Supplier Management Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What systems and supporting procedures, including expenditure and procurement authorities/ approvals, are needed for management control and to ensure probity and accountability?

  2. How to lock in supply when current spend levels with critical suppliers may only be moderate, significantly constraining the market power and attractiveness of the buyer?

  3. What systems and supporting procedures, including expenditure and procurement authorities, are needed for management control and to ensure integrity and accountability?

  4. What risk category, if added or elevated to the same level as the other categories, would add the most additional benefit to your supply chain risk management program?

  5. Is there a system in place to manage aspects of, and/or control of any known instances, of soil or groundwater contamination resulting from facility operations?

  6. Does your organization have centralized control over the supplier data and processes coming from the various systems involved in supplier management?

  7. Do you observe a more general pattern of customers taking control over transactions in which the balance of power has shifted in favor of suppliers?

  8. Are there procedures in place to ensure the cause of the emergency is determined and action is taken to prevent a similar incident occurring again?

  9. Does the platform offer an SDK to enable the development of custom extensions that are guaranteed to work with future releases of the platform?

  10. What is the geographic location of the space, how accessible is it in an emergency and how far away is it from appropriate medical facilities?


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

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

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

Examples; 10 of the check box criteria:

  1. Requirements Management Plan: Is the system software (non-operating system) new to the IT Supplier Management project team?

  2. Procurement Audit: Is there a general policy on approval of purchases?

  3. Human Resource Management Plan: Have all documents been archived in a Supplier Management project repository for each release?

  4. Process Improvement Plan: What personnel are the change agents for your initiative?

  5. Activity Duration Estimates: Is a contract change control system defined to manage changes to contract terms and conditions?

  6. Scope Management Plan: Describe the manner in which Supplier Management project deliverables will be formally presented and accepted. Will they be presented at the end of each phase?

  7. Change Management Plan: What do you expect the target audience to do, say, think or feel as a result of this communication?

  8. Procurement Audit: Is the procurement function/unit organized the most appropriate way taking into consideration the actual tasks which the department has to carry out?

  9. Team Performance Assessment: To what degree is there a sense that only the team can succeed?

  10. Activity Duration Estimates: Are risks that are likely to affect the Supplier Management project identified and documented?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Supplier 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 Supplier 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 Supplier Management investments work better.

This Supplier 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.