Negotiation Toolkit

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Be accountable for understanding the scope of supply and customer contract agreements, performing Risk Analysis and preparing for Negotiations with suppliers and identifying Supply Chain risks and monitoring the Supply Chain during project execution to avoid potential issues/risks.

More Uses of the Negotiation Toolkit:

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

  • Ensure you surpass; lead new Business Development and existing client activities inside assigned accounts through proposal and Negotiation, culminating in new contract agreements.

  • Ensure your organization develops and implements acquisition and development strategies, evaluates potential transactions and shepherds the transaction through commercial Negotiations and closing.

  • Be certain that your corporation builds deep and trusting relationships with counterparts at partner companies in order to promote collaboration, support visioning of growth areas and facilitate Negotiations.

  • Lead the Negotiation of contracts, contract changes, specifications, operating budgets, schedule milestones, and key terms and condition.

  • Oversee: interface with business owners to ensure Contract Negotiation objectives align with key stakeholder expectations and provide project status and analysis throughout the Negotiation and contract development phases.

  • Coordinate: Scope Management is able to take ownership to understand the full scope the project and become a custodian of any scope changes by applying Critical Thinking and Negotiation skills.

  • Ensure you do cument; 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.

  • Collaborate with field sales team in Contract Negotiations with customer; assess risk and reach profitable agreements and longterm Customer Engagement.

  • Develop standards and strategies for Contract Negotiation and serve as the primary organizational contact during the Contract Negotiation process.

  • Confirm your strategy ensures maximum third party reimbursement through effective Negotiation of service contracts with managed care organizations, government departments, and other payers.

  • Listen to the needs of the internal client or external customer to understand the broader context of issues that arise during Contract Negotiations and strategic initiatives.

  • Drive system consolidation where possible and keep IT footprint manageable and cost effective through Contract Negotiation and Vendor Management.

  • Serve as a key member on Negotiation teams to effectuate the execution of deals to ensure effective execution of purchase agreement commitments and enable a seamless transition to post close integration.

  • Manage contracts and all Contract Negotiations for Statements Of Work for professional services, Master Service Agreements, SaaS agreements, contract renewals, amendments, etc.

  • Facilitate resolution of commercial issues involving price Negotiations, obsolescence, receivable/accounting issues, and various other business topics.

  • Ensure you can participate Negotiations with outside vendors on rights management, negotiating, licensing and subsequent considerations with Moxie legal counsel.

  • Advise on all phases of Negotiation with the contract specialist/contracting officers for contract modifications, change orders, supplemental agreements, and delivery order processes.

  • Make sure that your group develops demand and sales of products and services by investigating and resolving customer problems, recommends modifications to the product/service line, and coordinates sales Negotiations with appropriate personnel.

  • Organize: when working with partners, you take a win win approach to Contract Negotiations as you build new business relationships in order to drive profitable growth.

  • Perform Business Case analysis, estimated savings projections, estimated return on investments, deployment strategies, and Negotiation targets.

  • Assure your team has ownership of the customer relationship, has authority to execute a Decision Making process on the impact of out of scope issues and to lead related commercial Negotiations and contract amendments in conjunction with the Commercial Management.

  • Make sure that your corporation supports sales and implementation teams by providing data, conducting Market Trends, collaborating on Negotiation strategies, and maintaining the health of the network to fulfill prospective client RFPs and on boarding efforts.

  • Coordinate cooperative activities, monitor developments in partner policies and programs, monitor organization contributions, and support the development, Negotiation and implementation of agreements.

  • Lead the review and Negotiation for partner contracts to ensure consistency with existing Processes And Systems or highlight changes needed to integrate for future growth plans.

  • Confirm your enterprise tracks program scope and ensures that any requirement changes are managed in accordance with the change clauses in the contract leading customer Negotiations where appropriate.

  • Manage work with legal and sales teams to address trends in Contract Negotiations and recurring contracting challenges in order to enhance contracting strategies and techniques.

  • Organize: Risk Assessments, cloud workgroup meetings, Contract Negotiation, develop standards and policy related to cloud, Machine Learning, AI and Big Data.

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


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are Negotiation changes recognized early enough to be approved through the regular process?

  2. How does the team improve its work?

  3. Who is responsible for Negotiation?

  4. Do those selected for the Negotiation team have a good general understanding of what Negotiation is all about?

  5. What training and capacity building actions are needed to implement proposed reforms?

  6. Why should you adopt a Negotiation framework?

  7. Why the need?

  8. What is your plan to assess your security risks?

  9. Have you defined which data is gathered how?

  10. Where do ideas that reach policy makers and planners as proposals for Negotiation strengthening and reform actually originate?

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

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

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

  4. Closing Process Group: Did the Negotiation project team have enough people to execute the Negotiation 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 Negotiation 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 Negotiation 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 Negotiation 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 Negotiation project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Negotiation 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 Negotiation 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 Negotiation investments work better.

This Negotiation 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.