Lesson 3

Who is a Demand Planner and How They Work in a Team

Imagine an orchestra. There are violins, drums, brass, and soloists. Each one plays their part. But without a conductor, everyone plays in their own rhythm — and music turns into chaos.

That’s exactly what a Demand Planner does — they’re the conductor in the demand planning team. They don’t “play” themselves, but they ensure each function — sales, marketing, finance, supply chain — plays its part according to the same demand plan.

🔍 Theory: Role of a Demand Planner in BusinessA Demand Planner is the bridge between all departments, responsible for:

Function

Role of the Demand Planner

Sales

Collecting market insights, customer targets, promo plans

Marketing

Gathering info on campaigns, launches, seasonality

Supply Chain

Aligning production capacity and factory schedules

Finance

Comparing forecast with budget, P&L, aligning financial plans


📌 The goal is not to “guess a number” — but to build consensus across the company and ensure the forecast is realistic and transparent.

🧠 What Does a Demand Planner Actually Do?

Leads meetings like Demand Review and Consensus Planning
  • Analyzes forecast accuracy and error sources
  • Updates forecasting models (in Excel, BI, Anaplan, SAP IBP)
  • Documents changes and business assumptions
  • Collaborates with the S&OP Manager and Forecast Owners
📌 Real Business Example: CastrolIn Castrol (a BP brand), the Demand Planner led an initiative that reduced forecast errors by 15%:

  • Weekly meetings with regional sales managers
  • Evaluation of promo reliability (promo vs. actual results)
  • Use of Forecast Bias as KPI, visualized in Power BI
  • After 6 months, forecasts were less inflated, enabling supply chain to reduce overstock
📈 Result: More accurate forecasts → lower inventory → better service → improved cross-functional trust.

Term (EN)

Meaning

Demand Planner

Specialist coordinating the demand planning process

S&OP Manager

Leader of the Sales & Operations Planning process

Forecast Owner

Person accountable for the final approved forecast


  1. 🛠 Tools Job Description (LinkedIn)
  2. Search “Demand Planner” on LinkedIn:
  • It’s a cross-functional role
  • Requires both analytical and soft skills
  • Excel, Power BI, SAP, and Anaplan are common requirements
  1. RACI Matrix

Function

Sales Forecast

Promo Plan

Financial Plan

Consensus

Sales

R

A

C

C

Marketing

C

R

C

C

Finance

C

C

R

A

Demand Planner

A

C

A

R


R – Responsible, A – Accountable, C – Consulted

🚫 Myth Myth: "A Demand Planner just builds forecasts in Excel."

Reality:
A Demand Planner is a moderator, analyst, and communicator in one.
They:
  • Ask the right questions
  • Challenge over-optimistic assumptions
  • Understand how business decisions affect the supply chain
🧠 Practice Exercise

🔍 You’re a Demand Planner for a tea company.
Next week:
  1. Marketing launches a campaign with influencers
  2. Sales expects a 30% volume increase
  3. The factory is overloaded due to maintenance
  4. Finance insists the plan must match budget targets
👉 What questions will you ask each team?
👉 How will you build a consolidated plan?
👉 What comment would you add to justify forecast changes?

📌 Key Takeaways Demand Planner is the conductor, not just an analyst
  • They operate between data and reality, keeping all teams in sync
Successful forecasting = alignment, transparency, and trust
Made on
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