Procurement Leaders Toolkit

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Share your knowledge on responsible procurement and supply chain management

 

What would be your one piece of advice to the future Procurement Leaders?

How has your organization integrated sustainability criteria into procurement processes?

Do your procurement recruiters have the tools and resources in place to fill your hiring needs in a timely manner?

What are the key factors that are affecting procurement at your organization?




...Find the answers to these, and more, questions with this Procurement Leaders Toolkit:

  • Convince the rest of your organization that procurement is a strategic partner.
  • Distinguish in your procurement between greenfield projects and brand new construction.
  • Integrate innovative sustainability programs into your indirect procurement processes.
  • Make innovation accessible via procurement for your organization.
  • Plan to control and report the procurement and delivery status of equipment and bulk materials on your project.
  • Monitor the procurement activities in your office and the performance of your procurement staff.
  • Justify your conducting of the procurement.
  • Address difficulties facing your field offices and make general procurement easier.
  • Plan the procurement process and select suppliers in the project.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Procurement Leaders 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 991 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 Leaders improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Has your organization established, implemented and maintained processes to control the procurement of products and services in order to ensure conformity to its OH&S management system?

  2. How do you leverage technology to meet corresponding new requirements and support more advanced processes that enable both procurement and human resources to add value to the program?

  3. Are all the stakeholders aligned (for example, customer deal management team, customer business units, service providers) do some have a shared vision of where the deal needs to go?

  4. How should procurement be involved in talent development and management in high-visibility categories as marketing and legal, which have historically been managed by the business?

  5. How is the stakeholder engagement plan for the Procurement stage being resourced, coordinated across the delivery organization and reflected in the current project activities?

  6. How can top marketing and procurement leaders best prepare themselves for the seismic level of innovation in the advertising and marketing services industry already under way?

  7. Do you have existing templates of procurement plans or evaluation plans for you to adapt, or will you be required to develop your own procurement plan and evaluation plan?

  8. Is there a role in your Procurement organization equivalent to a Sales Key Account Manager (someone in charge of acting as single point of contact for global activities)?

  9. Does your organization that will conduct the procurement have written and detailed regulations and manuals that emphasize the need for transparency and competitiveness?

  10. How has the asset owner provided feedback into the delivery organization around planning, design, procurement strategy, stakeholder management and operator engagement?


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 Leaders book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are meeting minutes captured and sent out after the meeting?

  2. Procurement Audit: Are the supporting documents for payments voided or cancelled following payment?

  3. Project Performance Report: To what degree can team members meet frequently enough to accomplish the teams ends?

  4. Project or Phase Close-Out: Who are the Procurement Leaders project stakeholders and what are roles and involvement?

  5. Team Member Status Report: Are your organizations Procurement Leaders projects more successful over time?

  6. Project Scope Statement: Will tasks be marked complete only after QA has been successfully completed?

  7. Probability and Impact Matrix: Pay attention to the quality of the plans: is the content complete, or does it seem to be lacking detail?

  8. Planning Process Group: You are creating your WBS and find that you keep decomposing tasks into smaller and smaller units. How can you tell when you are done?

  9. Procurement Management Plan: Is the Procurement Leaders project sponsor clearly communicating the business case or rationale for why this Procurement Leaders project is needed?

  10. Responsibility Assignment Matrix: Are estimates of costs at completion generated in a rational, consistent manner?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Procurement Leaders 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 Leaders 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 Leaders 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 Leaders 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 Leaders 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 Leaders project with this in-depth Procurement Leaders Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Procurement Leaders 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 Leaders 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 Leaders investments work better.

This Procurement Leaders 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.





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CONTENTS:


Checklists:


Checklists:Procurement Leaders Checklist Report on PROCUREMENT.pdf

Checklists:Procurement Leaders Checklist Report on MANAGEMENT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Procurement Leaders Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Procurement_Leaders_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Procurement_Leaders.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Procurement Leaders Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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