Category Management Toolkit

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Structure your category management organization and how should it be managed

 

How can best practice of Category Management benefit your organization?

Does your organization possess a Category Management function that can provide the required corporate knowledge for consultancy engagements?

How do you structure your Category Management organization and how should it be managed?

Which activities are included in your product Category Management practices?

Is Category Management a familiar term within your organization?




...Find the answers to these, and more, questions with this Category Management Toolkit:

  • Use performance measurement in your organization.
  • Get your organization on board to make it happen.
  • Measure the value of services provided to your laureate organization.
  • Decide which product categories to use across your organization.
  • Complete your organization IT Investment Portfolio Summary.
  • Report your organization Budget Accounts Summary.
  • Agree the boundaries of the role with subject matter experts within your organization.
  • Add line items from existing blanket purchase agreements to your order.
  • Measure your own change readiness.



HOW THIS TOOLKIT WORKS:

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 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 Category Management improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. How do you identify and anticipate how requirements and changing expectations will differ across customers, customer groups, and market segments and across the customer life cycle?

  2. What is the product category, its background, development, technology, stage in adoption and diffusion, and product life cycle, and where are corresponding variables heading?

  3. Does the sourcing/procurement department own/control sourcing decisions and supplier management or is the sourcing/procurement department an influencer?

  4. Why have the risks of non-compliance with open source software licenses increased, and what are the main license requirements for open source software?

  5. Are the enhancements made to the Access Control Category enough to ensure the breadth of Identity and Access Management is addressed?

  6. Is the retailer more efficient after adopting category management principles, and does that efficiency lead to greater profitability?

  7. How many tools does your ops and/or security team use to find vulnerabilities that need to be patched on each category of endpoints?

  8. Has the procurement organization structure changed with the implementation of the current procurement category management strategy?

  9. Will demos, supporting a new item launch, need to be presented through the Vendor Portal and authorized by the Category Manager?

  10. What is the policy for the creation of a new relationship category who can create a new category or disable an existing one?


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 990 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. Human Resource Management Plan: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  2. Risk Register: What action, if any, has been taken to respond to the risk?

  3. Probability and Impact Assessment: How will economic events and trends likely affect the Category Management project?

  4. Assumption and Constraint Log: Have Category Management project management standards and procedures been established and documented?

  5. Procurement Audit: Have the funding arrangements been agreed where payments take place over several financial periods?

  6. Team Performance Assessment: When a reviewer complains about method variance, what is the essence of the complaint?

  7. Quality Management Plan: List your organizations customer contact standards that employees are expected to maintain. How are corresponding standards measured?

  8. Lessons Learned: How effective were the techniques used to prepare you and your organization for the impact of the changes brought about by the product or service produced by the Category Management project?

  9. Team Member Performance Assessment: What, if any, steps are available for employees who feel they have been unfairly or inaccurately rated?

  10. Requirements Management Plan: Which hardware or software, related to, or as outcome of the Category Management project is new to your organization?

 
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.





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CONTENTS:


Checklists:


Checklists:Category Management Checklist Report on CATEGORY.pdf

Checklists:Category Management Checklist Report on MANAGEMENT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Category_Management_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Category Management Self-Assessment Pre-Filled EXAMPLE.xlsx





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


STEP 2 Set concrete goals tasks dates and numbers you can track:Category_Management.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Category Management Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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These skills will enrich every part of your life.

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