Strategy DevelopmentBlank Slide Pack

Version Control

Version # Updated By Date Updated Change Details

Project Plan

Insert Project Plan in format required

Stakeholder Map templateImpact of Commodity on Stakeholder

HighLow Med

Imp

act

on

su

cces

s

High

LowAdvocacy and

OwnershipSupport and

Buy-inAwareness Commitment and ActionUnderstandingUnaware

Med

Level of Engagement

UIG Welcome Pack

Insert Welcome Pack (in word format)

UIG CharterGroup ObjectivesGroup Objectives Scope & ActivitiesScope & Activities Key Areas For SuccessKey Areas For Success MeasuresMeasures

MilestonesMilestones

DeliverablesDeliverables

UIG Membership

Name Location Dept. Role Tel.

Add Commodity Name here

Current Status of Commodity/Contracts

Commodity Name Definition Source

1 - Commodity Definition

Current Status of Commodity/Contracts

Contract Detail Contract Scope Expiry Date Current Pricing

2 – Current Contracts

Policy detail Reason of impact Source

3 – Relevant Policies/ Processes

Current Status of Commodity/Contracts

Create your Spend Analysis and add it here. This is an example of one format

Spend Analysis

Annual Spend

£0.00

£100,000.00

£200,000.00

£300,000.00

£400,000.00

£500,000.00

£600,000.00

£700,000.00

£800,000.00

£900,000.00

Glasgo

w

Gram

pian

Ayrsh

ire &

Arra

n

Lothi

an

Lana

rksh

ire

Argyll

& C

lyde

Fife

Taysid

e

Forth

Valley

Dumfries &

Gall

oway

Highla

nds

Border

s

Weste

rn Is

les

Golden

Jubile

e

Shetla

nd

Organisations

Va

lue

Monmouth

Keymed

Diagmed

Cook

Conmed

Boston

SustainabilitySustainability

AspectsConsiderations Actions

Social

Economic

Environmental

Classifying a Commodity

<INSERT COMMODITY>

<INSERT COMMODITY> <INSERT COMMODITY>

<INSERT COMMODITY> <INSERT COMMODITY>

<INSERT CATEGORY>

<Add Text for Details> <Add Text for Details>

<Add Text for Details>

<Add Text for Details>

<Add Text for Details>

Key Commodity Characteristics

Functionality End User Requirements

Organisation Requirements

Future Trends

Constraints

   

     

Market Summary TemplateFactor Findings from research

Market definition

Market Overview

Trade Associations

Key Suppliers

Market growth

Trends and developments

Supply market trends

External Data SourcesReference

No.Source Dated Web address

1) <Add source/report title> <Add date of report/article/quote>

<Add website address for future reference>

2)

3)

4)

5)

6)

7)

Risk Register

Risk

ID

Risk

Owner

Description of Risk Probability/ Impact Result

Date of Assessment

Mitigating Actions Next review date

Project Name / Contract Title Risks identified as at -

Excel version of Risk Register

Supplier Profile Analysis

Organization and HistoryOrganization and History Strategy and Key Market Segments Strategy and Key Market Segments

Products, Service Range and Operations Products, Service Range and Operations Key Financials and Other DevelopmentsKey Financials and Other Developments

X Supplier is the global leader in the provision of Y solutions

Insert commodity specific Supplier Data. Use 1 slide for each of the top 5 suppliers.You should base the top 5 on whether you think the market is global, European, or UK only

Porter’s 5 forces – Competitive Positioning

Power of BuyerPower of Buyer

<Add Comment> <Add Comment>

Competition in IndustryCompetition in Industry

<Add Comment> <Add Comment>

Power of SupplierPower of Supplier

<Add Comment> <Add Comment>

Threats of SubstitutesThreats of Substitutes

<Add Comment> <Add Comment>

Threats of New EntrantsThreats of New Entrants

<Add Comment> <Add Comment>

<Add Opportunity Notes>

<Add Opportunity Notes><Add Opportunity Notes>

<Add Opportunity Notes>

SWOT Analysis

Strengths Weaknesses

Opportunities Threats

• Text• Text• Text

• Text• Text• Text

• Text• Text• Text

• Text• Text• Text

PESTLEE Analysis

POLITICAL

TECHNOLOGICAL

ECONOMIC

SOCIAL-DEMOGRAPHIC

LEGAL

ETHICAL

ENVIRONMENTAL

PEST LEEPEST LEEAnalysisAnalysis

PEST LEEPEST LEEAnalysisAnalysis

Add overall statement of findings here

Supplier Cost Drivers

Cost Element

(e.g. Material, Labour, Sub-contract, Transport, Overheads…)

% of Overall Price

(Use estimates, market, supplier and existing analysis)

Source of Data Data Confidence (Low, Medium, High)

Total Cost of Ownership: Considerations

Acquisition

•

•

•

•

•

•

•

•

•

•

Operation

•

•

•

•

•

•

•

•

•

•

Ownership

•

•

•

•

•

•

•

•

•

•

Disposal

•

•

•

•

•

•

•

•

•

•

Best Value Triangle – Identifying Opportunities

Impr

ove

Spec

ifica

tion R

estructure

Relationships

Increase

Com

petition

Restructure

Supply Base

Red

uce

Con

sum

ptio

n

Optimise Total Supply Chain Costs

Reduce / EliminateTransactions

Total Cost Management

Pur

chas

e D

eman

d

Man

agem

ent S

upply Base

Managem

ent

Reduce Total Life cycle / Ownership Costs

CostQualityService

InnovationSustainability

Con

solid

ated

Spe

nd

Improve Specification

• •

Consolidate Spend

• •

Restructure Relationships

• •

Increase Competition

• •

Reduce Consumption

• •

Restructure Supply Base

• •

Optimise Supply Chain Costs

• •

Reduce Total Ownership Costs

• •

Reduce/Eliminate Transactions

• •

Best Value – Tabled version

Best Value Opportunity AssessmentDescription Ease Time Benefits Resources Pros Cons

Purchase Demand Management

“Have you considered this?”

Reduce Consumption

Consolidate Spend

Improve Specification

Supply Base Management

“Have you considered this?”

Restructure Relationships

Increase Competition

Restructure Supply Base

Total Cost Management

“Have you considered this?”

Optimise Total Supply Chain Costs

Reduce Total Ownership Costs

Reduce Transactions

Opportunity Assessment

Opportunity Group (Link to BVT) Opportunity Sub-Group (Link to BVT)

Implementation Resources Estimate of Savings Other Benefits Identified

Ease

Timing

Risks & Issues

Description Assessment Result (Probability/Impact)

Date of Assessment

Mitigating Actions

Next Review

Description & Scope of Activity

Next Steps/Recommendation

Complete one slide for each opportunity identified using the Best Value Triangle

Bu

s in

ess

Imp

act

Hig

h

LEVERAGE STRATEGIC

BUYER PERSPECTIVE

Ensure long term availability of supply

Focus on relationship building and process integration with supplier

Reduce/eliminate company’s risk and exposure to price increases/supply disruption

Secure existing sources of supply and search for possible substitutes

Market Challenge High

Use competitive advantage to reduce total costs

Use enterprise-wide sourcing volumes as a negotiation tool

Simplify and streamline acquisition process to achieve efficiencies / cost reduction

Reduce number of suppliers and simplify sourcing process

LEVERAGE STRATEGIC

ROUTINE BOTTLENECK

Reduce/eliminate company’s risk and exposure to price increases/supply disruption

Secure existing sources of supply and search for possible substitutes

Ensure long term availability of supply

Focus on relationship building and process integration with supplier

Market Challenge High

ROUTINE BOTTLENECK

Simplify and streamline acquisition process to achieve efficiencies / cost reduction

Reduce number of suppliers and simplify sourcing process

Use competitive advantage to reduce total costs

Use enterprise-wide sourcing volumes as a negotiation tool

Current State Possible Future State

The current and future state relationship between buyer The current and future state relationship between buyer & the supplier& the supplier

Bu

s in

ess

Imp

act

Hig

h

Acc

ou

nt

attr

acti

ven

ess

H

igh

Nurture & Expand Business Seek opportunities Develop Business together

Defend vigorously expand if possible

Potential long term relationship

Exploit commercially Risk losing High Risk

Give low attention Lose without pain Change supplier Raise attractiveness

Relative Value of Business

DEVELOPMENT CORE

NUISANCE EXPLOITABLE

Relative Value of Business

DEVELOPMENT CORE

NUISANCE EXPLOITABLE

Nurture & Expand Business

Seek opportunities Develop Business

together

Defend vigorously expand if possible

Potential long term relationship

Give low attention Lose without pain Change supplier Raise attractiveness

Exploit commercially

Risk losing High Risk

SUPPLIER PERSPECTIVE

Acc

ou

nt

attr

acti

ven

ess

H

igh

Option 1 Option 2 Option 3 Option 4Recommendation &

Justification

1

Procurement Route

Not applicable Do nothing Use existing framework

Develop bespoke contract

Benefits & Concerns

2

OJEU Procedure

Open Restricted Competitive Dialogue

Other

Benefits & Concerns

Options Decision Matrix & SummaryComplete the table below with the various options available for Procurement Route, OJEU Procedure (if applicable), Lotting Strategy and Suppliers (examples provided) and detail the benefits/concerns associated with each before recommending a preferred option with justification.

Option 1 Option 2 Option 3 Option 4Recommendation &

Justification

3

Lots Not applicable 1 Lot Geographical Product / Service

Benefits & Concerns

4

Suppliers Per Lot

Not applicable 1 Supplier 3 – 5 Suppliers 5 + Suppliers

Benefits & Concerns

Executive SummaryKey insights

Options Considered

Recommendations and key actions