of 6— Gather Your Reference Materials

What you'll accomplish

By the end of this guide, you'll have a structured demand review template — including an executive summary framework, variance commentary structure, category performance narrative, and risk/opportunity format — that you fill in with your numbers each month. S&OP presentation prep drops from 3+ hours to 45–60 minutes.

What you'll need

Free Claude account at claude.ai (claude.ai/new)
A Google Doc or Word document to store your template
Your past 2–3 months of demand review presentations (for reference)
Time needed: 1–2 hours to build the template; 45 min/month thereafter
Cost: Free (Claude free plan is sufficient)

How-To Guide: Build a Reusable Demand Review Template with Claude

Step 1: Gather Your Reference Materials

Before building the template, look at your last 2–3 demand review presentations. Note:

What sections does your S&OP process require?
What level of detail does your leadership expect?
What's the typical length? (1 page briefing? 10-slide deck? 15-page report?)
What's your planning cycle (weekly/monthly)?

Tools:Claude