Start Up Strategic Sourcing Toolkit + Handbook

Table of Contents

• Introduction 4
• Selling Strategic Sourcing to Your Leadership and Organization 5
• Starting Up Your Strategic Sourcing Project 20
• Aligning Customer Requirements and Sourcing Strategies 29
• Collecting Data and Categorizing Spend 37
• Estimating the Sourcing Opportunity 45
• Assessing the Supply Base 48
• Developing Sourcing Strategies 52
• Conducting Sourcing Events 57
• Establishing Negotiating Strategies 62
• Execute Negotiations 65
• Issuing Contract 69
• Awards 69
• Implementation and Supplier Monitoring 73

Introduction

Thank you for your interest in our Start Up Strategic Sourcing handbook.

Strategic sourcing is a complex process that requires a planned approach to realize optimal agreements with your suppliers.

The tool examples (spreadsheets, presentations, and word documents) were developed using the experience of over 20 years of consulting practice.

The Start Up Strategic Sourcing process follows twelve steps that follow a detailed project plan. The first step is selling the project to your organization. It may be the most difficult step. In our many consulting engagements and industry positions it has been our experience that the benefits of a strategic sourcing process must constantly be promoted. Organizations that have tens of thousands of employees and significant strategic sourcing and procurement organizations will have departments that don’t use a strategic sourcing process.

This handbook is not theoretical. It leads you through the tasks necessary for a successful project. The project plan is extensive and has many tasks that you may not need on every strategic sourcing project.

Toolkit includes:

• PDF version of Handbook
• All blank templates depicted in the handbook ready for use
• A Sample Project with module narrative and spreadsheets, documents and presentations that contain representative data

The document list in the toolkit:

Directories

• Terms and Conditions - XTEN Consulting Read Me First.docx
• Chevron Process Chart
• step01-selling the sourcing project
• step02-project startup
• step03-aligning customer requirements
• step04-categorize spend
• step05-estimating the opportunity
• step06-assess the supply base
• step07-developing sourcing strategies
• step08-conduct sourcing events
• step09-establish negotiation strategies
• step10-execute negotiations
• step11-contract awards
• step12-implementation
• SSUS-Sample Project

Chevron Process Chart:

xtenconsulting sourcing process chart.pptx

step01-selling the sourcing project:

src high level communications plan - step01.pptx

src high level sourcing budget plan - step01.xlsx

src high level sourcing project plan - step01.xlsx

src high level sourcing resource plan - step01.xlsx

src selling your sourcing project - step01.pptx

src sourcing value estimator - step01.xlsx

step02-project startup:

src detailed budget plan - step02.xlsx

src detailed raci table - step02.xlsx

src detailed sourcing project plan - step02.xlsx

step03-aligning customer requirements:

src make vs buy - step03.pptx

src requirements and capabilities - step03.xlsx

src survey - step03.xlsx

src translating customer requirements into supplier capabilities - step03.pptx

step04-categorize spend:

src categorizing spend - step04.pptx

src requirements and capabilities - step04.xlsx

step05-estimating the opportunity:

src total sourcing value estimate - step05.pptx

src total sourcing value estimator - step05.xlsx

step06-assess the supply base:

src aligning suppliers and requirements - step06.pptx

src aligning suppliers and requirements - step06.xlsx

step07-developing sourcing strategies:

src commodity strategies - step07.pptx

step08-conduct sourcing events:

src rfp alternate - step08.docx

src rfp alternate bid scoring sheet - step08.xlsx

src rfp alternate bid template - step08.xlsx

src rfp alternate cover letter - step08.docx

src rfp template - step08.xlsx

step09-establish negotiation strategies:

src master RFP response round 1 - step09.xlsx

src winning negotiation strategies - step09.pptx

step10-execute negotiations:

src control the meeting - step10.pptx

step11-contract awards:

src structuring award language - step11.pptx

step12-implementation :

src communications calendar template - step12.xlsx

src contract compliance - step12.pptx

src spend compliance tracking report samples - step12.xlsx

Sample Project Personal Computers

step01-suss sample project:

start up strategic sourcing sample project Introduction - step01.pdf

start up stratgic sourcing sample project - step01.pdf

tenzu opportunity estimator - step01.xlsx

tenzu sourcing budget plan - step01.xlsx

tenzu sourcing opportunity - step01.pptx

tenzu sourcing project plan - step01.xlsx

step02-suss sample project:

start up strategic sourcing sample project - step02.pdf

tenzu detailed strategic sourcing project plan - step02.xlsx

tenzu sourcing budget plan - step02.xlsx

tenzu strategic sourcing kickoff meeting - step02.pptx

step03-suss sample project:

start up strategic sourcing sample project - step03.pdf

tenzu align customer requirements and supplier capabilities - step03.pptx

tenzu customer interview - step03.xlsx

tenzu detailed sourcing project plan - step03.xlsx

tenzu requirements and capabilities - step03.xlsx

tenzu sourcing budget plan - step03.xlsx

step04-suss sample project:

start up strategic sourcing sample project - step04.pdf

tenzu categorize 2014 spend - step04.xlsx

tenzu categorizing spend - step04.pptx

tenzu detailed sourcing project plan - step04.xlsx

tenzu internal category requirements - step04.xlsx

tenzu requirements and capabilities - step04.xlsx

tenzu sourcing budget plan - step04.xlsx

step05-suss sample project:

start up strategic sourcing sample project - step05.pdf

tenzu detailed sourcing project plan - step05.xlsx

tenzu sourcing budget plan - step05.xlsx

tenzu total sourcing value estimate - step05.xlsx

step06-suss sample project:

start up strategic sourcing sample project - step06.pdf

tenzu detailed sourcing project plan - step06.xlsx

tenzu requirements and capabilities - step06.xlsx

tenzu sourcing budget plan - step06.xlsx

step07-suss sample project:

start up strategic sourcing sample project - step07.pdf

tenzu detailed sourcing project plan - step07.xlsx

tenzu sourcing budget plan - step07.xlsx

step08-suss sample project:

Tenzu Personal Computers RFP 2015 -BELL.xlsx

Tenzu Personal Computers RFP 2015 -HAP.xlsx

Tenzu Personal Computers RFP 2015 -Lenobo.xlsx

Tenzu Personal Computers RFP 2015 -Pear.xlsx

Tenzu Personal Computers RFP 2015.xlsx

Tenzu Personal Computers RFP master response round 1 2015.xlsx

start up strategic sourcing sample project - step08.pdf

tenzu detailed sourcing project plan - step08.xlsx

tenzu event - step08.pptx

tenzu negotiations agenda - step08.pptx

tenzu sourcing budget plan - step08.xlsx

step09-suss sample project:

start up strategic sourcing sample project - step09.pdf

tenzu detailed sourcing project plan - step09.xlsx

tenzu sourcing budget plan - step09.xlsx

step10-suss sample project:

Tenzu Personal Computers RFP 2015 round 2-BELL.xlsx

Tenzu Personal Computers RFP 2015 round 2-HAP.xlsx

Tenzu Personal Computers RFP 2015 round 2-Lenobo.xlsx

Tenzu Personal Computers RFP master response round 2 2015.xlsx

start up strategic sourcing sample project - step10.pdf

tenzu detailed sourcing project plan - step10.xlsx

tenzu negotiations with Lenobo round 1 - step10.pptx

tenzu negotiations with bell round 1 - step10.pptx

tenzu negotiations with hap round 1 - step10.pptx

tenzu sourcing budget plan - step10.xlsx

tenzu supplier selection round 1 - step10.pptx

tenzu supplier selection round 2 - step10.pptx

step11-suss sample project:

start up strategic sourcing sample project - step11.pdf

tenzu detailed sourcing project plan - step11.xlsx

tenzu sourcing budget plan - step11.xlsx

tenzu supplier selection executive - step11.pptx

step12-suss sample project:

start up strategic sourcing sample project - step12.pdf

tenzu detailed sourcing project plan - step12.xlsx

tenzu sourcing budget plan - step12.xlsx