Procurement foundations training

For

People new to procurement or sourcing, and those who take part in sourcing activities and want a refresher.

Participants can

• Describe the strategic sourcing process and where value can be created or lost.
• Identify the stakeholders, including category managers, the sourcing team needs to work with.
• Choose suitable tools and resources for each phase of a sourcing project.

Format

Led by a facilitator for your team, in person or live online.

Covers

Planning for better sourcing outcomes, Understanding needs, stakeholders and spend data, Market approaches: EOI, RFI, RFQ, RFP, Evaluation criteria and probity, Contracts and transition risks

For

Staff outside procurement, such as budget holders, who handle basic procurement tasks as part of their job.

Participants can

• Describe the end-to-end procurement process in plain terms.
• Identify the main risks in a purchase and the controls that manage them.
• Run a simple bid process and select the best offer.

Format

Led by a facilitator for your team, in person or live online.

Covers

Value for money in procurement, Writing the specification, Understanding suppliers and the market, Evaluating offers and selecting suppliers, Getting what you paid for

For

Procurement practitioners who work with subject matter experts, budget holders and end users on procurement projects.

Participants can

• Facilitate small groups so stakeholders contribute fully at each project phase.
• Run workshops for opportunity analysis, market review, strategy and bid evaluation.
• Handle stakeholders who do not want to participate or change.

Format

Led by a facilitator for your team: two days in person, or 4 x 4-hour live online sessions.

Covers

Facilitation compared with presenting, Choosing your role as facilitator, Category management tools by phase, Workshops from opportunity to contract review, Managing tough facilitation challenges

For

Leaders and senior managers responsible for delivering procurement outcomes in their organisation.

Participants can

• Identify the key success factors for a procurement process that delivers value for money.
• Define what good practice looks like for demand management and sourcing strategies.
• Develop KPIs and reports to track the performance and contribution of procurement.

Format

Led by a facilitator for your team, in person or live online.

Covers

Change management and building a guiding coalition, Barriers and enablers of sourcing strategies, Procurement risks, fraud symptoms and controls, Capabilities of effective procurement practitioners, KPIs for practitioners and teams

For

Experienced procurement managers and senior staff who need their team to achieve more with the same resources.

Participants can

• Apply selected Lean tools to a procurement process and find improvement opportunities.
• Identify the constraints and bottlenecks that delay procurement projects, and remove them.
• Use the DMAIC cycle, five whys and root cause analysis on procurement problems.

Format

Led by a facilitator for your team: two days in person, or 4 x 4-hour live online sessions.

Covers

Lean, Theory of Constraints and Six Sigma, Breaking constraints and reducing complexity, Cycle time and the critical path, DMAIC and root cause analysis, Integrating operational excellence with procurement