Save time, empower your teams and effectively upgrade your processes with access to this practical Procurement Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any 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 Procurement specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the 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 863 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Procurement improvements can be made.
Examples; 10 of the 863 standard requirements:
- What charts has the team used to display the components of variation in the process?
- Is there a recommended audit plan for routine surveillance inspections of Procurement’s gains?
- What sources do you use to gather information for a Procurement study?
- Who else should we help?
- How do you measure success?
- How will variation in the actual durations of each activity be dealt with to ensure that the expected Procurement results are met?
- Have specific policy objectives been defined?
- What is a feasible sequencing of reform initiatives over time?
- Will Procurement deliverables need to be tested and, if so, by whom?
- Is it clearly defined in and to your organization what you do?
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 Procurement book in PDF containing 863 requirements, which criteria correspond to the criteria in…
Your 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 Procurement Self-Assessment and Scorecard you will develop a clear picture of which 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 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 Procurement projects with the 62 implementation resources:
- 62 step-by-step Procurement Project Management Form Templates covering over 6000 Procurement project requirements and success criteria:
Examples; 10 of the check box criteria:
- Risk Audit: Have reasonable steps been taken to reduce the risks to acceptable levels?
- Procurement Audit: Did the additional works introduce minor or non-substantial changes to performance, as described in the contract documents?
- Human Resource Management Plan: Are the schedule estimates reasonable given the Procurement project?
- Risk Management Plan: My Procurement project leader has suddenly left the company, what do I do?
- Cost Management Plan: Are the Procurement project team members located locally to the users/stakeholders?
- Stakeholder Management Plan: Where are the verification requirements to be documented (eg purchase order, agreement etc)?
- Schedule Management Plan: Has the IMS content been baselined and is it adequately controlled?
- Stakeholder Management Plan: Is it possible to track all classes of Procurement project work (e.g. scheduled, un-scheduled, defect repair, etc.)?
- Activity Cost Estimates: Does the activity rely on a common set of tools to carry it out?
- WBS Dictionary: Appropriate work authorization documents which subdivide the contractual effort and responsibilities, within functional organizations?
Step-by-step and complete Procurement Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Procurement project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 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 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 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 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 Procurement project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Procurement project with this in-depth Procurement Toolkit.
In using the Toolkit you will be better able to:
- Diagnose 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 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 Procurement investments work better.
This 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.