Strategic Sourcing Courses
Our training catalog provides a wide range of individual courses that can stand alone, but can also be used as part of a program or curriculum of training. 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 courses can be delivered as webinars on request.
Supplier Evaluation & Selection
This 1 ½ workshop addresses the process of setting effective evaluation criteria to select the best suppliers and the methods of 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 be able to take advantage of supplier capabilities to achieve the organization’s objectives. They will also gain an understanding of research methods and learn various sources to use to find and evaluate potential suppliers. Participants will learn to develop criteria to evaluate potential suppliers to be included on 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 company’s needs
- Develop criteria to evaluate potential suppliers to be included on 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 how to implement 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 transition of products to a newly selected supplier
- Lead and manage 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, managing suppliers, the 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 to conduct strategic sourcing projects, and how to implement these projects in a successful manner.
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 effective supply management approach to work processes and business roles and responsibilities
- Be able to use a consistent process to manage suppliers on a cross-functional and a cross-divisional basis
- Learn the processes needed to implement signed agreements and begin the supplier development process.
This 2-day program provides the specific tasks to be completed 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 practice of the 8-step process and where to get more information
8-Step Strategic Sourcing
This 1-day program aims at those 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 best suppliers
- Define tools for transition to standard work
8-Step Strategic Sourcing:
201
This 3-day program provides debated knowledge on how to construct a spend analysis, develop a commodity plan, structure and manage sourcing projects, and manage 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 and 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 is concentrated on how project team leaders can ensure that team members work together to meet deadlines, achieve outcomes and ensure implementation success.
As a result of attending this course, participants will:
- Introduce participants to the skills needed to effectively lead a multi-discipline team
- Review characteristics of effective teams
- Review 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 that will help you make sure the vendor you select has the capabilities and desire to perform. 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 criteri
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 practice 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. Current trends, concepts, and applications are provided to participants. 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 strateg
E-Sourcing
This 2-day program provides knowledge and skills in the negotiation of 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 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 to provide the basics of establishing a market analysis pertaining to purchased goods and service categories. The process of conducting an intelligence gathering effort will be covered, and sources of important information will be indicated. 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 tool box 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 creating a sound, comprehensive market analysis for use