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Case Study

Feasibility-Driven Planning

A framework for connecting demand, capacity, and time across a matrixed enterprise.

Personal framework · Enterprise & operations planning · S&OP / IBP

01Overview

I didn't set out to design a planning framework. Over three years in engineering planning at a large, matrixed global organisation — having arrived with no planning background — I kept being handed pieces of the same puzzle: standing up engineering S&OP, feeding its data into footprint and strategy decisions, repositioning delivery centres into execution hubs, shaping an IBP concept, running a cross-functional diagnostic, and building integrated execution schedules.

Each initiative taught me something about the same underlying system — what data we held, what decisions it drove, and where it broke down. Feasibility-Driven Planning emerged from connecting those threads, not from a clean problem statement handed down from above.

Engineering S&OPGlance EcosystemFootprint StrategyGEC StrategyIBP for SurfaceCapstone DiagnosticIntegrated SchedulingFeasibility-DrivenPlanning

Separate initiatives, one underlying system — converging into a single framework

When I needed to explain why it mattered, I framed it against value: an organisation loses value not mainly in execution, but at the moment of commitment — when plans are made without an integrated view of whether they can actually be delivered. An internal analysis traced a substantial share of value erosion to feasibility gaps surfacing too late.

02Fragments

The organisation plans around three primitives — demand, capacity, and time — and plans each one well in isolation. The problem is that they're planned separately, by different parts of the org, on different cadences. Demand is planned by phase; capacity by function; time by horizon — and these don't flow into one another unless a diligent manager manually keeps the numbers consistent across separate tools.

Demandplanned by phaseProspectTenderedAwarded⁄⁄Capacityplanned by functionFunction AFunction BFunction C⁄⁄Timeplanned by horizonStrategicTacticalOperational

Each view is locally valid and partial — globally, no one can see the whole

The symptom was unmistakable: many plans, many tools, and still no one who could say with confidence whether a whole project would be delivered on time. This wasn't a people problem; it was a system problem. Planning wasn't incorrect or absent — it was fragmented.

03Connections

If fragmentation was the disease, alignment was the cure. A plan you can trust has to hold demand, capacity, and time together at once. I called that property feasibility: the ability to deliver what's committed, when it's committed, with the capacity available.

Feasibility = f ( Demand , Capacity , Time )TenderPlanningExecutionDemand drives capacity · capacity constrains commitment · both only against timePROJECTS — THE INTEGRATION ANCHOR

Feasibility leaks across the value stream — and surfaces too late because no single view holds all three

The three are interdependent. Demand decisions drive capacity decisions; available capacity constrains what demand can responsibly be committed; and neither means anything except against time. Projects are where it converges — the natural integration anchor for horizons, functions, and phases, where feasibility shows up as cost, schedule, and risk.

04Structure

The breakthrough was realising that execution is a matrix, not a table — and then that it needed a third dimension. In a matrixed organisation, demand and capacity sit on two different axes and execution lives in the grid between them. Then time forced a third axis: every demand and capacity decision is made against when. A matrix couldn't hold that, so the model became a cube.

Demand PlanCapacity PlanSupplyDEMAND →↑ TIMECAPACITY ↗

The Cube — each face is a plan I already recognised from the real world

Demand Plan = f(Demand, Time). Capacity Plan = f(Capacity, Time). Supply = f(Demand, Capacity). Together they form the Supply Plan = f(Demand, Capacity, Time) — the feasible plan, with its constraints and dependencies. The same logic holds at every horizon; only the granularity changes.

Feasibility is then maintained through decision-centric reviews, each tied to a horizon and consuming the matching level of detail — S&OE for short-term stability, S&OP for medium-term demand–capacity alignment, and IBP for long-term strategic tradeoffs. The same data flows to all three at different granularity, so a constraint surfaced on the floor can travel up to the decision that resolves it.

SHARED DATAIBPStrategic horizonS&OPTactical horizonS&OEOperational horizonescalate

Decision-centric reviews — one data spine, three horizons, a defined escalation path

A model is only useful if it can be run without breaking the business already operating. The principle: fixed where it matters, flexible where it must be. A fixed spine — the feasibility logic, a core data structure, clear system boundaries, and a consistent review architecture — gives the enterprise one shared definition of feasibility. Around it, each function keeps full flexibility in how it executes and which tools it uses.

FIXED SPINEFeasibility logicData structureSystem boundariesReview architectureFunction A · toolsFunction B · toolsFunction C · toolsFunction D · toolsFLEXIBLE EXECUTION

Fix the logic. Free the execution. A reorganisation doesn't break planning; tools evolve without a redesign

To pressure-test the idea, I took one module — engineering — deeper, working through definition, process, data, tool, and governance in that order, deliberately settling the logic before evaluating any platform.

ProcessDataToolGovernance

Engineering pressure-test — settle the logic before the platform

05System

The implementation is modular — Lego blocks that snap into place. Creating a single integrated execution schedule isn't just sequencing tasks; for it to function as a block within the spine, it has to be built with a clear understanding of three things: its process interfaces match what comes before and after it, so blocks snap together instead of needing rework at the seams; its data is anchored to the same work breakdown and the same demand–capacity–time fields, so nothing is lost when it rolls up; and its tool is compatible with enterprise scale-up, so blocks built across functions consolidate without translation.

blockfunctional supply planenterprise supply plan

One building block, built right, scales to the enterprise

A block built this way — inside the spine, compatible at its edges, complete in its data, scalable in its tool — is the precondition for everything that follows. The rigour of building one block correctly is what lets the whole assemble.

06Reflection

The framework was the easy part.

Synthesis. The value was seeing several problems I'd solved separately as one problem in disguise.

Translation. A structural insight has to be retold in the language of the people who fund things.

Sponsorship. A sound idea, well argued, still stalls without an owner who has authority and incentive.

SynthesisTranslationSponsorshipTHE SAME JOB

A portable way of thinking about planning in any matrixed organisation — and a reminder that systems design, business translation, and stakeholder alignment are three parts of the same job.

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