Transform Procurement Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Transform Procurement 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 989 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Transform Procurement improvements can be made.

Examples; 10 of the 989 standard requirements:


1. Which is a network of facilities for procuring materials, transforming raw materials into intermediate and finished products, and distributing the finished products to customers?
   
   

2. Has your procurement team ever caught a purchase order which should never have been created because you already have twelve of that particular item available in a warehouse?
   
   

3. Why are traditional core processes like procurement, spend management, and supply chain management newly advantageous when it comes to allowing businesses to transform?
   
   

4. What is the best strategy for undertaking a transformation effort that demands new investments and will trigger disruption of existing work practices?
   
   

5. How often does your department communicate with the IT function outside of budgeting and procurement, or to get support when something breaks?
   
   

6. What do you consider the greatest challenges and opportunities your organization faces in getting the best out of a cross cultural workforce?
   
   

7. Do you agree that a central digital platform should be established for commercial data, including supplier registration information?
   
   

8. When embarking on a procurement transformation, what do you feel should be the highest priorities for a procurement leader?
   
   

9. Do you believe that a process of independent contracting authority review would be a useful addition to the review system?
   
   

10. What innovations are available through cloud services to transform your organization and how do you procure capabilities?
    
    


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 Transform Procurement book in PDF containing 989 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Scope Management Plan: Are enough systems & user personnel assigned to the Transform Procurement project?
   
   

2. Lessons Learned: Is there a clear cause and effect between the activity and the lesson learned?
   
   

3. Executing Process Group: How well defined and documented were the Transform Procurement project management processes you chose to use?
   
   

4. Procurement Audit: Are reports based on sound data available to the already stated responsible for monitoring the performance of contracts?
   
   

5. Requirements Management Plan: Who will finally present the work or product(s) for acceptance?
   
   

6. Executing Process Group: What are the main types of goods and services being outsourced?
   
   

7. Cost Management Plan: Is there general agreement & acceptance of the current status and progress of the Transform Procurement project?
   
   

8. Variance Analysis: Are control accounts opened and closed based on the start and completion of work contained therein?
   
   

9. WBS Dictionary: Are retroactive changes to budgets for completed work specifically prohibited in an established procedure, and is this procedure adhered to?
   
   

10. Human Resource Management Plan: Does a documented Transform Procurement project organizational policy & plan (i.e. governance model) exist?


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

1.0 Initiating Process Group:


• 1.1 Transform Procurement project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Transform Procurement project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Transform Procurement 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 Transform Procurement 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 Transform Procurement 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 Transform Procurement 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 Transform Procurement project with this in-depth Transform Procurement Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Transform Procurement 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 Transform Procurement 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 Transform Procurement investments work better.

This Transform Procurement 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.