Supplier Management Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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"The symptoms started to go away when I was three months into the role of our organizations Director of Global Supplier Management. I bring 11 years experience in global sourcing, product development, compliance, supplier and production management in the logistics industry. I am responsible for developing a comprehensive approach to effective supplier performance management and develop strategies for developing new supplier relationships, I'm also responsible for the Vendor Management program and chair strategic relationships with key suppliers in conjunction with the Supplier Management Team. And I am happily married to Jane, now she’s a fiery person with calm moments. She’ll deny it."

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Supplier Management 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 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Supplier Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Can basic failures in contract administration such as: late payment to suppliers and sub-contractors, lack of payment notices, poor change control and lack of final account information be improved upon if the IT systems are improved?

  2. Is one supplier head and shoulders above the rest in terms of the value it provides; including price, innovation, ability to adapt to changing situations, capacity to work with your team, task joint risks, etc?

  3. What are the respective roles and responsibilities of the prime (core enterprise), major suppliers, and second-tier suppliers in flowing lean principles throughout the multi-tiered supplier networks?

  4. You can not impose an overall vision on the many independent companies making up the supplier network. How do you make sure that they each understand your vision and work together to make it happen?

  5. How do you ensure that customers, employees, partners, and suppliers have appropriate access to systems and that no employees have security profiles across systems that inappropriately conflict?

  6. When you establish a view of the suppliers preferences regarding you as a customer / potential customer. Would you be seen as a desirable customer and therefore be in a more powerful position?

  7. When placing suppliers in a supplier matrix, do you consider the positive aspects as well as the risks? For example, could the supplier help with service innovation/transformation?

  8. Does the supplier have a business continuity and contingency planning process in place to ensure continuity of supply in the event of natural disaster or supply interruption?

  9. What happens when a supplier considers a customer to be strategic to the suppliers business, and the customer does not consider the supplier to be strategic to the customers?

  10. Do you have a structured process for linking your enterprises vision and business model to your strategic planning of your supplier network design and management activities?


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 Supplier Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are internal Supplier Management project status meetings held at reasonable intervals?

  2. Team Member Performance Assessment: What is the target group for instruction (e.g., individual and collective or small team instruction)?

  3. Executing Process Group: How can your organization use a weighted decision matrix to evaluate proposals as part of source selection?

  4. Issue Log: Are there too many who have an interest in some aspect of your work?

  5. Change Management Plan: What do you expect the target audience to do, say, think or feel as a result of this communication?

  6. Scope Management Plan: Would the Supplier Management project cost sharing involve reimbursement to the sponsor?

  7. Scope Management Plan: Has stakeholder analysis been conducted, assessing influence on the Supplier Management project and authority levels?

  8. Probability and Impact Matrix: What are the channels available for distribution to the customer?

  9. Responsibility Assignment Matrix: Are all authorized tasks assigned to identified organizational elements?

  10. Procurement Audit: Is the foreseen budget compared with similar Supplier Management projects or procurements yet realised (historical standards)?

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

1.0 Initiating Process Group:

  • 1.1 Supplier Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Supplier Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Supplier Management 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 Supplier Management 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 Supplier Management 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 Supplier Management 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 Supplier Management project with this in-depth Supplier Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supplier Management 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 Supplier Management 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 Supplier Management investments work better.

This Supplier Management 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.