Procurement Process Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Procurement Process Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Procurement Process 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 Procurement Process specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Procurement Process 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Procurement Process improvements can be made.

Examples; 10 of the 990 standard requirements:


1. Are all purchase orders, goods receipts, invoices, and payment transactions stored in a central repository that can be queried and exported in part, or in full, for spend analysis at any time?
   
   

2. What strategies does your organization employ for engaging or promoting the participation of historically underutilized businesses in your procurement and contracting processes?
   
   

3. Are you leveraging any special mechanisms made available by the procurement process, as agile procurement, challenge based procurement, and/or dynamic purchasing systems?
   
   

4. Are the right skills, experiences and competencies present in the acquisition workgroup and are the necessary outside specialists involved in part of the process?
   
   

5. Are there highly technical or other complexities that require intensive user interaction and involvement with specifications and communication with suppliers?
   
   

6. Is the performance of the procurement function/unit benchmarked with other procurement functions/units in the different stages of the procurement process?
   
   

7. What processes should be instituted to ensure streamlined review of winning projects resulting from a procurement process that conforms to guidelines?
   
   

8. What procurement processes support effective selection and engagement of an evaluation team and effective management of the evaluation project?
   
   

9. Are you able to deliver purchase orders, purchase order changes, purchase order requests, and goods receipts electronically to your suppliers?
   
   

10. How do you ensure your commissioning and procurement processes value the additional benefits that local providers bring to service delivery?
    
    


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 Procurement Process book in PDF containing 990 requirements, which criteria correspond to the criteria in...


Your Procurement Process 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 Procurement Process Self-Assessment and Scorecard you will develop a clear picture of which Procurement Process 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 Procurement Process 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 Procurement Process projects with the 62 implementation resources:


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


Examples; 10 of the check box criteria:


1. Procurement Management Plan: Is it possible to track all classes of Procurement Process project work (e.g. scheduled, un-scheduled, defect repair, etc.)?
   
   

2. Procurement Audit: Is electronic procurement applied to reduce transaction costs?
   
   

3. Procurement Audit: Does the individual having check-signing responsibility review the use of the signature plates?
   
   

4. Quality Metrics: What if the biggest risk to your business were the already stated people who do not complain?
   
   

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

6. Team Operating Agreement: Methodologies: how will key team processes be implemented, such as training, research, work deliverable production, review and approval processes, knowledge management, and meeting procedures?
   
   

7. Stakeholder Management Plan: Which of the records created within the Procurement Process project, if any, does the Business Owner require access to?
   
   

8. Cost Management Plan: Schedule contingency – how will the schedule contingency be administrated?
   
   

9. Project Performance Report: To what degree is the team cognizant of small wins to be celebrated along the way?
   
   

10. Activity Cost Estimates: Padding is bad and contingencies are good. what is the difference?


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

1.0 Initiating Process Group:


• 1.1 Procurement Process project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Procurement Process project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Procurement Process 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 Procurement Process 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 Procurement Process 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 Procurement Process 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 Procurement Process project with this in-depth Procurement Process Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Procurement Process 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 Procurement Process 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 Procurement Process investments work better.

This Procurement Process 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.