Logistics and SCM Toolkit

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Make sure that your organization participates in cross functional teams and contributes to overall management and performance of daily operations, direct customer relations, information technology input, quality, and security.

More Uses of the Logistics and SCM Toolkit:

  • Warrant that your group provides training internally for Supply Chain personnel and customers on Logistics processes and technology.

  • Deliver change to the system that meet the needs of the business and your customers using best practices.

  • Make sure that your design develops tools/scripts to support and improve current build and release process and Continuous Integration and delivery initiatives.

  • Secure that your enterprise authorizes the release of drawings and changes specified by Program Management and other functional groups.

  • Perform demonstration of the updated system, post build (Configuration and Development) activities to showcase the incorporation and validate localization requirements.

  • Ensure your business performs operations involved in storage, inspection, identification, and receipt of property.

  • Confer with fulfillment sales management, Business Management and Supply Chain Management on Demand Planning and forecasting assumptions and analysis.

  • Create and develop site intimacy with key customers and stakeholders in Decision Making process.

  • Confirm your venture provides resources, processes, procedures, design considerations, and methods to ensure that assets are packaged/preserved, handled, stored, and transported properly.

  • Establish that your design handles storage, retrieval and disposal, and Inventory Management of products, materials, information, and other corporate assets.

  • Achieve inventory reconciliation by researching discrepancies and taking Corrective Action.

  • Establish and maintain a good professional rapport with all departments that work with Inventory Management.

  • Translate local Business Requirements into related configuration consideration as part of integration and interfacing with the Configuration and System Testing Factory Staff.

  • Coordinate and accomplish self help projects and minor repairs affecting the security, safety, and quality of life for all employees inside at work location.

  • Ensure your group understands high level analytical and technical information to plan and execute Supply Chain Management best practices utilizing LEAN Six Sigma principles.

  • Be accountable for developing implementation documentation and training materials for inventory and item management processes.

  • Ensure your planning complies; conducts research, analysis, benchmarking, and audits towards implementation of Supply Chain best practices.

  • Be certain that your business establishes appropriate standards and evaluates vendors performance and other sources for quality and effectiveness of services.

  • Manage work with logistics staff to ensure that vendors are able to meet your delivery/distribution requirements.

  • Support business, marketing, inventory or production strategies, and organizational / Supply Chain improvement opportunities to meet market needs.

  • Direct: review, maintain, record, and communicate real time inventory gaps to minimization product stock out issues pertaining to the open order report.

  • Be certain that your team serves as your organizational resource regarding Logistics policies, account coding, processing issues, and systems issues.

  • Be certain that your team serves as a resource on department and organizational initiatives; shares knowledge with customers and colleagues.

  • Steer: liaison between various departments with issues related to sales, inventory, accounting and operations.

  • Assure your project performs and monitors management (and procedural application) of manual or automated Inventory Control actions.

  • Be certain that your design assures Quality Control of all units utilizing the Enterprise Resource Planning (ERP) system for inventory applications.

  • Methodize: work in conjunction with central operations and Customer Service to handle complaints and ensure support plans are in place to maintain long term customer relationships.

  • Assure your organization delivers Supply Chain dashboard related to logistics, sourcing and overall Procurement Activities.

  • Drive technology release strategy, execution, and improvements across development life cycle.

  • Establish: review and assess risk to supply and demand variability and identify opportunities to manage and Mitigate Risk.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Logistics and SCM 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 Logistics and SCM improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are your responses positive or negative?

  2. What can be used to verify compliance?

  3. What are the business goals Logistics and SCM is aiming to achieve?

  4. Do you know what you are doing? And who do you call if you don't?

  5. How would you define the culture at your organization, how susceptible is it to Logistics and SCM changes?

  6. What could cause delays in the schedule?

  7. What are the core elements of the Logistics and SCM business case?

  8. Are Risk Management tasks balanced centrally and locally?

  9. What is the kind of project structure that would be appropriate for your Logistics and SCM project, should it be formal and complex, or can it be less formal and relatively simple?

  10. What is the recommended frequency of auditing?

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 Logistics and SCM book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Logistics and SCM Project Management Form Templates covering over 1500 Logistics and SCM 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 Logistics and SCM project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Logistics and SCM Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Logistics and SCM 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 Logistics and SCM 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 Logistics and SCM 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 Logistics and SCM project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Logistics and SCM 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 Logistics and SCM 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 Logistics and SCM investments work better.

This Logistics and SCM 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.