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CPFR Certification Program Description
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The Emergence Of Collaborative Planning, Forecasting And Replenishment (CPFR®)

The cornerstone of better, effective decision making is accurate, actionable information. CPFR® is the tool to provide your organization with better information through collaboration to increase profits, reduce costs and improve efficiency. CPFR® training is ideal for any organization thinking of implementing CPFR® or organizations needing to re-invigorate an existing CPFR® initiative. Through the use of case studies and real life examples, participants will learn the correct way to implement CPFR®.   They will also learn the methodology used by leading organizations to actually implement CPFR®, and understand the relationship and synergy between CPFR® and Category Management.

CPFR® has been transformed into a model of four collaborative activities and is poised to emerge as the 21st Century most powerful tool for increasing consumer satisfaction.   The current CPFR® four step model introduces a cyclical approach that maintains the emphasis on planning and forecasting with an increased focus on execution and analysis. Flexibility and adaptability are key aspects of the new CPFR® model that lead to successful implementation.

CPFR® Four Step Model

Strategy & Planning - collaborative arrangement is the process of setting the business goals for the relationship, defining the scope of collaboration and assessing roles, responsibilities, checkpoints and escalation procedures.

Demand & Supply Management - is broken into sales forecasting, which projects consumer demand at the point of sale, and order planning/forecasting, which determines future product ordering and delivery requirements based upon the sales forecast, inventory position, transit lead times and other necessary factors.

Execution  - consists of order generation, which transitions forecast to firm demand, and order fulfillment, the process of producing, shipping, delivering and stocking product for customer purchase.

Analysis – includes exceptions management, the active monitoring of planning and operations for out-of-bound conditions, and performance assessment, the calculation of key metrics to evaluate the achievement of key business goals, uncover trends or develop alternative strategies.

VICS CPFR® Education

VICS, creators of CPFR®, is proud to offer education and certification on CPFR® that will help  you understand the basics of CPFR® as well as provide the tools to identify and create opportunities to collaborate and implement.

Course Objectives – Certification Three Day Program
The VICS CPFR® Certification program administered by VICS has been designed to provide formal protocols for standards in CPFR® education. It provides a series of educational workshop sections, delivered in a fully interactive environment for collaboration and learning. The certification course is primarily designed for the retailers, and vendor community suppliers, with a focus on category analysts, category managers, sales, marketing, and supply chain professionals.

The course content is prepared and presented around core principles and content followed six segments that will allow participants to maximize the learning experience in a case-driven environment of best practices.   Certification will be earned upon successful completion of course material and passing a formal examination administered by VICS.

CPFR® CERTIFICATION PROGRAM OUTLINE

Each CPFR® section will include a formal outline of the core principles, interactive class exercises that focus on applying the knowledge shared in the session, and a feedback period where teams present back to the group. This proven adult learning technique helps the participant retain the practical elements of the training, and facilitates networking and shared learning through constructive interaction.

Section I – Change Management:

The first and foremost barrier to the implementation of collaborative business practices is resistance to change. This barrier exists within departments, divisions, companies, trading partners and practically every business entity. Therefore it is important to recognize these barriers and how to go about transformation, i.e. getting an organization to change. Everyone has the responsibility to act as a change agent within their company and this section will provide well-developed and tested suggestions that will lead to success.

Section II – Setting the Stage for Collaboration and Scorecards:

Another important lesson learned through the VICS CPFR® Committee is that to be able to collaborate with trading partners either up stream or down stream, it is critically important to be able to collaborate internally. In order to do so, a company must have an understanding of its strengths and weaknesses. To that end, the VICS self-assessment and trading partner assessment will be presented and techniques offered as to how to effectively use these tried and tested tools.

Section III - Maximizing Performance by Measuring Results – The CPFR® ROI Calculator

 

Any program must be able to meet internal financial hurdle rates and to be financially justified to senior management. This session is designed to provide a strong business case for collaboration, utilizing the VICS CPFR® ROI Calculator. Proven to be effective, it will calculate the expected benefits to be realized by suppliers and retailers.

Section IV – Data Synchronization – Best Practices and Protocols

The adherence to GS1 data standards and the importance of clean data, shared by trading partners, cannot be understated. In order to be able to collaborate, and to scale collaboration, a company must address the accuracy of its data. This section will deal with the questions of data standards, data synchronization, data registry, important communication standards and essential business practices and measurements. It is impossible to successfully collaborate unless basic business practices are performed flawlessly.

Section V – The CPFR® Model – From Pilot to Profit

There are several CPFR® models that can be chosen from depending upon technology employed, organizational skills and the ability to accept and process data. This section will delve into these various models, to include Store and Distribution Center CPFR®, Event Management and the benefits and requirements for their implementation. The original 9 step CPFR© model and the recently developed four step cyclical CPFR® model will be discussed, speaking to the attributes and applications of each. This section includes fundamentals that are essential to understanding collaboration. Several case studies will be presented highlighting the benefits and collaborative approaches that were taken by each company.

Section VI – The CPFR® On-Boarding and Roles Responsibility Matrix

Successful CPFR® initiatives are dependant upon a clear understanding of responsibilities that exist between the trading partners. The process, information flow, timing, exception processing, and expectations must receive the commitment and the necessary resources in order to have a sustainable program. Ongoing and effective communication must be an important element of a structured program that ensures continuity, immediate alerts and understood remedies.  This program has been used effectively by West Marine to implement one of the most successful CPFR® programs in the retail industry.

Key Benefits

Benefits for a company:
A company will benefit by taking a leadership role in introducing CPFR® best practices internally and to its trading partners. 
* Collaborate and improve trading partner strategies.
* Access, analyze and understand disparate data sources and emerging trends.
* Understand how collaboration between trading partners enhances business results by allowing you to focus on delivering consumer value.
* Strengthen relationships with trading partners.

Benefits for Individuals:
* Learn how collaboration leads to increased profits, reduced costs and improved efficiency.
* Find out how CPFR® provides thorough, accurate information that improves decision-making.
* Learn how leading companies integrate CPFR® with category management to maximize customer service and ROI
* Identify at least five ways to reduce costs and enhance customer service.
* Leverage CPFR® best practices with your existing initiatives, such as supply chain management.

Program Facilitators

Inez Blackburn is a recognized industry expert in category management and CPFR®. Ms. Blackburn has played a pivotal role in implementing category management and activity-based costing for major retailers and has held executive positions for market leading organizations including Nabisco Group Holdings, The Coca-Cola Company, Domtar Inc., AT&T, Safeway Inc., A&P Company and IBM Global Solutions in the Canadian, American and Asian markets.  

A frequently requested guest speaker on topics including CPFR®, Demand Forecasting, Category Management, Retail Trends and Technologies and The Impact of Emerging Demographics, Ms. Blackburn presents at major executive conferences and educational institutions including Harvard Business School.

In addition to her program development and facilitation role with VICS, Ms. Blackburn is President of Market Techniques & Innovations Inc. and an adjunct Professor of Marketing at the University of Toronto.

Joe Andraski is the President and CEO of VICS (Voluntary Interindustry Commerce Solutions) Association.
Prior to joining VICS Joe held several positions with Nabisco Inc., including Vice President of supply and customer marketing. He had been active with GMA, serving as the chair for the logistics committee and was a member of the ECR Operating committee. He also served as a Senior Vice President of OMI, a retail software provider.

He is considered to be among the retail industry thought leaders and his work has been recognized by Penn State University, Michigan State University, Syracuse University and his alma mater the University of Scranton.  He received the VICS Roger Milliken Career Achievement Award and the Council of Supply Chain Management Professionals Distinguished Service Award.

Collaborative Planning, Forecasting and Replenishment (CPFR®):
One-Day Workshop:
* Provide one-day workshop to 20 participants at a 15% discount
* Regular Fees - $695 x 20 participants – 15%
* Plus Facilitator Travel and Accommodation
* $500 for each additional participant over the 20

Three-Day Certification:
* Provide three-day certification training
* Fees - $2,195 for VICS Members, $2500 for non-members
* Fees include certification testing and certificates of successful completion
* Plus facilitator Travel and accommodation
A host company is responsible for all expenses associated with the session venue, food & beverage and audio visual expenses.  VICS’ event services department can co-ordinate logistical elements. 

For more information please contact Laura Golding at VICS at 609-620-4562.