Supply Chain Metrics Toolkit

Downloadable Resources, Instant Access

Build relationships with all teams throughout Enterprise Logistics to facilitate frequent communication related to strategic and sourcing initiatives, logistics operations, Data Analysis and implementation.

More Uses of the Supply Chain Metrics Toolkit:

  • Ensure all terms and condition and supplier contracts are complete, properly executed, and have considered all risk and cost variables.

  • Develop commodity strategy, perform contract writing and administration activities, negotiate with suppliers, and place and fulfil purchase orders.

  • Warrant that your project develops policies to increase efficiency throughout the Supply Chain while ensuring quality and safety; implements subsequent changes to processes.

  • Ensure you formulate; lead customers to research and resolve complex customer inquiries; identify root causes and develop effective solutions.

  • Be an individual that can approach business challenges from a macro perspective and resolve strategic issues effectively.

  • Create and analyze datasets to inform sourcing strategy, tactical procurement visibility, quality, delivery, and cost performance.

  • Manage: strategic agility gains perspective and balances the pressure between daily tasks and strategic actions that impact the long term viability of your organization.

  • Ensure effective, risk mitigating, sourcing of materials and subcontractors to meet specifications, material requirements, and competitive pricing from suppliers.

  • Confirm you negotiate; build a Quality Management System to ensure delivery is to a consistently high standard and meets regulatory frameworks.

  • Supervise: partner with supplier engagement management to develop and implement methods to measure suppliers to drive continuous Performance Improvement.

  • Establish: proactively work with operations, sales, Marketing And Communications to continuously improve business practices and processes.

  • Provide support in development of supplier performance program and track supplier performance and relationships to ensure that your organizations expectations are met.

  • Manage work with the NAM and Demand Planning resources to develop accurate sales forecasts and achieve specified levels of forecast accuracy.

  • Develop and standardize Supply Chain operations through Processes And Procedures that result in standardized, efficient operations throughout your organization.

  • Identify: pro actively seek cost saving opportunities by analyzing current operations and data in collaboration with the project owners and internal stakeholders.

  • Interact with business stakeholders to understand Business Requirements and implement solutions ranging from Process Improvements to dashboards.

  • Ensure you gain; supported the implementation of your new ERP and established KPI reporting using new data platforms to understand key Supply Chain Metrics.

  • Be accountable for researching supply markets to identify and understand potential factors influencing the dynamics of various supply markets.

  • Develop relationship across your organization and network to ensure Cost Savings best practices are being shared and implemented.

  • Optimize value chain to ensure delivery and improve Supply Chain Metrics in terms of cost, quality, and service aligned with strategic importance of customer and product.

  • Identify and introduce new materials, Supply Chain capabilities, technologies, and processes to meet current and future interests of products.

  • Provide Thought Leadership on Process Optimization initiatives to improve efficiency or accuracy of key eCommerce processes.

  • Establish and manage Performance Metrics to assure annual improvements in operational performance, cost, and stakeholder satisfaction.

  • Manage work with project leads, Continuous Improvement and stakeholders to seek and understand Cost Savings and risks to project implementation.

  • Lead development of category strategies and sourcing approaches provide support in development of a supplier diversity program.

  • Warrant that your planning analyzes current inventories and procedures; suggests improvements to increase efficiency of Supply Chain and profitability for your organization.

  • Lead creation and monitor Supply Chain Metrics or KPI to identify opportunities to improve operational efficiencies.

  • Formulate: constant focus on leveraging data to identify project opportunities and develop methodology to track Cost Savings initiatives.

  • Evolve visibility of the analytics relative to Cost Savings, Purchasing Team Metrics, and Supplier Performance and cadence.

  • Meet with functional department leadership to highlight potential savings opportunities, understand the requirements of the business, and support Decision Making.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What successful thing are you doing today that may be blinding you to new growth opportunities?

  2. Who will be responsible for documenting the Supply Chain Metrics requirements in detail?

  3. How are consistent Supply Chain Metrics definitions important?

  4. What improvements have been achieved?

  5. How do your work systems and key work processes relate to and capitalize on your core competencies?

  6. What is the risk?

  7. For your Supply Chain Metrics project, identify and describe the business environment, is there more than one layer to the business environment?

  8. Who controls key decisions that will be made?

  9. What scope do you want your strategy to cover?

  10. When information truly is ubiquitous, when reach and connectivity are completely global, when computing resources are infinite, and when a whole new set of impossibilities are not only possible, but happening, what will that do to your business?

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 Metrics book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Supply Chain Metrics 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 Metrics Self-Assessment and Scorecard you will develop a clear picture of which Supply Chain Metrics 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 Metrics 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 Metrics 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 Metrics project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Supply Chain Metrics project team have enough people to execute the Supply Chain Metrics 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 Metrics 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 Metrics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Metrics 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 Metrics 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 Metrics project with this in-depth Supply Chain Metrics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supply Chain Metrics 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 Metrics 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 Metrics investments work better.

This Supply Chain Metrics 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.