What’s the most time-consuming aspect of any project lifecycle and procurement processes within? If you’re like most procurement and project managers, you immediately thought of documentation. If you typically spend hours hunting for strategies, action plans and templates or building them from scratch, prepare to change the way you look at procurement and Category Management setup.
To learn more, read through the entire description to find out how this Category Management Handbook can help you streamline your procurement management practices.
As a procurement manager and/or expert, your success hinges on using the least amount of time and resources to achieve your objectives. Easier said than done, right? Fortunately, you don’t have to reinvent the wheel to manage your procurement activity efficiently. We’ve hand-picked a suite of over 180 pages of practical instructions and guidelines, as well as forms, models and templates to help you accomplish more with less.
About this Ebook
The Category Management Handbook reflects international standard practices when it comes to handle Category Management and/or manage various procurement and tendering processes.
- A clear layout of the examination process for CM;
- A step-by-step roadmap for handling procurement & tendering processes within CM;
- A checklist of drafting recommendations;
- Ready-to-use model forms.
Why choose our PM Toolkit for your procurement and Category Management documentation needs?
- Compliant with industry standards
- Easy to use, with instructional text along the way
- Packed with advanced features
- Equipped with graphs, charts, fields, embedded objects, and tables
- Designed to save you time and money
- Last but not least, allows you to impress customers and your line management with professional looking and comprehensive documents.
Your time is too valuable to spend hours searching the Internet or building your own procurement, tendering and Category Management documents from scratch. With the power of our Category Management Handbook, you’ll get professional, high-quality results at a fraction of the time and cost.
There are no similar bundles of Category Management templates available elsewhere. Moreover, the costs which any consulting companies would charge your organization for similar endeavors amounts to some astronomical figures of dozens of thousands of dollars. Thanks to our day-jobs and limited marketing budget, we are able to offer this Category Management Handbook for $17.00 (instead of $37.00 as initially benchmarked by the publishers).
Feel confident purchasing the Category Management Handbook knowing your online transaction is secure and the Ebook comes with the best guarantee in our market. If you are not 100% satisfied we will provide a full refund within a grace period of 30 (thirty) calendar days starting with the purchase date.
Ready to get started? Check out some tables of contents of our Category Management Handbook.
Table of Contents
Author’s and Publisher’s note: Disclaimer & Privacy
Table of Figures
About the author
Abstract and purpose of the Category Management Handbook
Category Management (CM)
Overview of the new organization
Basic Procurement responsibilities
CM within your organization
CM concept & rationale
Definition Category taxonomy
CM teams / cross-functional teams
Decision body and reporting structure
Roles & Responsibilities
Category Cluster Manager
Category Expert / Senior Expert
The Procurement Triangle and interfaces
Interface between CM and Operational Procurement
Interface between CM and Project Procurement
CM Set-Up Phase
Category Strategy development and implementation
Supplier Relationship Management
Instead of Epilogue – A Thank You Page
Correspondence between Category Groups and IPA Level 2
Forms, Templates and Models to be used in CM process
Table of Figures
Figure 1 CM Implementation phasing; Figure 2 Category Management; Figure 3 Category Management breakdown; Figure 4 Category structure for “Technical Equipment and Services (TES)”; Figure 5 Category Cluster consolidated breakdown; Figure 6 : Cross-functional teams; Figure 7 Example of cross-functional teams; Figure 8: Sourcing Councils; Figure 9: CM as part of the Procurement Triangle; Figure 10: Process flow – CM and Operational Procurement interfaces; Figure 11 : Link between CM and Project Procurement; Figure 12: Process flow – CM and Project Procurement interfaces; Figure 13: CM process; Figure 14: Templates used in CM Set-up Phase; Figure 15: Category Strategy development and implementation process; Figure 16: Prioritization of Categories – example; Figure 17: Overview of levers used in Lever Workshops; Figure 18: Improvement levers and expected savings quantification templates; Figure 19: Supplier profiles and Market intelligence templates (examples); Figure 20: Supplier selection criteria and Time plane templates (examples); Figure 21: Supplier Relationship Management in Category Management (1/2); Figure 22: Supplier Relationship Management in Category Management (2/2); Figure 23: Stages of the Contractor HSSE Management Process; Figure 24: RAPID principle example; Figure 25: Controlling and Measuring in Category Management; Figure 26: Lever 1 – Pooling of demand; Figure 27: Lever 2 – Price evaluation; Figure 28: Lever 3 – Optimization of supplier base; Figure 29: Lever 4: Product/ Program optimization; Figure 30: Lever 5 – Process improvement; Figure 31: Lever 6 – Optimization of Supplier Relationship; Figure 32: Lever 7 – Commodity spanned leverage; Figure 33: Example of levers chosen for Water Treatment Chemicals;
Forms, Models and Templates to be used in Category Management and Tendering processes
Prequalification and Bidders List
– Notification of Interest
– Response to Notification of Interest
– Prequalification Questionnaire / RFI
– Code of Conduct
– HSSE questionnaire
– Scoring Sheet (selection criteria)
– Qualified Supplier Letter
– Non-Qualified Supplier Letter
– Prequalification Summary – Bidders Selection
– Bidders list
Strategy approval in Sourcing Council – Tender Initialization
– Tender Initialization Request
Inquiry placing – Invitation to bid (ITB)
Section 1. Instructions to Bidders
– Invitation to Bid – Cover Letter
– Instructions to Bidders
– Acknowledgement form / confirmation of receipt
– Confidentiality Declaration
– Confidentiality Agreement
Section 2. Technical Specifications (Scope of Work)
– Technical / Business specifications / SOW / TOR
Section 3. Bid submission forms
– Bid Submission Form
– Company Data (general information about the Bidder)
– Technical Proposal conformity statement form
– General Conditions of purchase of your company
– Bank Letter of Performance Guarantee (if applicable)
– Statement of non-conviction (if applicable)
– Declaration of Subcontractor (if applicable)
Section 4. Commercial Documents
– Financial Proposal conformity statement form
Amendment of Bidding documents
Tender Deviation Request
Bid opening and evaluation
– Bids opening protocol
– Request for Clarification Notice
– Scoring sheet
– Awarding protocol / Final Evaluation Report
– Successful Candidate Letter
– Unsuccessful Candidates Letter / Rejection Letter
Category Management Handbook, Profit Inception Project (part of MV Group), Revised Edition: 2017; 174 pages.
Available Devices: This ebook is available for the following devices:
- PC (Windows,Mac)
- E-readers with Adobe Digital
- Sony Reader
- Cool-er Reader
- Kobo Reader
- iRiver Story
- Any other mobile devices
File Format: Download: secure PDF