Global Sourcing Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Global 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 Global Sourcing improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. What policies, guidelines, and legal considerations should be in place to address the ethical, legal, and data privacy dimensions of AI usage?

  2. What processes are required to prioritize deposit accounts, transaction versus non transaction, to plan for staffing and resource allocation?

  3. Is the purpose of your event to reward and strengthen the collaboration between partners and the profile of your organization brand?

  4. Is it cumbersome and time consuming to track activities and secure approvals to satisfy your legal team and regulatory requirements?

  5. Has data analytics or tools helped your organization to optimize operational efficiency or productivity or customer value?

  6. Do you have contingencies to handle potential problems as shortages, a supplier going out of business, a strike, etc?

  7. How often do you reassess and adjust your demand generation strategies based on performance metrics and feedback?

  8. What does your organization do to identify and manage project risks during the development and delivery process?

  9. Does your organization disclose whether risk oversight/management are aligned with your organizations strategy?

  10. Does the information system alert support staff if indications of compromise or potential compromise occur?


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

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

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

Examples; 10 of the check box criteria:

  1. Executing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  2. Activity Attributes: Would you consider either of corresponding activities an outlier?

  3. Project Charter: Market – identify products market, including whether it is outside of the objective: what is the purpose of the program or Global Sourcing project?

  4. Change Request: What are the basic mechanics of the Change Advisory Board (CAB)?

  5. Stakeholder Analysis Matrix: Are they likely to influence the success or failure of your Global Sourcing project?

  6. Monitoring and Controlling Process Group: What were things that you did well, and could improve, and how?

  7. Variance Analysis: How are material, labor, and overhead standards set?

  8. WBS Dictionary: Is undistributed budget limited to contract effort which cannot yet be planned to CWBS elements at or below the level specified for reporting to the Government?

  9. Lessons Learned: How effective was each Global Sourcing project Team member in fulfilling his/her role?

  10. Stakeholder Management Plan: Is it possible to track all classes of Global Sourcing project work (e.g. scheduled, un-scheduled, defect repair, etc.)?

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

1.0 Initiating Process Group:

  • 1.1 Global Sourcing project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Global 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 Global 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 Global 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 Global 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 Global 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 Global Sourcing project with this in-depth Global Sourcing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Global 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 Global 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 Global Sourcing investments work better.

This Global 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.