Category Management Module handbook notes – CPSP Part 2 notes

Category management

CATEGORY MANAGEMENT

CHAPTER 1: OVERVIEW OF CATEGORY MANAGEMENT

  • Purchasing and sourcing
    • Difference between procurement and purchasing
  • Objectives of purchasing
    • General managerial level
    • Functional or operational level
    • Strategic buying plans
  • Purchasing cycle
  • Sourcing
    • Sourcing strategies
    • Sourcing approaches
    • Levels of sourcing
    • Contrast between tactical purchasing and strategic sourcing
    • When to apply tactical sourcing or strategic sourcing
    • Benefits of effective sourcing
    • Comparison of sourcing and procurement
  • Objectives of category management
    • Objectives of category management
  • Strategic procurement and strategic sourcing and category management
    • Strategic procurement
    • Strategic sourcing
    • Reactive sourcing
    • Category management
  • Evolution of transactional purchasing to strategic sourcing
    • Characteristics of tactical purchasing
  • History of category management
  • Self test questions
  • Reference and further reading

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CHAPTER 2: CATEGORIZATION OF EXPENDITURES

  • Cost analysis
    • Category expenditure analysis tools
    • Factors for categorization
  • Self test questions
  • Reference and further reading

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CHAPTER 3: STRATEGIC ACQUISITION AND SKILLS FOR CATEGORY MANAGEMENT

  • Strategic acquisition process with respect to pre-contract, and post contract stages
    • Pre-contract stages
    • Post -contract stages
  • Cips acquistion model
    • Pre-contract acquisition stages
  • Sourcing models and categorical management models
    • Strategic sourcing models
    • At kearney 7 step model
    • Six-step sourcing model
  • Category management models
    • O’brien category management model
    • Cips category management model
  • Roles of a category manager
    • Performance management responsibilities of a category manager
  • Technical and behavioural skills for strategic categorical management
    • Technical skills
    • Behavioural skills
  • Self test questions
  • Reference and further reading

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CHAPTER 4: UNDERSTANDING CATEGORICAL DATA

  • Insight of category
  • Demand patterns for category groups
    • Day one analysis matrix
    • Demand forecasting for category groups
    • Reconciling business requirements and category
  • Current contracts, suppliers, terms and markert trends
    • Current contracts
    • Understanding terms and conditions
    • Suppliers
  • Market trends
    • Type and source of information
  • Self test questions
  • Reference and further reading

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CHAPTER 5: PREPARING FOR THE CATEGORY MANAGEMENT PROCESS

  • Requirements for preparation of sourcing plans
    • Factors to consider
    • Key planning considerations for the effective implementation of a strategic sourcing or category management process
    • Producing category hierarchies
  • Total cost models for categorical management
    • Process of developing ppca according to o’brien
    • The benefits of using opportunity analysis
  • Portifolio tools in cataegorical management
  • Stakeholders needs analysis
    • Classifications of stakeholders
    • Steps in stakeholder analysis
    • Stakeholder mapping- power/interest matrix
    • Benefits of stakeholder analysis
  • Cross functional team
  • Review questions
  • Self test questions
  • Reference and further reading

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CHAPTER 6: SUPPLY MARKET FACTORS

  • Industry dynamics
    • Types of industries
    • Industry lifecycles
    • Competitive cycles
    • Market segment
  • Financial data on potential supplier
    • Total cost of ownership (tco)
  • Reasons for assessing market factors
  • Internal and external influences of categorical management
    • Steeple analysis
    • Porter’s five forces
    • Swot analysis
    • Request for information (rfi)
    • BCG matrix
  • Corporate social responsibility (csr) and sustainability
    • Corporate social responsibility
    • Sustainability
  • Supply chain and value chain analysis
  • Analyze suppliers perception
  • Self test questions
  • Review questions
  • Reference and further reading

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CHAPTER 7: PLANNING AND PREPARATION OF CATEGORICAL MANAGEMENT

  • Make or buy decision
  • Swithching costs or switching barrier
  • Sourcing options
  • Planned change
  • Plan risk and come up with mitigation factors
  • Involvement of stakeholders in category management;
  • Self test questions
  • Reference and further reading

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CHAPTER 8: ROUTES TO THE SUPPLY MARKET

  • Competition and negotiation in sourcing suppliers
  • Invitation and request
  • Reverse auction
  • Joint proposition improvement
  • Self test questions
  • Reference and further reading

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CHAPTER 9: WORKING WITH STAKEHOLDERS

  • Stakeholders buy- in
  • Stakeholders communications
  • Presenting strategic sourcing plans to stakeholders
  • Self test questions
  • Reference and further reading

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CHAPTER 10: MOBILIZATION, START UP AND TRANSITION

  • Performance improvement
    • Performance monitoring
    • Compliance monitoring
    • Supplier management
    • Continuous improvement
  • Planning for effective start up of category plans
    • Brown paper’ planning
    • Implementation planning
  • Mobilizing start-up and transition arrangements
    • Mobilizing start-up
    • Transition arrangements
  • Self test questions
  • Reference and further reading

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CHAPTER 11: MANAGING CONTRACTS AND SUPPLIERS

  • Responsibilities of contract management
  • Operation performance
  • Obtaining feedback from stakeholders
  • Benchmarking performance
  • Self test questions
  • Reference and further reading
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CHAPTER 12: PERFORMANCE AND RISK MEASUREMENT

  • Capturing performance data
  • Creating performance measures
  • Dashboards
  • Improvement review
  • Supply chain risks and their mitigation
    • Definitions of key terms
    • Types of supply chain risks and their mitigations
    • Risk analysis
    • Supply chain risk management process
    • Four ts of risk management or risk management strategies
  • Volatility in supply chain and how to prepare for it
  • Exit arrangements
  • Self test questions
  • References and further reading

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