Category Management Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Category Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Category Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Category Management specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Category Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Category Management improvements can be made.

Examples; 10 of the 996 standard requirements:


1. What risk category, if added or elevated to the same level as the other categories, would add the most additional benefit to your supply chain risk management program?
   
   

2. Do you have formal staff induction and training program for new employees that covers all relevant workplace health and safety requirements?
   
   

3. Is your organization amenable to allowing time to establish population experience around the Quality Category of Performance Guarantees?
   
   

4. How do you get senior management to understand the commercial value of community investment in the wider realm of sustainability?
   
   

5. What new solutions that can reduce the logistics leverage and optimize the supply chain of goods are used by companies?
   
   

6. Does your organization have experience, expertise or knowledge that can be applied to a social or environmental issue?
   
   

7. How reliable is your organizations income and does it have a strategy for addressing risks to major income streams?
   
   

8. What is your organizations exit strategy and how will the programs transition to alternative sources of financing?
   
   

9. What is the relationship between the chair and the chief executive, and between the board and the management team?
   
   

10. Does your organization think carefully about the external environment when setting and reviewing its priorities?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Category Management book in PDF containing 996 requirements, which criteria correspond to the criteria in...


Your Category Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Category Management Self-Assessment and Scorecard you will develop a clear picture of which Category Management areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Category Management Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Category Management projects with the 62 implementation resources:


• 62 step-by-step Category Management Project Management Form Templates covering over 1500 Category Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Schedule Management Plan: Are post milestone Category Management project reviews (PMPR) conducted with your organization at least once a year?
   
   

2. Lessons Learned: How much of your time was spent on other than this Category Management project?
   
   

3. Human Resource Management Plan: Identify who is needed on the core Category Management project team to complete Category Management project deliverables and achieve its goals and objectives. What skills, knowledge and experiences are required?
   
   

4. Risk Management Plan: Was an original risk assessment/risk management plan completed?
   
   

5. Schedule Management Plan: Is your organization certified as a supplier, wholesaler and/or regular dealer?
   
   

6. Contractor Status Report: What was the actual budget or estimated cost for your organizations services?
   
   

7. Activity Duration Estimates: Will additional funds be needed for hardware or software?
   
   

8. Closing Process Group: How well did the chosen processes produce the expected results?
   
   

9. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

10. Project Schedule: Did the final product meet or exceed user expectations?


 
Step-by-step and complete Category Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Category Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Category Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Category Management project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Category Management project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Category Management project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Category Management project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Category Management project with this in-depth Category Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Category Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Category Management and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Category Management investments work better.

This Category Management All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.