Develop a suite of Procurement documents (Strategic Sourcing toolkit templates)
Budget: $250 – $750 USD
Hey, I am working for a newly created start-up in FinTech (Finance Company). We are a very small team, but have no resources and need help. I need to develop a Procurement toolkit which are a suite of documents (templates) for our start-up. These templates will help us for our internal use to determine multiple things before we go out and look for new Suppliers or do any RFP (Request for proposal). We have hundreds of Suppliers, but have no processes in relation on how to gather data, market intelligence on Suppliers, etc. Hence, I am looking for 3-4 different templates or it can be multiple tabs in a template which will help us fill out and make informed decisions. This Project will be understood by someone who has held a Procurement / Purchasing / Buying (or a Strategic Sourcing) role in an organisation and ideally have experience with creating templates, processes and documents which helps an organisation to take their procurement function to next level.
I am looking for the following in to be created in the template. I have added 4 x main points. You can create 4 templates or multiple tabs in a template. We can discuss further if you have any questions. Please see attached excel file for more information. I have already created 3 tabs where I started working on it and need your expert guidance on creating the templates.
Remember: All these templates to be created are for internal and our own company use. This is not for Suppliers to fill out. These templates are more like rules / frameworks / guidance documents which helps the our organisation to make decisions.
1. Understand
Data Collection Plan
Category/Project Analysis
Supply Market Analysis
Establish a Working Group
Stakeholder Engagement Plan
2. Plan
SWOT Analysis
Total Cost of Ownership (TCO) Model
Supply Market Mapping (Bottleneck, Strategic, Transactional, Leverage - quadrants)
Supplier Perception Analysis (as above but from the view of the supplier)
Balance of Power Analysis
3. Execute
RFx Overview (RFQ)
Scope Development
Developing SLA's
Developing KPI's (with typical examples across Business Unit requirements)
Evaluation Planning
Negotiation Planning Process
Supplier Selection + Engagement
Business Unit Generated Savings template (Create a Savings tracker excel template\)
4. Manage
Supplier Implementation Plan
Performance + Risk Management
Validate KPI's
Supplier Scorecards (to measure their performance and assign a score)
Performance Reviews
Root Cause Analysis
Corrective Actions
Refresh KPI's
Relationship Management
I am looking for the following in to be created in the template. I have added 4 x main points. You can create 4 templates or multiple tabs in a template. We can discuss further if you have any questions. Please see attached excel file for more information. I have already created 3 tabs where I started working on it and need your expert guidance on creating the templates.
Remember: All these templates to be created are for internal and our own company use. This is not for Suppliers to fill out. These templates are more like rules / frameworks / guidance documents which helps the our organisation to make decisions.
1. Understand
Data Collection Plan
Category/Project Analysis
Supply Market Analysis
Establish a Working Group
Stakeholder Engagement Plan
2. Plan
SWOT Analysis
Total Cost of Ownership (TCO) Model
Supply Market Mapping (Bottleneck, Strategic, Transactional, Leverage - quadrants)
Supplier Perception Analysis (as above but from the view of the supplier)
Balance of Power Analysis
3. Execute
RFx Overview (RFQ)
Scope Development
Developing SLA's
Developing KPI's (with typical examples across Business Unit requirements)
Evaluation Planning
Negotiation Planning Process
Supplier Selection + Engagement
Business Unit Generated Savings template (Create a Savings tracker excel template\)
4. Manage
Supplier Implementation Plan
Performance + Risk Management
Validate KPI's
Supplier Scorecards (to measure their performance and assign a score)
Performance Reviews
Root Cause Analysis
Corrective Actions
Refresh KPI's
Relationship Management