Save time, empower your teams and effectively upgrade your processes with access to this practical Purchasing Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Purchasing 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 specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Purchasing 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 improvements can be made.
Examples; 10 of the standard requirements:
- In todays market where web architecture and mobile apps are par for the course, and multi-site support is becoming more and more common, is there any noticeable difference between an EAM system and a CMMS?
- If deceptively misdescriptive, need to do further analysis to see if the material is deceptive. Need to ask: would the misrepresentation materially influence the purchasing decision of consumers?
- How does our investment practice honor UPMIFAs requirement that, absent instructions from the donor, a funds purchasing power is to be maintained, over successive market cycles, into perpetuity?
- Do certain categories of purchasing (e.g., energy, food, fuel, chemicals) consistently generate the most signi cant life cycle impacts, regardless of institution-speci c purchasing patterns?
- Are information security and privacy issues considered in all the important business decisions within the organization (project development, vendor selection, purchasing, etc.)?
- Are the individuals responsible for the requisitioning/receiving and purchasing functions different from the individuals responsible for the invoice processing/accounts payable?
- Are the performance measurement reports known to be reviewed by a member of management higher than the immediate supervisor (i.e., Director or Asst. Director of Purchasing)?
- Are some purchasing-related impacts better addressed by non-purchasing, non-procurement actions (e.g., research, customer/vendor education, policy advocacy, etc.)?
- If electing to use a content management system rather than developing an in-house solution, what is initial the fee for purchasing or licensing the software?
- How often does the company pay for the wrong quantity of items due to the fact that the invoice is paid long before the package is opened and inspected?
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 book in PDF containing requirements, which criteria correspond to the criteria in…
Your Purchasing 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 Self-Assessment and Scorecard you will develop a clear picture of which Purchasing 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 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 projects with the 62 implementation resources:
- 62 step-by-step Purchasing Project Management Form Templates covering over 6000 Purchasing project requirements and success criteria:
Examples; 10 of the check box criteria:
- Human Resource Management Plan: Do Purchasing project managers participating in the Purchasing project know the Purchasing projects true status first hand?
- Activity Duration Estimates: When would a milestone chart be used instead of a bar char?
- Responsibility Assignment Matrix: Does the contractors system include procedures for measuring the performance of critical subcontractors?
- Cost Management Plan: Have lessons learned been conducted after each Purchasing project release?
- WBS Dictionary: Are the contractors estimates of costs at completion reconcilable with cost data reported to us?
- Team Operating Agreement: Do you prevent individuals from dominating the meeting?
- Team Member Performance Assessment: How do you use data to inform instruction and improve staff achievement?
- Human Resource Management Plan: Have all team members been part of identifying risks?
- Risk Audit: To what extent are auditors influenced by the business risk assessment in the audit process, and how can auditors create more effective mental models to more fully examine contradictory evidence?
- Risk Management Plan: Are end-users enthusiastically committed to the Purchasing project and the system/product to be built?
Step-by-step and complete Purchasing Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Purchasing project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Purchasing 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 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 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 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 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 project with this in-depth Purchasing Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Purchasing 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 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 investments work better.
This Purchasing 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.