Procurement Activities Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are there any communications between the procuring entity and the bidders, other than appropriate requests for clarification of a bid made by the evaluating committee and responses from the bidders?

  2. Will departments have assigned procurement specialists that have insight into their business functions or will departments have to go to a different procurement specialist for each category of need?

  3. Do you consider it reasonable to assume that associations will want to retain control and be responsible for any associated procurement activities given the associations financial commitment?

  4. Has sufficient attention been given to any ethical or probity issues that may flow from procurement activities, as well as any risks for the contractor in service delivery?

  5. Does the procurement activity involve a complex process, pose higher risk or require specialist equipment that limits the number of potential suppliers in the market?

  6. Does management conduct periodic independent reviews of procurements and contracting activities to determine whether policies and procedures are being followed?

  7. Does the recipient ensure that contractors perform in accordance with the terms, conditions, and specifications of their contracts or purchase orders?

  8. Do personnel within the approved organization consider that the current procurement strategy and procurement practices are providing value for money?

  9. What are the most important aspects when providing an outsourcing service and how to deal with according to the experience of the selected companies?

  10. What information do you hold and collect relating to the sustainable development impact of your organizations overall policies/projects/activities?


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 Procurement Activities book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Change Request: Screen shots or attachments included in a Change Request?

  2. Stakeholder Analysis Matrix: What unique or lowest-cost resources does the Procurement Activities project have access to?

  3. Stakeholder Analysis Matrix: What are the key services, contractual arrangements, or other relationships between stakeholder groups?

  4. Quality Audit: Do the acceptance procedures and specifications include the criteria for acceptance/rejection, define the process to be used, and specify the measuring and test equipment that is to be used?

  5. Activity Duration Estimates: Would you rate yourself as being risk-averse, risk-neutral, or risk-seeking?

  6. Human Resource Management Plan: Are estimating assumptions and constraints captured?

  7. Requirements Management Plan: Describe the process for rejecting the Procurement Activities project requirements. Who has the authority to reject Procurement Activities project requirements?

  8. Roles and Responsibilities: Does the team have access to and ability to use data analysis tools?

  9. Stakeholder Analysis Matrix: What advantages do your organizations stakeholders have?

  10. Closing Process Group: What areas does the group agree are the biggest success on the Procurement Activities project?

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

1.0 Initiating Process Group:

  • 1.1 Procurement Activities project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Procurement Activities project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Procurement Activities 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 Procurement Activities 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 Procurement Activities 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 Procurement Activities 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 Procurement Activities project with this in-depth Procurement Activities Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Procurement Activities 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 Procurement Activities 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 Procurement Activities investments work better.

This Procurement Activities 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.