A Research Agenda for Strategic Alignment in Sales and Operations Planning

Research output: Contribution to journalArticlepeer-review

Abstract

This article addresses the challenge of achieving strategic alignment in sales and operations planning. A conceptual framework emerges providing the basis for research propositions to guide empirical investigation to improve understanding for practice. An integrative literature review was employed to synthesize a broad range of literature. With considerable attention given to the need for strategic alignment in sales and operations planning (S&OP), achieving this has proven difficult in practice. This article employs contingency theory to classify themes arising from existing literature into contingency, response, and performance variables. Delving deeper, resource-based view theory provides insight into the feedback loop between response and contingency variables and the application of dynamic capabilities view theory reveals a cyclical adjustment capability that supports a growth-oriented mindset. The findings provide insights into the organizational mindset shift from control to growth, which is required to achieve strategic alignment. Manufacturing organizations, including start-ups, small to medium enterprises, and large companies, struggle to achieve strategic alignment in S&OP and, therefore, fail to trigger longer term decision making. The conceptual framework provides guidance for managers to reflect on their S&OP practices and develop action plans to achieve strategic alignment to extract the full value from their S&OP processes.

Original languageEnglish
Pages (from-to)41-62
Number of pages22
JournalIEEE Engineering Management Review
Volume53
Issue number2
DOIs
Publication statusPublished - 2025

UN SDGs

This output contributes to the following UN Sustainable Development Goals (SDGs)

  1. SDG 9 - Industry, Innovation, and Infrastructure
    SDG 9 Industry, Innovation, and Infrastructure

Keywords

  • Integrated business planning (IBP)
  • sales and operations planning (S&OP)
  • strategic alignment (SA)
  • strategic decision making
  • strategy
  • vertical alignment

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