Supply Chain Excellence Toolkit

Downloadable Resources, Instant Access

Methodize Supply Chain Excellence: track, analyze and report on content engagement to inform planning for future projects and activities.

More Uses of the Supply Chain Excellence Toolkit:

  • Provide leadership for the materials planning strategy, master production schedule, Supply Chain Excellence and Inventory Control while promoting lean initiatives.

  • Supervise Supply Chain Excellence: liaison to supply management to ensure Supplier Quality management systems are linked and adhering to your Critical to Quality standards.

  • Establish that your organization supports daily operations of the Office of Advancement, with primary responsibility for supply ordering, management and organization, reporting of suite maintenance issues, and office suite upkeep.

  • Manage work with the System Program Management in planning, organizing, and overseeing the supply support activities of your organization.

  • Orchestrate Supply Chain Excellence: work closely with Information Technology (IT), Engineering, Security, Loss Prevention, Safety, Facilities, Supply Chain, Finance, Human Resources, Vendors, General Contractors, Operations, and the Project Team.

  • Maintain accurate project and capacity plans and up to date project assets and metrics.

  • Devise Supply Chain Excellence: monitor and compare packaging component re order quantities against supply plan to assure appropriate component inventory levels.

  • Lead Supply Chain Excellence: through utilization of Inventory Management principles, provide leadership and direct guidance to shape supply and Demand Planning strategies, capabilities and processes that aim to improve operational efficiencies and meet high Service Levels.

  • Execute purchasing activities with an assigned supply base ensuring communication to suppliers is timely and accurate.

  • Formulate Supply Chain Excellence: partner with business unit Supply Chain and logistics teams to provide pertinent data and insights to establish operational and financial goal alignment.

  • Confer with Logistics Management teams to determine ways to optimize Service Levels, maintain Supply Chain efficiency, or minimize cost.

  • Devise Supply Chain Excellence: track issues, software bugs, and enhancements, in the various Supply Chain systems and follow through to resolution.

  • Generate non conformance reports and carry out the root cause investigation, containment of product, Risk Assessment and follow up action items with involvement from development, regulatory and Supply Chain.

  • Collaborate closely with development team to ensure that testing is going hand in hand with the Software Development across all SDLC phases.

  • Recruit business Systems Analysis, Supply Chain systems.

  • Establish Supply Chain Excellence: actively manage the safe and timely delivery of freight as it moves through the Supply Chain network.

  • Improve externally provided products through implementation of Quality Management policies, statistical tools, specifications, Test Methods and measurement systems throughout the Supply Chain.

  • Manage the supply base by implementing a precise supplier stratification model and executing on a documented Supplier Management playbook.

  • Confirm your organization evaluates efficient sequence of Operations and work flow and recommends improvements to operational processes to maximize utilization of facilities and personnel.

  • Be certain that your organization supplies supervisor or management with current account status for collection evaluation, and share with other team members relative any billing, adjustment or collections information.

  • Warrant that your venture develops appropriate Supply Chain strategy to maximize Customer Satisfaction at the lowest possible cost.

  • Identify Supply Chain Excellence: partner with internal teams as Product Marketing, logistics, engineering, accounting, supply and demand, to ensure successful launch of new products.

  • Analyze and develop Supply Chain Processes And Systems to optimize customer Service Levels, inventory investment.

  • Support internal/external Supply and Demand teams in an analytical capacity, translating changes in key metrics and KPIs to one or many root causes.

  • Ensure you launch; understand and articulate the end to end value chain in retail industries in the areas of merchandising, Supply Chain, and multi channel commerce.

  • Ensure you orchestrate; lead and manage Supply Chain Project Portfolio initiatives that drive improvements using Problem Solving, lean tools, metric development, and Visual Management.

  • Interact regularly with executive leadership team and individual department heads to ensure that other organizations operational priorities are aligned with total organization direction.

  • Confer with purchasing to forecast demand or create supply plans that ensure availability of materials or products.

  • Steer Supply Chain Excellence: Strategic Planning and execution to enhance profitability, productivity and efficiency throughout your organizations operations.

  • Create, implement, and sustain inventory optimization controls that enable Sees to manage business in a localized manner throughout the product lifecycle.

  • Support development, implementation, and Continuous Improvement of Standard Operating Procedures and other trade compliance related processes and best practices.

  • Drive continuous Process Improvements to maximize customer delivery, quality, Operational Excellence and financial benefits associated with corporate standards and industry best practices.

  • Standardize Supply Chain Excellence: work across multiple Product Teams to develop and enforce standardized flows/processes resulting in a highly productive execution and reporting structure to support the digital product practice.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Supply Chain Excellence 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 Supply Chain Excellence improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who is involved with workflow mapping?

  2. Who is responsible for Supply Chain Excellence?

  3. Are missed Supply Chain Excellence opportunities costing your organization money?

  4. How do you verify the authenticity of the data and information used?

  5. How will you recognize and celebrate results?

  6. How will the change process be managed?

  7. Has a cost benefit analysis been performed?

  8. How do you negotiate Supply Chain Excellence successfully with a stubborn boss, an irate client, or a deceitful coworker?

  9. Who are the key stakeholders?

  10. How much data can be collected in the given timeframe?

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 Supply Chain Excellence book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Supply Chain Excellence project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Supply Chain Excellence project team have enough people to execute the Supply Chain Excellence project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Supply Chain Excellence project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Supply Chain Excellence Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Supply Chain Excellence 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 Supply Chain Excellence 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 Supply Chain Excellence 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 Supply Chain Excellence project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Supply Chain Excellence project with this in-depth Supply Chain Excellence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supply Chain Excellence 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 Supply Chain Excellence 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 Supply Chain Excellence investments work better.

This Supply Chain Excellence 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.