Strategic Sourcing Courses
Our training catalog provides a wide range of individual courses that can stand alone or be used as part of a training program or curriculum. In addition to our current off-the-shelf training catalog, Calyptus offers customization services to ensure that training is tailored to the needs of the participating individuals and teams.
Some courses are already available as e-learning modules, which can be found here.
Some courses are already available as e-learning modules, and all classes can be delivered as webinars on request.
Supplier Evaluation & Selection
This 1 ½-day workshop addresses the process of setting effective evaluation criteria to select the best suppliers, as well as the methods for selecting suppliers using a cross-functional approach.
As a result of participating in this seminar, participants will:
Evaluate the total costs of the technologies/products proposed by suppliers
Understand world-class manufacturing and service capabilities
Evaluate supplier assessment results and perform a risk assessment
Perform a complex cost/price analysis
Make a team-based supplier selection decision based on bona fide evaluation criteria
Participate and manage a team-based supplier evaluation and selection process
Supplier Identification
In this 1-day program, participants will learn to determine when supplier identification activities are required, define customer requirements, and leverage supplier capabilities to achieve the organization’s objectives. They will also gain an understanding of research methods and learn various sources to identify and evaluate potential suppliers. Participants will learn to develop criteria to evaluate potential suppliers to be included on the solicitation short list. Lastly, participants will learn to work in a team environment to establish the best suppliers for consideration.
As a result of participating in this seminar, participants will be able to: Determine when supplier identification activities are required
Define customer requirements and be able to take advantage of supplier capabilities to achieve objectives
Understand research methods and learn various sources to use to find and evaluate potential suppliers that satisfy the company’s needs
Develop criteria to evaluate potential suppliers to be included on the solicitation short list
Work in a team environment to establish the best suppliers for consideration
Supplier Implementation
This 1 ½-day program will provide details on implementing new supplier contracts, creating communication plans, and ensuring supplier and user commitment.
As a result of attending this course, participants will be able to:
Plan and execute the transition of products to a newly selected supplier
Lead and manage the change required when implementing new parts or suppliers
Deploy a set of tools to facilitate faster, more effective transition of products
Develop a focused action plan for use by the transition team in implementing the new supplier relationship
Supply Chain Management:
Increasing EPS Through More Effective Spending
In this 2-day program, participants will review their individual supply chains and identify the costs, lead times, and risks associated with them. Demand management, supplier management, transformation and distribution processes and costs, cycle time reduction, and quality costs will also be assessed. Purchasing, materials, and logistics management will be examined. Techniques for acquiring, storing, processing, and moving material inventory will be covered. Action plans will be developed to improve the efficiency and effectiveness of each supply chain.
As a result of attending this course, participants will:
Understand the aspects of supply chain management
Learn the best practices in procurement
Develop plans for effective sourcing
Apply resources to supply chain management activities
8-Step Strategic Sourcing & Implementation
This 1-day course describes the overall process for conducting strategic sourcing projects and implementing them successfully.
As a result of attending this course, participants will:
Understand an overview of the approach your company and other best-in-class companies are taking to manage external resources
Be able to use the 8-Step Process to rationalize the supply base and develop partners
Understand the implications of the practical supply management approach to work processes, business roles, and responsibilities
Be able to use a consistent process to manage suppliers on a cross-functional and cross-divisional basis
Learn the processes needed to implement signed agreements and begin the supplier development process.
This 2-day program outlines the specific tasks required to conduct a strategic sourcing project. Detailed information and templates are provided for each step.
As a result of attending this course, participants will:
Learn the fundamental strategy your organization employs for supply management and strategic sourcing
Review the 8-step process and its value
Understand how the elements of the 8-step process contribute to joint supply management goals of Finance, Operations, Quality, and Manufacturing at your organization
Learn how to get started in the practice of the 8-step process and where to get more information
8-Step Strategic Sourcing
This 1-day program is intended for staff who have completed the 8-step Strategic Sourcing Training. A more detailed focus is given to Market Analysis, Supplier Qualification, Cost and Price Analysis, and Establishing KPIs.
As a result of attending this course, participants will:
Provide supplemental targeted training in aspects of the 8-step strategic sourcing process
Indicate your organization-wide supply management tools and initiatives
Describe best practices for strategic sourcing at your organization
Indicate additional steps necessary for selecting the best suppliers
Define tools for transition to standard work
8-Step Strategic Sourcing:
201
This 3-day program provides in-depth knowledge on how to construct a spend analysis, develop a commodity plan, structure and manage sourcing projects, and oversee implementation.
As a result of attending this course, participants will:
Provide the framework for Supply Management activities
Review the fundamentals and structure of Commodity Management
Understand the key objectives, roles, responsibilities, tasks, and organizational implications of Commodity Management
Provide the basis for evaluating suppliers and establishing long-term contracts
Review of the Strategic Sourcing process, supplier development, supply management, and partnering
Commodity Planning & Strategic Sourcing
This 2 ½ -day program provides strategic sourcing training for team leaders. The program focuses on how project team leaders can ensure that team members work together to meet deadlines, achieve outcomes, and ensure successful implementation.
As a result of attending this course, participants will:
Introduce participants to the skills needed to effectively lead a multi-disciplinary team
Review characteristics of effective teams
Review the roles and responsibilities of team leaders and team members
Provide an understanding of how to plan and monitor commodity management and sourcing team activities
Present tools and tactics that leaders can use to create a high-performance team that delivers results
Strategic Sourcing for Team Leaders
How do you know which vendor is really the right one for the job? This 1-day course reviews savvy sourcing principles to help you ensure the vendor you select has the capabilities and desire to perform. You can learn how to use industry data to prepare questions for potential vendors and to identify strengths and weaknesses of specific vendors. This course examines the correlation between your RFP and the vendor’s expectations. We’ll look at the data you need to choose an appropriate pool of vendors, and illustrate how your choice of evaluation criteria affects your results.
As a result of attending this course, participants will:
Define a broad pool of potential vendors
Develop Request for Proposals (RFPs) to yield more measurable results
Design an objective evaluation matrix
Detail the total cost of vendor proposals
Effectively differentiate vendor capabilities
Conduct vendor research results and perform a risk assessment
Make a vendor selection based on fact-based evaluation criteria
Vendor Selection
This 2-day program provides an overview of technical evaluations and how to prepare effective statements of work and specifications.
As a result of attending this course, participants will:
Learn the aspects of a SOW
Learn how to write a SOW
Understand how to evaluate submitted SOWs
Understand how to assess the contractor’s cost proposal based on the response to the SO
Preparation of Statement of Work (SOW) & Effective Technical Evaluation
This 4-day program describes how to write Performance-Based Contracting and Statement of Objectives under Government Acquisitions.
As a result of attending this course, participants will:
Provide an overview of how the Statement of Objectives (SOO) fits within the context of a Statement of Work
Define the critical elements of the SOO
Indicate how each element of the SOO is properly developed
Introduce best practices for SOOs for use and evaluation by participants
Develop core competency of writing and reviewing Statements of Objective
Statement of Objectives (SOO)
This program focuses on the e-business landscape and the use of reverse auctions for procurement and supply management staff. Participants receive current trends, concepts, and applications. The outcome will be more informed decision-making in this area.
As a result of attending this course, participants will:
Understand the basic concepts of E-Business
Know how to assess different E-Business offerings
Be able to apply E-Business initiatives to improve supply chain management
Understand how to prepare an E-Business strategy
E-Sourcing
This 2-day program provides knowledge and skills for negotiating IT contracts.
The objectives of this program are to:
To provide information on the role of the sourcing process in establishing and managing IT contracts
To provide knowledge on the meaning of IT contract terms and conditions
To provide direction on the types and forms of content to use when purchasing software licenses, IT hardware, as well as IT consulting, training, and development
To provide working knowledge of the process for IT contracting
IT Contracting
Understanding Markets & Developing a Market Analysis
This 1-day program provides detailed information on how to develop a thorough market analysis for sourcing projects and the basics of establishing a market analysis for purchased goods and service categories. The process of conducting an intelligence-gathering effort will be covered, and sources of important information will be identified. Participants will develop a plan to improve specific category-specific market analysis and/or introduce world-class research techniques into Procurement.
As a result of attending this course, participants will:
Understand the dynamics of supply markets and how to characterize your market.
Apply a general toolbox to identify cost structure and analyze price drivers in your market.
Know how to apply market analysis data to strategic sourcing projects.
Follow the steps to create a sound, comprehensive market analysis for use