Purchasing Management Toolkit

$395.00
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Purchasing 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Purchasing Management improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Do suppliers cascade encouragement, guidance, fair trading terms and rewards for good economic, socially and environmentally responsible management when dealing with second and third tier suppliers?

  2. Is collaboration just the latest buzzword in management, or could it be that there are actually benefits to be gained by your organization when working with other departments toward a common goal?

  3. Is it the channels of supply, or is it the buying behaviour of your end users that drives the purchasing decisions and which would best allow you to design an effective marketing mix?

  4. What factors support the argument that the purchasing executive is in excellent position to contribute to that portion of organization profits that originates in the area of quality?

  5. Is the purchasing process coordinated with inventory management through analysis of usage rates and purchase process time to determine order points and appropriate inventory levels?

  6. What is the role of the main purchasing categories in your organizations and what are the mechanisms of integrating the business organization and the main purchasing categories?

  7. Does the contract address, if applicable, the cost and responsibility for purchasing and maintaining any equipment, hardware, software, or other item related to the activity?

  8. What impact can, and will, purchasing activities have on the total supply chain – from suppliers suppliers through to customer and beyond – and what value can it add?

  9. Does your organization have a purchasing or contracting policy that gives preference to suppliers that meet sustainable management or environmental standards?

  10. What you must ask is, can all the costs and all the benefits incurred by your stakeholder when purchasing/using your product or an alternative be quantified?


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 Purchasing Management book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Schedule variances – how will schedule variances be identified and corrected?

  2. Schedule Management Plan: Are all activities captured and do they address all approved work scope in the Purchasing Management project baseline?

  3. Lessons Learned: How complete and timely were the materials you were provided to decide whether to proceed from one Purchasing Management project lifecycle phase to the next?

  4. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  5. Lessons Learned: Recommendation: what do you recommend should be done to ensure that others throughout your organization can benefit from what you have learned?

  6. Project Charter: Assumptions and constraints: what assumptions were made in defining the Purchasing Management project?

  7. Risk Audit: Does your organization have a process for meeting its ongoing taxation obligations?

  8. Activity Duration Estimates: How many different communications channels does a Purchasing Management project team with six people have?

  9. Activity Duration Estimates: Are processes defined to monitor Purchasing Management project cost and schedule variances?

  10. Activity Cost Estimates: What happens if you cannot produce the documentation for the single audit?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Purchasing 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 Purchasing 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 Purchasing Management investments work better.

This Purchasing 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.