Procurement Protagonist - Cheat Sheets

All the Procurement Cheat Sheets you could ever need, to set you up for success in Procurement,

• Procurement Strategy Guides
• RFP Guides
• Emotional Intelligence/ Mindset Reframes
• Interview Guides
• Spend Analysis
• Value Reporting
• Negotiation Guides
• AI/ Tech guides
• Stakeholder guide (acronyms)

Details of what you'll get below under each category:

PROCUREMENT STRATEGY

Delivering Procurement Transformation - Interview question, slides you can use to cover off the classic question you'll often be asked to present on

How to create a Procurement Policy - Why it's important. The 8 benefits it brings. How to write the policy well. Ways to overhaul your existing one. Considerations for policy effectiveness.

Supplier Relationship Management (SRM) - What is SRM? What are the benefits? Strategic v Reactive SRM. 10 Common pitfalls. How to create an SRM framework. This cheat sheet explains it all.

How to deliver Category Management - What is Category Management? What are the Procurement Categories? Key best practices in Category Management, a list of the benefits and the 8 steps of Category Management. This is everything you need to know to get started.

Procurement Models Explained - A one stop cheat sheet giving a high level visual summary of 4 critical Procurement tools and models - Porter's Value Chain Analysis, Procurement Maturity Model, Kraljic Matrix, 8 Steps to Category Planning

Procurement Models Explained (full carousel) - 103 pages with 50 Procurement Models neatly explained by diagrams and a brief text that summarises the basics. This is an essential guide to all the Procurement Models.

Category Management vs Strategic Sourcing - A summary of the key differences between the two

How to build a Procurement Strategy - A summary guide on how to build this, step by set

Prioritisation Frameworks - A cheat cheat explaining the key Prioritisation frameworks and how to apply these in Procurement

RFP GUIDES

How to write an effective RFP - your ultimate guide. Use this as your personal checklist, share it with your Procurement team or give it to stakeholders to explain RFPs. This summary includes: How to create, the 6 key elements to include, how the process works and best practice tips.

Master the RFP Process Cheat Sheet - Ways you know the RFP is fair, Ways you know the RFP is worth participating in, how to guarantee an effective RFP, Common RFP evaluation mistakes, key components of and RFP kick off meeting and how to leverage an RFI.

RFP Timeline - a layout of a typical timeline for an RFP, you can use this to train your teams or educate your stakeholders

RFI vs RFP vs RFQ - An explanation of the definitions and the differences. A useful reference point for your team and stakeholders (store this on your intranet)

EMOTIONAL INTELLIGENCE IN RPOCUREMENT

Emotional Intelligence in Procurement - what is Emotional Intelligence (EQ),? what are the key facets of EQ? Why EQ is essential for leaders. 9 ways to improve your EQ.

Mindset Reframes - to help you overcome the stresses of Procurement and build your resilience. These mindset reframes have made such a difference to me.

INTERVIEW GUIDES

Procurement Interview Checklist - Situational Procurement Questions, Soft Skill (competency) Questions, Role Specific Questions, How to ace the commonly asked ones, 4 interview tips to really stand out, The STAR method explained.

Delivering in the first 90 Days - Everything you need to know, all the steps you need to take when you've just landed a new Procurement role. Broken down into 30days/ 60days/ 90 days. This is the model I've used to successfully transform Procurement in 3 businesses now.

Procurement New Starter Pack - A checklist of how to start a new Procurement role and deliver real impact (this is a good interview prompt too)

Procurement Manager vs Head of Procurement - A summary of the differences in the roles

Private vs Public Procurement - A summary of the key differences between Private and Public Procurement

Indirect vs Indirect Procurement - A summary of the differences between the roles.

SPEND ANALYIS

Spend Analysis Models - The four best ones visualised and explained: Spend Cube, Tail Spend Analysis, Treemap Report, Category Spend Analysis

Capex vs Opex spend - A summary of the differences and how Procurement should handle the two types of spend.

Spend Classification - A detailed cheat sheet on how to approach this, spend taxonomies, step by step methods and why important. A useful tool for a Procurement Analyst role

VALUE REPORTING

Procurement Value Reporting Guidelines - Savings Calculation & Reporting, What isn't a Saving, What do we report on?, ITY and annualised Savings. total lifetime value, value allocation, tracking and value types, value beyond savings and sign off process. The complete 'how to'.

Procurement Dashboard - A template showing you how to display the Procurement benefits you've delivered in your function - broken down by Supplier Spend Analysis, Cost Savings analysis and Value Beyond Savings.

12 x Value Reporting Metrics - The key value reporting metrics for Procurement Teams

Value Tracking Survival Guide - A summary of how to track value in Procurement

NEGOTIATION GUIDES

How to deliver Procurement Cost Savings - split into short, medium and long term strategies and a cost savings delivery framework that works every time.

A Negotiation & Influencing Cheat Sheet - with summary tips of how to review a contract, strategies to negotiate without leverage, 8 Secrets of Effective Influencing, How to Deliver game changing value

Auction Techniques - A full breakdown of the 9 most well used auction techniques

AI IN PROCUREMENT/ TECHNOLOGY

How to use AI in Procurement - your complete guide with instructions on how to use ChatGPT to revolutionise your productivity in 2024. With examples of when to use, a worked example of a prompt in practice, and prompt engineering do's and don'ts

ChatGPT Procurement Prompt Guide - A summary of the ChatGPT prompts that actually work for Procurement

Procurement Software - A slide summarising the key integrations and considerations when implementing Procurement software

STAKEHOLDER/ INTRANET GUIDES

Procurement Acronyms - All the Procurement Acronyms explained. Print this out and have it on your wall in your home office or share this on your intranet to help your team and stakeholders demystify!