Supply Chain Toolkit

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Collaborate, promote and develop tight integration with demand planning, product line leadership, sales, operations, engineering, customer service, human resources, and finance teams to drive cross functional alignment.

More Uses of the Supply Chain Toolkit:

  • Standardize: work directly with sales department to determine most cost effective distribution solution for finished goods transportation to customers.

  • Create standard operating procedures and best practices for performance monitoring in order to optimize quality, cost, and speed.

  • Manage: conduct root cause analysis for inventory discrepancies and lead continuous improvement initiatives with the various stakeholders.

  • Secure that your organization focus on change management and best practice adoption while supporting improvements in working capital turns and service level performance.

  • Provide support to maintain customer relationships, participating in relevant calls/meetings with customer/sales/customer service etc.

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

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

  • Coordinate: partner with leadership to develop and manage annual operations budgets and ensure your organizations operational priorities are aligned to strategic organization goals.

  • Analyze statistical data to determine opportunities for run strategy improvements that align with customer requirements and internal KPIs.

  • Identify innovation and perform experiments to create processes that increase customer value; determine root causes of defects in performance through deep dive data analysis and decomposition and process observation.

  • Develop: review demand requirements with cross functional project team and facilitate alignment to a unified plan that balances customer service, capacity, and operating efficiencies.

  • Ensure you lead project validation considerations with cross functional teams to review modeling and financial assumptions and outputs associated with each business case.

  • Provide focal point for internal organization on in stock inventory positions, ETA for out of stock inventory positions, and what if planning for changes in demand or promotional schedules.

  • Use historical sales data and collected input from marketing and other business functions to translate high level (aggregate) demand plans into more discreet demand plans that can be used for material planning.

  • Confirm your organization coordinates activities involved with procuring goods and services as raw materials, equipment, tools, parts, and supplies for your organization.

  • 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.

  • Evaluate: leverage insights from optimization results and cross functional teams to assess capability, capacity, and costs to support the launch of new products and packages.

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

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

  • Analyze and share weekly, monthly, and yearly demand plans with internal teams and leadership, to ensure alignment on operational needs.

  • Standardize: ability and competency to manage and complete multiple projects with changing circumstances, workload, priorities, and deadlines with quality results.

  • 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.

  • Audit: work directly with supply chain management to ensure test devices are ordered and shipped to and activated properly by intended end users.

  • Synthesize data and identify problems through operational and financial analysis to improve operational and financial performance.

  • Assure your organization maintains procurement records as items or services purchased, costs, delivery, product quality or performance, and inventories.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Supply Chain 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 998 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 improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. How is the supply chain taking advantage of a climate to convince management to deploy the already stated cash saving Reverse Logistics processes that have always been on the back burner?

  2. Has your legal team reviewed all contracts with supply chain partners to understand what might be your organizations residual responsibilities and liabilities in case of an accident?

  3. What types of incentives are likely to induce the sophisticated and effortful performance needed from the private sector to implement the protocols of the network-centric approach?

  4. Are supply chain vulnerabilities protected from threats initiated against organizations, people, information, and resources that provide products or services to your organization?

  5. Is there sufficient transparency into how the cloud provider operates its services Ð including service management practices, hiring policies, supply chain, data center facilities?

  6. Who is to possess the deeper understanding of supply chain design, planning and operations necessary to manage risk in a more integrated, centralized and intricate environment?

  7. Does the vendor support event management capabilities monitoring supply chain events within the enterprise and events related to interaction with suppliers and customers?

  8. Will it increase or decrease associated procurement costs, transportation costs, storage costs, and all the other elements that go to make up the total cost to supply?

  9. What types of metrics (financial and otherwise) can be developed that are indicative of managements ability to control risk and your organizations exposure to risk?

  10. What impact might the decentralization of supply chains, driven by the introduction of on-demand 3D printing, have on the aviation, travel and tourism ecosystem?

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 book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: Does the customer have a solid idea of what is required?

  2. Closing Process Group: How well defined and documented were the Supply Chain project management processes you chose to use?

  3. Project Scope Statement: Is the Supply Chain project sponsor function identified and defined?

  4. WBS Dictionary: Are management actions taken to reduce indirect costs when there are significant adverse variances?

  5. Earned Value Status: Verification is a process of ensuring that the developed system satisfies the stakeholders agreements and specifications; Are you building the product right? What do you verify?

  6. Assumption and Constraint Log: Have Supply Chain project management standards and procedures been established and documented?

  7. Scope Management Plan: Are adequate resources provided for the quality assurance function?

  8. Procurement Management Plan: Is an industry recognized mechanized support tool(s) being used for Supply Chain project scheduling & tracking?

  9. Team Member Performance Assessment: Where can team members go for more detailed information on performance measurement and assessment?

  10. Change Management Plan: Who is the audience for change management activities?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Supply Chain 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 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 investments work better.

This Supply Chain 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.