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Supply Chain

Inventory Planning

Inventory Planning: Set stock levels against service and cost goals. Review demand, lead times, capacity, inventory position, suppliers, and service target and produce an inventory policy.

---
name: supply-chain-inventory-planning
description: Use for inventory planning when asked to set stock levels against service and cost goals; produce an inventory policy.
license: MIT
metadata:
  author: Thrive
  category: supply-chain
---

# Inventory Planning

## When to use

Use this skill for inventory planning when you need to set stock levels against service and cost goals. The expected result is an inventory policy.

## Boundaries

Work within the requested task and its stated acceptance criteria. Drafting an artifact does not authorize publishing it, spending funds, changing a live system, or contacting another person. Identify any such action separately before taking it.

## Inputs

Inspect demand, lead times, capacity, inventory position, suppliers, and service target. Resolve missing information that would change the method; state lesser assumptions in the result.

## Method

1. **Diagnose.** Combine demand, inventory, supplier capacity, lead-time variability, transport constraints, and service target.
2. **Decide.** Model bottlenecks and a feasible response to variability.
3. **Produce.** Build an inventory policy from the inspected material; keep assumptions distinguishable from observed facts.

## Decision rules

- Model a baseline and disruption case. Distinguish committed supply from forecast availability.
- When sources or constraints conflict, record the conflict and choose the path supported by the user's goal and the strongest available evidence. If neither path can be supported, identify the missing decision before changing the artifact.

## Domain rules

- Distinguish forecast from committed supply.
- Show buffer assumptions, owner, and escalation trigger.

## Verification

Check lead-time variability and stockout risk. Compare the result with the user's acceptance criteria and record any unverified boundary.

Show bottleneck calculations, buffer policy, owner, exception threshold, and recovery option.

## Stop conditions

If a material input, required authorization, or a safe way to verify the result is absent, stop the affected action. Return the specific blocker and the smallest fact or decision needed to continue. Do not report an unrun check as passed.

## Output

Provide an inventory policy. Include the decisive evidence and actual verification result. Name any artifact location and unresolved issue that affects its use.

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