongoing participation and advancement in executive leadership roles and activities throughout the practicum, creating a well-prepared future nurse executive leader.

After completing practicum hours related to the Health Systems: Administration/Executive Leadership coursework, the Leader in Residence engages in dedicated residency hours to continue to experience domains within nursing leadership competencies like communication, professionalism, and relationship building. During residency hours, time is spent with the completion of a small quality improvement project for the Csomay Center, along with any other administrative projects identified by the Center Director and Center Coordinator. The Leader in Residence is fully integrated into the Csomay Center's Leadership Team during this phase, assisting the Center Coordinator in creating agendas and leading meetings. Additional participation includes active involvement in community engagement activities and presenting at or attending a national conference as a representative of the Csomay Center. The Leader in Residence must mentor a master’s in nursing student during the final year of the DNP Residency.

Implementation of the DNP Leader in Residence Program

PDSA Cycle: Do

Immersive experience. In this case study, the DNP Leader in Residence was fully immersed in a wide range of center activities, providing valuable opportunities to engage in administrative projects and observe executive leadership roles and skills during practicum hours spent at the Csomay Center. Throughout the program, the Leader in Residence observed and learned from multidisciplinary leaders at the national, regional, and university levels who engaged with the Center. By shadowing the Csomay Center Director, the Leader in Residence had the opportunity to observe executive leadership objectives such as fostering innovation, facilitating multidisciplinary collaboration, and nurturing meaningful relationships. The immersive experience within the center’s activities also allowed the Leader in Residence to gain a deep understanding of crucial facets such as philanthropy and community engagement. Active involvement in administrative processes such as strategic planning, budgeting, human resources management, and the development of standard operating procedures provided valuable exposure to strategies that are needed to be an effective nurse leader in the future.

Active participation. The DNP Leader in Residence also played a key role in advancing specific actions outlined in the center's strategic plan during the program including: 1) the creation of a membership structure for the Csomay Center and 2) successfully completing a state Board of Regents application for official recognition as a distinguished center. The Csomay Center sponsored membership for the Leader in Residence in the Midwest Nurse Research Society (MNRS), which opened doors to attend the annual MNRS conference and engage with regional nursing leadership, while fostering socialization, promotion of the Csomay Center and Leader in Residence program, and observation of current nursing research. Furthermore, the Leader in Residence participated in the strategic planning committee and engagement subcommittee for MNRS, collaborating directly with the MNRS president. Additional active participation by the Leader in Residence included attendance in planning sessions and completion of the annual report for GeriatricPain.org , an initiative falling under the umbrella of the Csomay Center. Finally, the Leader in Residence was involved in archiving research and curriculum for distinguished nursing leader and researcher, Dr. Kitty Buckwalter, for the Benjamin Rose Institute on Aging, the University of Pennsylvania Barbara Bates Center for the Study of the History of Nursing, and the University of Iowa library archives.

Suggested Evaluation Strategies of the DNP Leader in Residence Program

PDSA Cycle: Study

Assessment and benchmarking. To effectively assess the outcomes and success of the DNP Leader in Residence Program, a comprehensive evaluation framework should be used throughout the program. Key measures should include the collection and review of executive leadership opportunities experienced, leadership roles observed, and competencies mastered. The Leader in Residence is responsible for maintaining detailed logs of their participation in center activities and initiatives on a semester basis. These logs serve to track the progression of mastery of AONL competencies by benchmarking activities and identifying areas for future growth for the Leader in Residence.

Evaluation. In addition to assessment and benchmarking, evaluations need to be completed by Csomay Center stakeholders (leadership, staff, and community partners involved) and the individual Leader in Residence both during and upon completion of the program. Feedback from stakeholders will identify the contributions made by the Leader in Residence and provide valuable insights into their growth. Self-reflection on experiences by the individual Leader in Residence throughout the program will serve as an important measure of personal successes and identify gaps in the program. Factors such as career advancement during the program, application of curriculum objectives in the workplace, and prospects for future career progression for the Leader in Residence should be considered as additional indicators of the success of the program.

The evaluation should also encompass a thorough review of the opportunities experienced during the residency, with the aim of identifying areas for potential expansion and enrichment of the DNP Leader in Residence program. By carefully examining the logs, reflecting on the acquired executive leadership competencies, and studying stakeholder evaluations, additional experiences and opportunities can be identified to further enhance the program's efficacy. The evaluation process should be utilized to identify specific executive leadership competencies that require further immersion and exploration throughout the program.

Future Innovation of DNP Leader in Residence Programs in Non-traditional Healthcare Settings

PDSA Cycle: Act

As subsequent residents complete the program and their experiences are thoroughly evaluated, it is essential to identify new opportunities for DNP Leader in Residence programs to be implemented in other non-health care system settings. When feasible, expansion into clinical healthcare settings, including long-term care and acute care environments, should be pursued. By leveraging the insights gained from previous Leaders in Residence and their respective experiences, the program can be refined to better align with desired outcomes and competencies. These expansions will broaden the scope and impact of the program and provide a wider array of experiences and challenges for future Leaders in Residency to navigate, enriching their development as dynamic nurse executive leaders within diverse healthcare landscapes.

This case study presented a comprehensive overview of the development and implementation of the DNP Leader in Residence program developed by the Barbara and Richard Csomay Center for Gerontological Excellence. The Leader in Residence program provided a transformative experience by integrating key curriculum objectives, competency-based learning, and mentorship by esteemed nursing leaders and researchers through successful integration into the Center. With ongoing innovation and application of the PDSA cycle, the DNP Leader in Residence program presented in this case study holds immense potential to help better prepare 21 st century nurse leaders capable of driving positive change within complex healthcare systems.

Acknowledgements

         The author would like to express gratitude to the Barbara and Richard Csomay Center for Gerontological Excellence for the fostering environment to provide an immersion experience and the ongoing support for development of the DNP Leader in Residence program. This research did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.

  • American Association of Colleges of Nursing. The essentials: core competencies for professional nursing education. https://www.aacnnursing.org/Portals/42/AcademicNursing/pdf/Essentials-2021.pdf . Accessed June 26, 2023.
  • American Organization for Nursing Leadership. Nurse leader core competencies. https://www.aonl.org/resources/nurse-leader-competencies . Accessed July 10, 2023.
  • Warshawsky, N, Cramer, E. Describing nurse manager role preparation and competency: findings from a national study. J Nurs Adm . 2019;49(5):249-255. DOI:  10.1097/NNA.0000000000000746
  • Van Diggel, C, Burgess, A, Roberts, C, Mellis, C. Leadership in healthcare education. BMC Med. Educ . 2020;20(465). doi: 10.1186/s12909-020-02288-x
  • Institute for Healthcare Improvement. Plan-do-study-act (PDSA) worksheet. https://www.ihi.org/resources/Pages/Tools/PlanDoStudyActWorksheet.aspx . Accessed July 4, 2023.
  • Taylor, M, McNicolas, C, Nicolay, C, Darzi, A, Bell, D, Reed, J. Systemic review of the application of the plan-do-study-act method to improve quality in healthcare. BMJ Quality & Safety. 2014:23:290-298. doi: 10.1136/bmjqs-2013-002703

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