Supply Chain Operations Toolkit

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Be accountable for networking and collaboration with Supply Chain Operations team members as Inventory Management, Customer Service, warehouse leaders / employees, transportation and commercial excellence team members as Product Management, sourcing.

More Uses of the Supply Chain Operations Toolkit:

  • Collaborate with product line management, sales operation, finance, and other Supply Chain Operations groups in the generation of the demand plan.

  • Pilot: own and deliver on post launch review and Customer Feedback, and incorporate feedback into future project plans.

  • Coordinate with other teams as SOP, Disruption Management, Planning, Equipment, Fulfillment Centers to meet daily operational needs.

  • Be accountable for applying fundamental professional principles and practices related Transportation and Logistics.

  • Ensure you audit; lead the ability and competency to manage and complete multiple projects with changing circumstances, workload, priorities, and deadlines with quality results.

  • Oversee the necessary adjustments and transfers of inventory between distribution centers.

  • Be accountable for ensuring capacity and capability plans are timely, cost effective, operationally effective and support Customer Requirements.

  • Be accountable for identifying opportunities to develop, improve or simplify processes and policies for effective planning and scheduling, Supplier Management practices, order fulfillment, Inventory Management and logistics activities.

  • Provide applicable onsite training and coaching to the Cultivation, Manufacturing, and Supply Chain Operations teams.

  • Be accountable for improving the Supply Chain by Reducing Costs and maintaining standards for Product Quality.

  • Be accountable for acting as a conduit between engineering and quality to provide feedback on products to vendors.

  • Arrange that your strategy complies; focus on Change Management and best practice adoption while supporting improvements in Working Capital turns and service level performance.

  • Manage to plan and maintain daily Supply Chain Operations in one or more functional areas as materials, production, inventory, logistics, Customer Service, Demand Management or order fulfillment.

  • Identify: conduct Root Cause Analysis for inventory discrepancies and lead Continuous Improvement initiatives with the various stakeholders.

  • Orchestrate: review complex operational or transportation details to identify potential areas for improvement, savings or efficiency; also presents outside the box solutions.

  • Oversee routine, disciplined operational review that cascade through your organization to all levels enabling rapid escalation of issues for resolution and improved performance.

  • Facilitate workshops or Voice of Customer sessions to elicit client input supporting options analysis, Solution Design, and implementation strategy.

  • Warrant that your group provides input and governance to the Quality Systems and programs for the Supply Chain Operations.

  • Assure your business complies; monitors complex operations, identifies potential programs, and is proactive in resolution.

  • Become a innovative and independent thinker with a focus on Continuous Improvement and an entrepreneurial mentality.

  • Establish a culture focused on continuous Process Improvements aimed at achieving predictability and efficient Supply Chain Operations.

  • Develop and execute robust Communication Plans with internal and external project stakeholders.

  • Identify and manage logistic solutions in the most efficient and cost effective manner to meet the requirements of customers.

  • Provide leadership, analysis, and management throughout a project lifecycle, from chartering through successful execution.

  • Arrange that your organization oversees all functions of Inventory Management processes of Supply Chain managed inventory.

  • Coordinate with tech/software teams, driving the operational execution of software enhancements.

  • Manage to plan and maintain daily Supply Chain Operations for critical suppliers or customers in materials, production, inventory, logistics, Customer Service, Demand Management, or order fulfillment.

  • Secure that your team uses judgment and discretion to solve a variety of problems of moderate scope and complexity.

  • Identify: continual, tactical communication with external customers (carriers, vendors/suppliers) and internal customers (retail, finance, software support, fulfillment centers).

  • Be accountable for implementing robust planning and scheduling tools to schedule production and suppliers effectively in a dynamic market with various selling channels and strategies.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What trophy do you want on your mantle?

  2. How will measures be used to manage and adapt?

  3. What was the last experiment you ran?

  4. Who will determine interim and final deadlines?

  5. Are you relevant? Will you be relevant five years from now? Ten?

  6. How can you measure the performance?

  7. Why should people listen to you?

  8. What are the record-keeping requirements of Supply Chain Operations activities?

  9. What is the funding source for this project?

  10. How long to keep data and how to manage retention costs?

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

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

  4. Closing Process Group: Did the Supply Chain Operations project team have enough people to execute the Supply Chain Operations 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 Operations 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 Operations 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 Operations 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 Operations 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 Operations project with this in-depth Supply Chain Operations Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supply Chain Operations 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 Operations 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 Operations investments work better.

This Supply Chain Operations 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.