Inventory Risk Heatmap & Action Planner (Interactive Workbook)

{"Title":"Inventory Risk Heatmap & Action Planner","IntroductionHtml":"

Purpose

This interactive workbook helps teams classify inventory risk, size buffers sensibly, and produce a prioritized action plan to reduce carrying costs while protecting on‑time delivery. Use it to evaluate individual SKUs (or paste summarized SKU groups), identify ABC‑XYZ heatmap priorities, and capture actionable pilots with owners and due dates.

How to use this form: evaluate one SKU at a time or paste summarised rows exported from your system. The form guides your judgment with practical guidance notes and captures structured outputs for reporting and pilot tracking.

","SubmitLabel":"Save SKU Assessment","SuccessMessage":"Assessment saved. Use the saved entries to build your heatmap and action plan.","DataType":"InventoryRiskAssessment","SchemaVersion":1,"Fields":[{"Key":"sku_id","Type":"text","Label":"SKU / Part Number","Required":true,"HelpText":"Unique identifier for the item (SKU, part number, or product code)."},{"Key":"sku_description","Type":"textarea","Label":"Description","HelpText":"Short description to help teams recognize the SKU."},{"Key":"lead_time_days","Type":"number","Label":"Average Supplier Lead Time (days)","Required":true,"HelpText":"Typical lead time from order to receipt. Use median if lead time distribution is skewed."},{"Key":"average_daily_usage","Type":"number","Label":"Average Daily Usage (units)","HelpText":"Useful for converting days into units when sizing buffers."},{"Key":"criticality","Type":"scale","Label":"Process / Customer Criticality","ScaleMin":1,"ScaleMax":5,"ScaleMinLabel":"Low","ScaleMaxLabel":"High","HelpText":"How quickly a shortage would disrupt production or customers. 5 = stops the line or critical customer impact."},{"Key":"demand_variability","Type":"scale","Label":"Demand Variability","ScaleMin":1,"ScaleMax":5,"ScaleMinLabel":"Stable","ScaleMaxLabel":"Highly Variable","HelpText":"Consider historical variation (coefficient of variation) and recent trend shifts."},{"Key":"supplier_reliability","Type":"select","Label":"Supplier On‑time Reliability","Options":[{"Value":"high","Label":"High (>=95% on‑time)"},{"Value":"medium","Label":"Medium (80–95%)"},{"Value":"low","Label":"Low (<80%)"}],"HelpText":"Based on your delivery performance data or supplier scorecards."},{"Key":"abc_category","Type":"select","Label":"ABC Category (Value/Importance)","Options":[{"Value":"A","Label":"A — High value / critical"},{"Value":"B","Label":"B — Moderate value"},{"Value":"C","Label":"C — Low value"}],"HelpText":"Common ABC segmentation (annual spend, criticality, or strategic importance)."},{"Key":"xyz_category","Type":"select","Label":"XYZ Category (Demand Variability)","Options":[{"Value":"X","Label":"X — Low variability"},{"Value":"Y","Label":"Y — Moderate variability"},{"Value":"Z","Label":"Z — High variability"}],"HelpText":"Use historical demand variability: X (predictable), Y (some variability), Z (highly unpredictable)."},{"Key":"current_on_hand","Type":"number","Label":"Current On‑Hand (units)","HelpText":"Physical or system balance at time of assessment."},{"Key":"current_safety_stock_days","Type":"number","Label":"Current Safety Stock (days)","HelpText":"If you track safety stock in days, enter it here. Otherwise leave blank or enter 0."},{"Key":"suggested_buffer_days","Type":"number","Label":"Suggested Buffer (days)","HelpText":"Enter your recommended buffer in days. Use the guidance below to calculate: suggested_buffer_days = round(lead_time_days * risk_factor + variability_adjustment). Risk factor increases with criticality and low supplier reliability. This form records your recommendation rather than calculating it automatically."},{"Key":"abc_xyz_intersection","Type":"select","Label":"ABC‑XYZ Intersection (heatmap cell)","Options":[{"Value":"A_X","Label":"A / X"},{"Value":"A_Y","Label":"A / Y"},{"Value":"A_Z","Label":"A / Z"},{"Value":"B_X","Label":"B / X"},{"Value":"B_Y","Label":"B / Y"},{"Value":"B_Z","Label":"B / Z"},{"Value":"C_X","Label":"C / X"},{"Value":"C_Y","Label":"C / Y"},{"Value":"C_Z","Label":"C / Z"}],"HelpText":"Select the cell that best represents this SKU. Use ABC for spend/importance and XYZ for demand variability."},{"Key":"risk_score","Type":"number","Label":"Composite Risk Score (1–100)","HelpText":"Optional numeric score for prioritization. Teams often map scales to 0–100; higher = greater risk. If you use a spreadsheet to compute scores, paste the result here."},{"Key":"priority_for_action","Type":"select","Label":"Priority for Corrective Action","Options":[{"Value":"immediate","Label":"Immediate (pilot or fix this SKU first)"},{"Value":"high","Label":"High"},{"Value":"medium","Label":"Medium"},{"Value":"low","Label":"Low"}],"HelpText":"Suggested priority based on heatmap and risk score."},{"Key":"proposed_action","Type":"textarea","Label":"Proposed Corrective Action or Mitigation","HelpText":"Examples: supplier development, dual sourcing, forecast refinement, packaging change, kanban, reorder point adjustment, or target pilot for demand smoothing."},{"Key":"action_owner","Type":"text","Label":"Action Owner (name or role)","HelpText":"Person or role responsible for implementing the action."},{"Key":"target_date","Type":"text","Label":"Target Completion Date","HelpText":"YYYY-MM-DD or your preferred date format."},{"Key":"expected_inventory_reduction_pct","Type":"number","Label":"Estimated Inventory Reduction (%) if action succeeds","HelpText":"Estimate of expected inventory reduction for planning and pilot measurement."},{"Key":"expected_service_impact","Type":"select","Label":"Expected Impact on Service / Stockouts","Options":[{"Value":"none","Label":"No expected increase in stockouts"},{"Value":"small","Label":"Small risk of service impact"},{"Value":"moderate","Label":"Moderate risk"},{"Value":"high","Label":"High risk — requires contingency"}],"HelpText":"Assess the probability that the proposed change could increase stockouts if it fails or uncovers hidden variability."},{"Key":"mitigation_measures","Type":"checkbox","Label":"Planned Mitigation Measures","Options":[{"Value":"safety_buffer","Label":"Maintain temporary safety buffer"},{"Value":"pilot_on_limited_sku_set","Label":"Pilot on a limited SKU set"},{"Value":"supplier_communication","Label":"Supplier development / expedited lanes"},{"Value":"forecast_improvement","Label":"Forecast and demand planning improvements"},{"Value":"process_stabilization","Label":"Process or machine stabilization"}],"HelpText":"Select measures you'll use to reduce risk during the change."},{"Key":"pilot_candidate","Type":"yesno","Label":"Is this a pilot candidate?","HelpText":"Mark as yes for SKUs you want to include in an initial phased reduction pilot."},{"Key":"pilot_scope_notes","Type":"textarea","Label":"Pilot Scope and Acceptance Criteria","HelpText":"Describe the pilot population, success metrics (e.g., inventory reduction %, service level maintained), and duration (e.g., 8 weeks)."},{"Key":"governance_ready","Type":"yesno","Label":"Governance Playbook Ready?","HelpText":"Has the pilot been captured in your governance playbook with roles, escalation, and review cadence?"},{"Key":"notes","Type":"textarea","Label":"Additional Notes","HelpText":"Any other observations, constraints, or context (seasonality, promotions, recalls, planned obsolescence, upcoming supplier changes)."}]}