Supply Chain Planning Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Supply Chain Planning 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 969 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 Planning improvements can be made.

Examples; 10 of the 969 standard requirements:

  1. How do risk analysis and Risk Management inform your organizations decision making processes for long-range system planning, major project description and cost estimation, priority programming, and project development?

  2. Planning: the planning phase focused on defining a review question to guide the search: do the current supply chain risk and resilience frameworks incorporate cyber-risk?

  3. Much has been written about businesses adopting Lean principles and transforming your organization into a Lean Enterprise. Has your organization adopted Lean principles?

  4. With decentralisation, as the system relies on participation of a broad range of people who contribute to proof of work, how does the system continue to incentivise?

  5. What are your organizations supply chain professionals planning in order to make sure processes are solid and the right technology is utilized for maximum success?

  6. If your organization participates in a supply chain management or logistics strategy, what do you believe is the major reason(s) for establishing this strategy?

  7. What is the status of your organization logistics system communications plan and does it include horizontal and vertical reporting state, local, and federal?

  8. Which inefficiencies and technical limitations of distributed systems - capacity constraints, governance challenges, privacy - pose particular challenges?

  9. Merchants want to know what kind of marketing support you are going to be providing. What do you have planned in terms of trade and brand marketing?

  10. If you are currently using paper means to exchange transaction information or history, when do you plan to move to an electronic format?


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 Planning book in PDF containing 969 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Initiating Process Group: What input will you be required to provide the Supply Chain Planning project team?

  2. Probability and Impact Assessment: Are there new risks that mitigation strategies might introduce?

  3. Initiating Process Group: For technology Supply Chain Planning projects only: Are all production support stakeholders (Business unit, technical support, & user) prepared for implementation with appropriate contingency plans?

  4. Quality Audit: How well do you think your organization engages with the outside community?

  5. Responsibility Assignment Matrix: Detailed schedules which support control account and work package start and completion dates/events?

  6. Stakeholder Management Plan: What procedures will be utilised to ensure effective monitoring of Supply Chain Planning project progress?

  7. Risk Register: What is the appropriate level of risk management for this Supply Chain Planning project?

  8. Project Charter: Avoid costs, improve service, and/ or comply with a mandate?

  9. Human Resource Management Plan: Were stakeholders aware and supportive of the principles and practices of modern cost estimation?

  10. Risk Audit: Is all expenditure authorised through an identified process?

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

1.0 Initiating Process Group:

  • 1.1 Supply Chain Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Supply Chain Planning 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 Planning 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 Planning 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 Planning 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 Planning 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 Supply Chain Planning project with this in-depth Supply Chain Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supply Chain Planning 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 Planning 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 Planning investments work better.

This Supply Chain Planning 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.