Supplier Evaluation Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Supplier Evaluation 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 Supplier Evaluation improvements can be made.

Examples; 10 of the 999 standard requirements:


1. When evaluating proposals and bids from potential suppliers of a communications solution, which are the factors that your organization most takes into consideration for a final supplier selection?
   
   

2. Does the financial organization have policies to prevent the use of illegal predatory consumer adverse sales goals as the bases for evaluation, promotion, discipline or compensation of employees?
   
   

3. Is there a written procedure detailing how suppliers and service providers are evaluated, approved, and include the ongoing verification activities including monitoring?
   
   

4. Does the procurement unit evaluate and benchmark its performance against other purchasers in areas as practices and procedures, prices paid and transaction costs?
   
   

5. Are you able to automatically and dynamically reallocate volumes across your suppliers based on anticipated delivery risk, quality, timeliness, and cost metrics?
   
   

6. Are the individual task specific measurement procedures capable of providing low uncertainty results representative of the characteristic of interest?
   
   

7. Does the facility have a process in place to evaluate and update environmental, social, and governance policies and systems on an on going basis?
   
   

8. Does the supplier further subcontract the services/products concerned and does the supplier have its own supplier evaluation process in place?
   
   

9. Are the technical and financial proposals required to be in separate envelopes and remain sealed until the technical evaluation is completed?
   
   

10. Is there a procedure to evaluate suppliers and service agents for suitability where the service or supply may affect organization testing?
    
    


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 Supplier Evaluation book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Quality Audit: Can your organization demonstrate exactly how and why results were achieved?
   
   

2. WBS Dictionary: Budgets assigned to major functional organizations?
   
   

3. Monitoring and Controlling Process Group: How well defined and documented were the Supplier Evaluation project management processes you chose to use?
   
   

4. Procurement Audit: Does the department have a procurement strategy and is it implemented?
   
   

5. Quality Management Plan: Contradictory information between different documents?
   
   

6. Project Schedule: Is the Supplier Evaluation project schedule available for all Supplier Evaluation project team members to review?
   
   

7. Scope Management Plan: Are cause and effect determined for risks when they occur?
   
   

8. Assumption and Constraint Log: Are there cosmetic errors that hinder readability and comprehension?
   
   

9. Project Scope Statement: Write a brief purpose statement for this Supplier Evaluation project. Include a business justification statement. What is the product of this Supplier Evaluation project?
   
   

10. Quality Audit: Is there a written procedure for receiving materials?


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

1.0 Initiating Process Group:


• 1.1 Supplier Evaluation project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Supplier Evaluation project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Supplier Evaluation 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 Supplier Evaluation 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 Supplier Evaluation 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 Supplier Evaluation 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 Supplier Evaluation project with this in-depth Supplier Evaluation Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Supplier Evaluation 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 Supplier Evaluation 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 Supplier Evaluation investments work better.

This Supplier Evaluation 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.