APICS Certified in Production and Inventory

Management (CPIM): Execution and Control of

Operations Courseware Update
Presented by David F. Ross, Ph.D., CFPIM, CSCP
APICS Professional Development
Summary of Changes
• Reduced from nine to eight sessions
• Significant graphical changes to PowerPoints
• Significant graphical changes to Instructor Guide (IG) and
Participant Workbook (PW)
• Increased use of case studies and in-text questions
• Updated performance check questions
• ECO text reference changes
• Revised IG introduction
• Session-by-session review
• Urged to consult the new APICS CPIM ECO Exam Content
Manual (ECM)
Slide-2
APICS CPIM Courseware Module
Image Change

Slide-3
Instructional Design Changes
• PowerPoints updated to match APICS CPIM Basics of
Supply Chain Management (BSCM), Strategic
Management of Resources (SMR), and Detailed
Scheduling and Planning (DSP)
• IG and PW updated to match BSCM, SMR, and DSP
courseware books
• Enhancement of learning objectives
• Expanded use of tables
• Use of student in-text questions and problems
• Updated end-of-session performance check
Slide-4
ECO References
Textbooks:
• Arnold et al., Introduction to Materials Management, 6th ed.
• Dennis, Lean Production Simplified, 2nd ed.
• Garrison et al., Managerial Accounting, 12th ed.
• Gryna et al., Juran’s Quality Planning & Analysis for Enterprise
Quality, 5th ed.
• Jacobs et al., Manufacturing Planning & Control Systems for
Supply Chain Management, 6th ed.
• Liker, The Toyota Way, 2004.
• Ross, Distribution Planning and Control, 2nd ed.
• Slack et al., Operations and Process Management, 2nd ed.
• Wallace, T., Sales and Operations Planning, The How-To
Handbook, 3rd ed.
Slide-5
Text and ECM References

Text
references
linked to ECM

Slide-6
New IG Introduction

Slide-7
ECO Course Roadmap
Sessions:
1. Execution of Operations
2. Scheduling and
Authorization
3. Control of Production
4. Control of Costs and Quality
5. Management and
Communication
6. Quality and Continuous
Improvement
7. Design Trade-offs
8. Case Studies and Review
Activity

Slide-8
 −Overview
Comparing V2.4 and V3−
Sessions: Sessions:
1. Planning, Execution, and Control 1. Execution of Operations
Overview 2. Scheduling and Authorization
2. Scheduling Production and Process 3. Control of Production
Operations 4. Control of Costs and Quality
3. Authorizing, Executing, and Reporting 5. Management and Communication
Activities for Push Systems
6. Quality and Continuous
4. Authorizing, Executing, and Reporting
Improvement
Activities for Pull Systems
7. Design Trade-offs
5. Communicating Customer-Supplier
Information and Controlling Resources 8. Case Studies and Review Activity
6. Quality and Continuous Improvement
Initiatives–Basic Concepts
7. Quality and Continuous Improvement
Initiatives–Making It Happen
8. Quality Management Processes
9. Evaluating Performance of Production
Operations
Slide-9
Session 1
V.2.4 V3.0
Pages 57 45
Overheads 43 45

Version 2.4 Version 3.0

Session 1: Planning, Execution,
and Control Overview
The Manufacturing Planning and
Control System
Manufacturing Planning and
Control Activities
Operating Environments
Session 1: Execution of
Operations
Manufacturing Planning
Defining Execution and Control
Systems

Slide-10
Session 1–Content Changes
• V.3 enhanced discussion of MPC system
• Link to APICS CPIM exams
• Discussion centered on batch versus flow
production
• Introduction of push versus pull concepts
• Introduction of materials requirements planning
(MRP)-based and lean/Just-in-time (JIT) based
systems
• Decreased process layout discussion
Slide-11
Session 2
V.2.4 V3.0
Pages 75 57
Overheads 49 50

Version 2.4 Version 3.0

Session 2: Scheduling Production
and Process Operations
What Is a Schedule?
Establishing a Schedule
Production Scheduling
Scheduling Production and Process
Operations
Managing the Operations Schedule
Improving the Flow
Session 2: Scheduling and
Authorization
MRP-Based Scheduling
Theory of Constraints (TOC)
Scheduling
Lean/JIT Scheduling
Slide-12
Session 2–Content Changes
• Discussion change from make-to-stock, assemble-to-
order, and make-to-order to MRP-based, TOC, and
lean/JIT based scheduling
• Enhanced discussion of operation setbacks, Gantt charts,
forward/backward scheduling, infinite/finite loading, and
priority control/sequencing of operations
• Slack time and critical ratio exercises
• New TOC section
• New lean/JIT scheduling section
• Removal of sections on lead time, lot size, and
maintenance
Slide-13
Session 3
V.2.4 V3.0
Pages 69 83
Overheads 51 61

Version 2.4 Version 3.0

Session 3: Authorizing,
Executing, and Reporting
Activities for Push Systems
What Is a Push System?
Authorizing Activities
Executing Activities
Reporting Activities
Session 3: Control of Production
Scope and Principles of Operations
Control
Production Activity Control: MRP-
Based
Production Activity Control:
Lean/JIT Based
Inventory Management Issues
Slide-14
Session 3–Content Changes
• V.3 change from push and pull concept to MRP-based and
lean/JIT-based scheduling concept
• Discussion of MRP-based and lean/JIT-based scheduling in
the same session. Reduction from V.2.4
• In MRP-based section, discussion of input/output control,
priority control, constraints, lead times, overlapping, and lot
splitting
• In lean/JIT-based section, discussion of heijunka, takt time,
pacemaker, store (supermarket), kanban system, and
documentation
• Inventory management section moved from V.2.4 session 5

Slide-15
Session 4
V.2.4 V3.0
Pages 67 69
Overheads 36 54

Version 2.4 Version 3.0

Session 4: Authorizing, Session 4: Control of Costs
Executing, and Reporting and Quality
Activities for Pull Systems Cost Control
What Is a Pull System? Control of Quality
Authorizing Activities
Executing Activities
Reporting Activities
Slide-16
Session 4–Content Changes
• Discussion of pull scheduling removed, shortened, improved,
and placed in session 3 on V.3.
• Session dedicated to discussions on manufacturing cost and
quality management
• New section on cost control: overhead costing, job-order vs.
process costing, absorption vs. variable costing, traditional
product vs. ABC costing, actual vs. standard costing, and
types of quality costing
• New section on control of quality: sporadic vs. chronic quality
problems, sampling methods, causes and management of
variation, statistical process control (SPC) charting, and
process capability calculation
Slide-17
Session 5
V.2.4 V3.0
Pages 57 53
Overheads 39 40

Version 2.4 Version 3.0

Session 5: Communicating
Customer-Supplier Information
and Controlling Resources
Communicating Customer-
Supplier Information
Sharing Information
Data Communication
Controlling Storage and
Movement of Materials
Session 5: Management and
Communication
Approaches to Management
Worker Development
Worker Participation/Involvement
Slide-18
Session 5–Content Changes
• V.2.4 discussion on customers/suppliers shortened and
moved to V.3 session 7.
• V.2.4 discussion on inventory/warehousing moved to V.3
session 3
• V.3 new session on management issues: scientific
management, worker self-control, and quality management
leadership
• V.3 new session on worker development: teams, job-
enrichment, empowerment, performance appraisal from V2.4
session 6
• V.3 new session on worker participation/involvement: kaizen
circle and kaizen training from V.2.4 session 6
Slide-19
Session 6
V.2.4 V3.0
Pages 95 57
Overheads 50 47

Version 2.4 Version 3.0

Session 6: Quality and Continuous
Improvement Initiatives–Basic
Concepts
Executing Quality Initiatives, Eliminating
Waste, and Implementing Continuous
Improvement Plans
Quality and Continuous Improvement
Tools
Developing, Evaluating, and Rewarding
People
Session 6: Quality and Continuous
Improvement
The Seven Basic Quality Tools
Six Sigma design-measure-analyze
control (DMAIC)
Plan-do-check-action (PDCA) Cycle
A3 Problem Solving
Slide-20
Session 6–Content Changes
• Shortening of quality tools from V.2.4.
• Some shortened topics on quality management moved
from V.2.4 session 8 to V.3 session 6
• Removal of V.2.4 sections on worker management to
V.3 session 5.
• Updates sections on basic quality tools, six sigma
DMAIC, PDCA cycle, and A3 problem solving

Slide-21
Session 7
V.2.4 V3.0
Pages 45 77
Overheads 21 54

Version 2.4 Version 3.0

Session 7: Quality and Session 7: Design Trade-offs

Continuous Improvement Design Principles
Initiatives–Making it Happen Design Techniques
Process Improvement
Methods of Process Improvement
Methods of Eliminating Waste

Slide-22
Session 7–Content Changes
• V.2.4 session practically eliminated from the course
• New sections on design principles: impact on
intermittent and mass production processes,
relationships with customer/suppliers, impact on
production processes and layouts, and global design
principles
• Import of design principles from V.2.4 session 8 to V.3
session 7
• V.3 updates to supply network flow, sourcing/
outsourcing, role of market research, quality functional
deployment (QFD), workplace layout
Slide-23
Session 8
V.2.4 V3.0
Pages 89 50
Overheads 52 31

Version 2.4 Version 3.0

Session 8: Quality Management Session 8: Case Studies and
Processes Review Activity
Quality Management Processes Case Studies
Concept of Variation Wiki Review Activity
Statistical Quality Control
Statistical Process Control Charts
Process Capability Analysis
Incoming Inspection
Monitoring Supplier Performance
Slide-24
Session 8–Content Changes
• V.2.4 entirely removed, broken up, and spread
throughout V.3.

• New V.3 multipart case study that presents a simplified

scenario of planning a transition to lean/JIT production.

• New V.3 review Wiki activity to reinforce and review

topics discussed during the course.

Slide-25
Wiki Activity
• Second half of last session
• Students work collaboratively to build a knowledge
base on several topics (similar to Wikipedia
approach)
• Students write mock exam questions
• Students take the mock exam
• Added as appendix to MPR, ECO, DSP, and SMR

Slide-26
Session 9
V.2.4 V3.0 Removed and shortened material
Pages 87 dispersed throughout V.3
Overheads 53

Version 2.4 Summary

Session 9: Evaluating Performance
V.2.4 V3.0
of Production Operations
Pages 641 491
Evaluating Performance of Production
Overheads 394 382
Operations
Accuracy of Inventory Records
Performance Reporting
Evaluating Cost of Operations
Audits and Reporting
Quality Audits
Slide-27
Questions?

Slide-28
Thank you for attending this APICS webinar.

This APICS webinar is the property of APICS and is protected by

the United States and international copyright laws. All rights are
reserved.

Slide-29