Procurement Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Procurement Management 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 990 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 Management improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Do the authorities have the capacity to communicate high level commitment to procurement good practice and to give direction on procurement mission, vision and values from a position of authority?

  2. Do you approach your source-to-pay sub-processes Ð spend analysis, category strategy, sourcing, negotiating and contracting, procurement and payment Ð as interrelated and interdependent?

  3. 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?

  4. What is the evidence to show the governance and project team for the procurement stage of the project have clear responsibilities, accountabilities and decision-making delegations?

  5. Is your organization still running online/mobile as separate silos from offline sales (different sales teams, different marketing teams, maybe even different procurement teams)?

  6. How do you practice sustainability measures in procurement processes in a manner consistent with both the principle of best-value-for-money and international trade obligations?

  7. Do you have officers who are responsible for procurement across the whole organization and who work closely with services / departments to understand procurement requirements?

  8. 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?

  9. How are sustainability measures in procurement processes practiced in a manner consistent with both the principle of best-value-for-money and international trade obligations?

  10. Does the sourcing team have global procurement expertise capable of identifying new alternate suppliers or it is dependent on customer and distributor recommendations alone?


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 Management book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Risk Audit: What are the strategic implications with clients when auditors focus audit resources based on business-level risks?

  2. Stakeholder Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?

  3. Project Scope Statement: Once its defined, what is the stability of the Procurement Management project scope?

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

  5. Procurement Management Plan: Have activity relationships and interdependencies within tasks been adequately identified?

  6. Risk Audit: Are all managers or operators of the facility or equipment competent or qualified?

  7. Scope Management Plan: Is current scope of the Procurement Management project substantially different than that originally defined?

  8. Procurement Audit: Does your organization maintain a current file of vendors and vendor catalogues?

  9. Initiating Process Group: Have you evaluated the teams performance and asked for feedback?

  10. Activity Duration Estimates: Are costs that may be needed to account for Procurement Management project risks determined?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Procurement Management 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 Management 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 Management investments work better.

This Procurement Management 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.