Save time, empower your teams and effectively upgrade your processes with access to this practical Purchasing card Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Purchasing card 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 Purchasing card specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Purchasing card 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 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Purchasing card improvements can be made.
Examples; 10 of the standard requirements:
- What are the short and long-term Purchasing card goals?
- What is the implementation plan?
- Are there measurements based on task performance?
- How are measurements made?
- Has/have the customer(s) been identified?
- Do several people in different organizational units assist with the Purchasing card process?
- How important is the completion of a recognized college or graduate-level degree program in the hiring decision?
- How do you assess your Purchasing card workforce capability and capacity needs, including skills, competencies, and staffing levels?
- Who do we think the world wants us to be?
- How does the Purchasing card manager ensure against scope creep?
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 Purchasing card book in PDF containing requirements, which criteria correspond to the criteria in…
Your Purchasing card 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 Purchasing card Self-Assessment and Scorecard you will develop a clear picture of which Purchasing card 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 Purchasing card 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 Purchasing card projects with the 62 implementation resources:
- 62 step-by-step Purchasing card Project Management Form Templates covering over 6000 Purchasing card project requirements and success criteria:
Examples; 10 of the check box criteria:
- Cost Management Plan: Best practices implementation – How will change management be applied to this Purchasing card project?
- Cost Management Plan: Does the schedule include Purchasing card project management time and change request analysis time?
- Procurement Audit: Is it tested periodically, whether the organizations way of handling tasks is competitive in relation to price and quality?
- Monitoring and Controlling Process Group: A Purchasing card project management team of two has 8 key stakeholders to work with. How many potential communications channels exist on the Purchasing card project?
- Stakeholder Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?
- Variance Analysis: Does the contractors system include procedures for measuring the performance of critical subcontractors?
- Project or Phase Close-Out: What advantages do the an individual interview have over a group meeting, and vice-versa?
- Team Performance Assessment: To what degree does the teams work approach provide opportunity for members to engage in fact-based problem solving?
- Quality Audit: How does the organization know that its systems for providing high quality consultancy services to external parties are appropriately effective and constructive?
- Activity List: How should ongoing costs be monitored to try to keep the Purchasing card project within budget?
Step-by-step and complete Purchasing card Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Purchasing card project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Purchasing card project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Purchasing card 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 Purchasing card 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 Purchasing card 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 Purchasing card project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Purchasing card project with this in-depth Purchasing card Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Purchasing card 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 Purchasing card 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 Purchasing card investments work better.
This Purchasing card 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.