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OPS 201 · Unit 5 of 6

Planning and Control

Operations and Process Management

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Learning objectives

After completing this unit, you will be able to:

  • Apply frameworks from \
  • Apply the frameworks in "Planning and Control" to a real management decision
  • Make progress on your Operations and Process Management applied project applied project

Why this matters

Planning and Control is essential to Operations and Process Management. Lessons build fluency with anchor-company examples, worked problems, and assessments on the unit page.

Lesson

Unit overview

Complete all 5 lessons in order. Each lesson follows the program authoring standard: conceptual prose, worked examples, practice problems, and managerial judgment prompts. Finish unit exercises and the knowledge check before marking the unit complete.

Connection to applied work

This unit feeds directly into Operations and Process Management applied project. As you read, capture notes, examples, and data you can reuse in that deliverable. Strong students finish each unit with a draft section of their project, not just highlights.

Practice

  1. Write a one-page summary of this unit in your own words without looking at the lesson.
  2. Find a real company example (public filing, news article, or personal experience) that illustrates the main concept.
  3. Draft one paragraph recommending an action a manager should take based on this unit.
  4. Add at least three terms from this unit to your course glossary.

Knowledge check

Answer these without notes before marking the unit complete:

  1. What is the central idea of "Planning and Control"?
  2. What mistake do beginners most often make when applying this material?
  3. How does this unit help you complete Operations and Process Management applied project?
  4. What is one decision you face this month where this unit applies?

Key takeaways

  • Apply frameworks from \
  • Business concepts only matter when they change a decision.
  • Your OPS 201 assessment (Process analysis, quality, capacity, planning, and operations strategy.) rewards applied understanding, not memorization.

Unit assessment

Complete each section below. Score 80%+ on the quiz to finish this unit's assessment.

40% applied project35% knowledge checks25% reflections

Exercises

Apply what you learned in this unit with structured practice.

ExerciseApplied practice: Planning and Control45 min
Complete a focused practice exercise on **Planning and Control**. 1. Choose a real company, product, or situation you know. 2. Apply one core framework from this unit to analyze it. 3. Write your analysis in 300–500 words with a clear recommendation. 4. Cite at least one credible source.

Deliverable

300–500 word analysis document saved to your portfolio under OPS 201.

Rubric

  • • Framework applied correctly (not just named)
  • • Specific evidence from a real example
  • • Clear recommendation with tradeoffs acknowledged
  • • Professional writing with source citation
ExerciseDrill: Planning and Control30 min
Work through the practice problems in the unit lesson without looking at notes. Then check your work against the lesson and write a short reflection: - What you got right - One mistake you caught - One concept to review before the next unit

Deliverable

Problem solutions + 150-word reflection in your OPS 201 workbook.

Rubric

  • • Attempted all practice items before checking answers
  • • Honest reflection on errors
  • • Identifies a specific review action

Model / spreadsheet

Build or extend a spreadsheet model tied to this unit.

ModelStructured model: Planning and Control60 min
Create a structured analytical model for **Planning and Control**. Document your assumptions, calculations, and conclusions in a format appropriate to OPS 201 (diagram, table, or written model). Connect outputs to a decision a manager would make.

Deliverable

Structured model document (2+ pages) · One-paragraph summary of key insight from the model · Screenshot or export saved to portfolio

Rubric

  • • Assumptions stated explicitly
  • • Logic is auditable (formulas or steps visible)
  • • Output answers a specific business question
  • • Sensitivity or scenario considered

Knowledge quiz

Check your understanding before marking the unit complete.

1. FlowForge bar stock forecast shows +1% bias over six months. Best action before next buy:

2. Q2 demand exceeds regular capacity 1,800/day by 150/day. Hybrid plan uses OT 120 and subcontract 30. Unmet gap?

3. Jobs A CR=4.5, B CR=4, C CR=15 for heat treat sequencing. First job:

4. EOQ with D=240 tons/yr, S=$1,200, H=$800/ton/yr is approximately:

5. Expedite fee $12/part with OT cost $18/part for 60 of 80 expedites yields net weekly OT economics unless:

6. Infinite capacity scheduling in ERP led FlowForge to promise 220% on CMM. Fix:

7. Safety stock cut caused OTD failures when suppliers slipped. Lesson:

8. S&OP connects aggregate planning to finance because:

Next unit: Operations Strategy →