Category Managers Toolkit

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Build, develop, and manage team of direct and indirect Category Managers engaged in end to end Strategic Sourcing activities, Cost Savings across the enterprise, and negotiation strategies.

More Uses of the Category Managers Toolkit:

  • Provide leadership to the regional Category Managers and buyers.

  • Coordinate: monitor and track supplier performance and raise issues with strategic buyers and/or Category Managers.

  • Make sure that your planning complies; partners with Category Managers to address assortment gaps and develop unique, mission aligned products to surprise and delight your customers.

  • Organize: source and develop private label product in collaboration with Category Managers.

  • Develop merchandise allocation and replenishment buy strategies in partnership with the Category Managers.

  • Pilot: collaboration and interaction with Category Managers for the purpose of continuous strategy improvements.

  • Pilot: actively support category specialists, Category Managers, and Supply Chain managers in category strategy development, supplier selection, and supply Market Research.

  • Manage to review savings opportunities and align with the Category Managers on the development of any Corrective Action plans.

  • Orchestrate: work closely with the Category Managers.

  • Confirm your organization gathers, prepare, and presents pricing data and economic data for use in Contract Negotiations and supports Category Managers with Contract Negotiations and execution.

  • Manage work with vendors and Category Managers (CMS) in determining clones for new item forecasts, providing clone options and historical sales patterns.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Category Managers 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 999 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 Managers improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What resources or support might you need?

  2. Do you have past Category Managers successes?

  3. How do you promote understanding that opportunity for improvement is not criticism of the status quo, or the people who created the status quo?

  4. Who are the people involved in developing and implementing Category Managers?

  5. Is Category Managers realistic, or are you setting yourself up for failure?

  6. If you find that you havent accomplished one of the goals for one of the steps of the Category Managers strategy, what will you do to fix it?

  7. What is your organizations system for selecting qualified vendors?

  8. How do you cross-sell and up-sell your Category Managers success?

  9. How do you proactively clarify deliverables and Category Managers quality expectations?

  10. What other organizational variables, as reward systems or communication systems, affect the performance of this Category Managers process?


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

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Category Managers project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Category Managers project team have enough people to execute the Category Managers project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Category Managers project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

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

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 Category Managers 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 Managers 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 Managers 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 Managers 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 Managers 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 Managers project with this in-depth Category Managers Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Category Managers 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 Managers 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 Managers investments work better.

This Category Managers 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.