Strategic Sourcing Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Strategic Sourcing 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Strategic Sourcing improvements can be made.

Examples; 10 of the 994 standard requirements:


1. In what ways can we use scenario planning and forecasting to anticipate and prepare for future risks and opportunities that may impact our ability to balance short-term cost savings with long-term value creation?
   
   

2. What training and capacity-building programs will we implement to equip category managers and procurement teams with the necessary skills and knowledge to incorporate sustainability into their sourcing decisions?
   
   

3. How will the organization ensure that strategic sourcing is aligned with social responsibility and sustainability objectives, and what measures will be taken to mitigate risks and promote positive outcomes?
   
   

4. How will we ensure that our strategic sourcing initiatives are aligned with our organization's digital maturity model, and what are the key milestones and timelines for achieving digital transformation?
   
   

5. What is the process for conducting regular business reviews and performance assessments with suppliers in emerging markets, and how will this information be used to inform strategic sourcing decisions?
   
   

6. What are the primary barriers to implementing strategic sourcing in an industry where relationships and trust are built over years, but suppliers can change ownership or go out of business suddenly?
   
   

7. What are the key cultural and behavioral changes required to support the integration of strategic sourcing with digital transformation, and how will we drive these changes across the organization?
   
   

8. What specific union agreements or contracts need to be considered when developing a strategic sourcing strategy, and how can these agreements be effectively integrated into the sourcing process?
   
   

9. Can partnerships or collaborations lead to new business models, revenue streams, or value propositions in strategic sourcing efforts, and what are the implications for supplier relationships?
   
   

10. How will the organization foster a culture of collaboration and trust between procurement, stakeholders, and suppliers, and what communication strategies will be used to promote this culture?
    
    


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 Strategic Sourcing book in PDF containing 994 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Stakeholder Management Plan: What potential impact does the stakeholder have on the Strategic Sourcing project?
   
   

2. Team Directory: How do unidentified risks impact the outcome of the Strategic Sourcing project?
   
   

3. Project Schedule: Understand the constraints used in preparing the schedule. Are activities connected because logic dictates the order in which others occur?
   
   

4. Network Diagram: What is your organizations history in doing similar activities?
   
   

5. Initiating Process Group: Are identified risks being monitored properly, are new risks arising during the Strategic Sourcing project or are foreseen risks occurring?
   
   

6. Work Breakdown Structure: What is the probability that the Strategic Sourcing project duration will exceed xx weeks?
   
   

7. Responsibility Assignment Matrix: When performing is split among two or more roles, is the work clearly defined so that the efforts are coordinated and the communication is clear?
   
   

8. Quality Audit: How does your organization know that its teaching activities (and staff learning) are effectively and constructively enhanced by its activities?
   
   

9. Cost Management Plan: Does the schedule include Strategic Sourcing project management time and change request analysis time?
   
   

10. Procurement Audit: When competitive dialogue was used, did the contracting authority provide sufficient justification for the use of this procedure and was the contract actually particularly complex?


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

1.0 Initiating Process Group:


• 1.1 Strategic Sourcing project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Strategic Sourcing project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Strategic Sourcing 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 Strategic Sourcing 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 Strategic Sourcing 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 Strategic Sourcing 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 Strategic Sourcing project with this in-depth Strategic Sourcing Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Strategic Sourcing 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 Strategic Sourcing 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 Strategic Sourcing investments work better.

This Strategic Sourcing 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.