Procurement Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

€226,79
(46 reviews) Write a Review
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Procurement 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 863 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 improvements can be made.

Examples; 10 of the 863 standard requirements:

  1. How can the value of Procurement be defined?

  2. Do you have a vision statement?

  3. How do we maintain Procurements Integrity?

  4. Who defines the rules in relation to any given issue?

  5. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?

  6. Is a fully trained team formed, supported, and committed to work on the Procurement improvements?

  7. Will new equipment/products be required to facilitate Procurement delivery for example is new software needed?

  8. Is it clearly defined in and to your organization what you do?

  9. What is Procurements impact on utilizing the best solution(s)?

  10. How is progress measured?


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 book in PDF containing 863 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Procurement Project Management Form Templates covering over 6000 Procurement project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Has a provision been made to reassess Procurement project risks at various Procurement project stages?

  2. Responsibility Assignment Matrix: Identify potential or actual overruns and underruns?

  3. Procurement Audit: Is the procurement process organized the most appropriate way taking into consideration the amount of procurement?

  4. Work Breakdown Structure: How will you and your Procurement project team define the Procurement projects scope and work breakdown structure?

  5. Human Resource Management Plan: Are all payments made according to the contract(s)?

  6. Cost Management Plan: What is the work breakdown structure for the Procurement project?

  7. Team Performance Assessment: Is there a particular method of data analysis that you would recommend as a means of demonstrating that method variance is not of great concern for a given dataset?

  8. Risk Data Sheet: What do people affected think about the need for, and practicality of preventive measures?

  9. Cost Baseline: What does it mean to say a task is 75% complete after 3 months?

  10. Schedule Management Plan: Define units of measurement for each resource. For example, are you referencing gallons or liters?

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

1.0 Initiating Process Group:

  • 1.1 Procurement project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Procurement 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 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 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 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 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 project with this in-depth Procurement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Procurement 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 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 investments work better.

This Procurement 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 5th Sep 2018

    Caryn B. Vice President Production

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 5th Sep 2018

    DAVIN B. Systems Manager

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 4th Sep 2018

    BRETT O. Strategist

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 4th Sep 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Sep 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 2nd Sep 2018

    James S. Account Manager

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 5th Aug 2018

    HARRY M. Enterprise Architect

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 5th Aug 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Aug 2018

    JULIE M. AWS Solution Architect