Procurement Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Procurement 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 995 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 improvements can be made.

Examples; 10 of the 995 standard requirements:


1. How should the self assessment of departmental procurement capability be designed and performed to provide a reliable and effective measure of capability and a sound basis for continuous improvement?
   
   

2. Do you agree there should be a new unit to oversee public procurement with new powers to review and, if necessary, intervene to improve the commercial capability of contracting authorities?
   
   

3. When gratification is made for a procurement contract of your organization, typically what percentage of the value of the contract has to be paid in order to win the procurement contract?
   
   

4. Does your team have an independent perspective on how much the procurement should cost based on vendor economics and how vendors will expend money to achieve the targets in the contract?
   
   

5. Do you have an evaluation and governance team in place, including executive sponsor, project manager, subject matter experts, IT, finance, legal, procurement, and user representatives?
   
   

6. Do your purchase orders for materials and products provide specifications or other data in the detail necessary to ensure procurement which meet the requirements of the design data?
   
   

7. Does the archives director have the means and authority to procure goods and services required to meet program objectives without delays that would imperil the accomplishment?
   
   

8. Does the transaction involve licences, permits and transactions relating to public procurement which brings employees and others into frequent contact with public officials?
   
   

9. Has your procurement team ever caught a purchase order which should never have been created because you already have twelve of that particular item available in a warehouse?
   
   

10. Are you leveraging any special mechanisms made available by the procurement process, as agile procurement, challenge based procurement, and/or dynamic purchasing systems?
    
    


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 book in PDF containing 995 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Monitoring and Controlling Process Group: Did the Procurement project team have enough people to execute the Procurement project plan?
   
   

2. Activity Duration Estimates: Account for the four frames of organizations. How can they help Procurement project managers understand your organizational context for Procurement projects?
   
   

3. Project Performance Report: To what degree does the teams work approach provide opportunity for members to engage in open interaction?
   
   

4. Closing Process Group: How critical is the Procurement project success to the success of your organization?
   
   

5. Project Portfolio management: Strategic fit. are portfolios aligned to strategic business objectives?
   
   

6. Issue Log: In classifying stakeholders, which approach to do so are you using?
   
   

7. Project Management Plan: Development trends and opportunities. What if the positive direction and vision of your organization causes expected trends to change?
   
   

8. Procurement Audit: Is it tested periodically, whether your organizations way of handling tasks is competitive in relation to price and quality?
   
   

9. Quality Audit: How does your organization know that its system for recruiting the best staff possible are appropriately effective and constructive?
   
   

10. Stakeholder Management Plan: Are there processes in place to ensure internal consistency between the source code components?


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

1.0 Initiating Process Group:


• 1.1 Procurement project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose Procurement 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 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 investments work better.

This Procurement 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.