Indirect procurement Toolkit

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Make sure that your organization contributes to the performance and output of the team to drive change and develop, implement, optimize and/or continuously improve work processes, techniques and systems and deliver supply side saving projects in accordance with Group targets.

More Uses of the Indirect procurement Toolkit:

  • Devise: monitor supplier performance through the life of the contract; identify opportunities to drive value through improvements in supplier performance.

  • Be accountable for identifying, developing, and leading business relationships, internally and externally, to ensure alignment of sourcing strategies to meet business requirements.

  • Initiate: work as liaison on initiatives between supplier, internal customer, legal, finance and it to obtain a successful contract that offers best overall fit for the needs of your organization.

  • Be accountable for the Purchasing Key Performance Indicators (KPIs) and working with the entire supported function/ business units.

  • Be accountable for partnering across the Procurement organization and Business Functions to deliver improved processes and policies.

  • Govern: conduct negotiations and develop, negotiate and close commercial contracts (master supply/service agreements or other commercial contracts, as appropriate).

  • Coordinate procurement activity across indirect category teams, engaging with stakeholders across functions.

  • Manage: review and validate purchase requisition for indirect products/services and CAPEX (where relevant) for several sites.

  • Confirm your project supports implementation and compliance to policies, procedures and controls to ensure effective Procurement Activities and vendor execution.

  • Set annual Cost Savings targets, perform cost/ price analysis and conduct supplier negotiations to achieve targets.

  • Develop and implement contracts that provide opportunities to increase Reduce Costs, minimize risks and provide opportunities.

  • Ensure your business oversees administrative support functions related to budget formulation and execution, accounting, procurement, property, personnel, safety, and space and Facility management.

  • Ensure you undertake; build the category metrics model based on input from the category team to track and monitor performance to the category strategy.

  • Provide a buying service to all organization employees requiring indirect goods/services and CAPEX (where relevant) for the group of sites in scope.

  • Manage work with the various internal business and external partners to streamline how WFM sources products, focusing on partnership, transparency, integrity, and ease of procurement.

  • Orchestrate: work to identify, develop and implement improved supply side initiatives to deliver sustainable value, appropriate quality and service, and a secure, safe, cost effective and ethical supply base.

  • Confirm your organization supports business improvement initiatives across programs of work to ensure that the strategic goals of the business and Procurement are met.

  • Drive the use of best practice procurement Processes And Systems across Indirect procurement and the wider stakeholder community.

  • Ensure security of supply for critical projects, products and services; eliminate unacceptable single supply risks and implement necessary contingency plans.

  • Organize: work in accordance with the group procurement Operating model, group Policies And Standards, the SBU Procurement Activities from category strategy development to contract, implementation and Supplier Management.

  • Confirm your group participates in manufacturer audits and site visits to ensure the manufacturing practices and raw materials are in line with WFMs market standards.

  • Be certain that your organization develops specific sourcing strategies with equipment providers by focusing on cost reduction initiatives to reduce capital investment and /or life cycle costs.

  • Confirm your organization ensures Procurement Activities are in accordance with Procurement Excellence strategy, goals and Group Procurement Policy/Standards.

  • Organize: place purchase orders, obtain order confirmations and expedite orders to ensure On Time Delivery for several sites.

  • Arrange that your design participates in the supplier review meetings to help assess service, growth trajectory, category movement, and opportunities for additional savings.

  • Support the commodity management team with maintaining supplier relationships, monitoring supplier performance, addressing supply issues, and developing new products and programs.

  • Ensure you integrate; lead the Asset Management program to lead any sale or acquisition of new or used equipment, utilizing auctions, Asset Management Suppliers, or other methods to transact most effectively.

  • Make sure that your business complies;
  • Support the selection and approval of suppliers to ensure an appropriate supplier base is identified who can deliver on key Business Needs.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Indirect 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 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 Indirect procurement improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you hand over Indirect procurement context?

  2. Is supporting Indirect procurement documentation required?

  3. Has your scope been defined?

  4. Why will customers want to buy your organizations products/services?

  5. Which Indirect procurement goals are the most important?

  6. Do staff qualifications match your project?

  7. What is a worst-case scenario for losses?

  8. What happens if you do not have enough funding?

  9. Who have you, as a company, historically been when you've been at your best?

  10. What is the definition of success?

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

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

  • 62 step-by-step Indirect Procurement Project Management Form Templates covering over 1500 Indirect procurement 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 Indirect procurement project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Indirect procurement project team have enough people to execute the Indirect procurement 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 Indirect procurement 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 Indirect Procurement Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Indirect 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 Indirect procurement project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Indirect procurement project with this in-depth Indirect procurement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Indirect 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 Indirect 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 Indirect procurement investments work better.

This Indirect 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.