7/31/23, 9:48 AM Course: CSSP Modules, Module: Strategic sourcing process

CSSP Modules

S t r ateg i c s o u rc i n g p ro c e s s

Strategic sourcing process > Introduction

017.1 - Introduction to the strategic sourcing process

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This module introduces a generic 5-step strategic sourcing process and details why it is necessary, your
role, its characteristics, advantages and objectives.
Level: Essential
Duration: 15 minutes

017.2 - Strategic sourcing process - Step 1


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This module introduces step 1 of the strategic sourcing process - Prepare. It introduces the critical
requirements that support the strategic sourcing process.
Level: Essential
Duration: 15 minutes

017.3 - Strategic sourcing process - Step 2

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This module introduces step 2 of the strategic sourcing process - Discover. It introduces 4 key activities:
spend analysis, business needs analysis, discover and know your supplier.
Level: Essential
Duration: 15 minutes

017.4 - Strategic sourcing process - Step 3

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This module introduces step 3 of the strategic sourcing process - Decide. It introduces 2 key activities:
sourcing strategy options and sourcing strategy development.
Level: Essential
Duration: 15 minutes

017.5 - Strategic sourcing process - Step 4

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7/31/23, 9:48 AM Course: CSSP Modules, Module: Strategic sourcing process

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This module introduces step 4 of the strategic sourcing process - Decide. It introduces 3 key activities:
competitive bidding, deconstructing price and negotiation.
Level: Essential
Duration: 15 minutes

017.6 - Strategic sourcing process - Step 5

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This module introduces step 5 of the strategic sourcing process - Implement. It introduces 3 key
activities: evaluation and selection, sourcing recommendation and contracting.
Level: Essential
Duration: 15 minutes

Strategic sourcing process > Scoping and governance

018.1 - Introduction to sourcing project governance

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This module introduces a governance structure and details key sourcing team roles including those of the
project sponsor, project manager and stakeholders.
Level: Intermediate
Duration: 20 minutes

018.2 - Sourcing project definition 

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This module helps you to define sourcing projects according to the Goldilocks principle of ‘just right’. It
includes project: vision, scope, success criteria, deliverables, phases, tasks and milestones.
Level: Intermediate
Duration: 20 minutes

018.3 - Sourcing project scoping

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This module shows you how to scope a project by establishing what will be included in and what will be
excluded from the strategic sourcing project.
Level: Intermediate
Duration: 20 minutes

018.4 - Sourcing project team charter

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This module shows you how to build, and what to include in, your sourcing project team charter that will
serve as the road map for the sourcing team.
Level: Intermediate
Duration: 20 minutes

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7/31/23, 9:48 AM Course: CSSP Modules, Module: Strategic sourcing process

Strategic sourcing process > Discovery

019.1 - Introduction to discovery

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This module introduces the ‘Discovery’ step of the strategic sourcing process. It shows how to build a
current state analysis (CSA) so your sourcing team can make fact-based sourcing decisions.
Level: Intermediate
Duration: 20 minutes

019.2 - Capturing procurement intel

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This module focusses on capturing procurement intel - the intel the buyer needs to know and answers the
questions: what to get, where to get it, how to get it, when to get it.
Level: Intermediate
Duration: 20 minutes

019.3 - Analyzing procurement intel

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This module shows how to analyze the raw intel to turn into useful information that will support informed
decision making during the strategic sourcing process.
Level: Intermediate 
Duration: 20 minutes

019.4 - Current state analysis

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This module details the critical step of building the CSA. The CSA helps the sourcing team answer the
following questions: Where are we now? Where do we wish to be? How are we going to get there?
Level: Intermediate
Duration: 20 minutes

Strategic sourcing process > Stakeholder engagement -

Part 1

021a.1 - Introduction to stakeholder engagement

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This module introduces 7 key stakeholder types included in the strategic sourcing process, details the
benefits of stakeholder engagement and answers - Why do some resist change?
Level: Essential
Duration: 20 minutes

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7/31/23, 9:48 AM Course: CSSP Modules, Module: Strategic sourcing process

021a.2 - Stakeholder engagement process

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This module introduces a 4-step stakeholder engagement process and focusses on step 1 - stakeholder
identification.
Level: Essential
Duration: 15 minutes

021a.3 - Stakeholder mapping

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This module focusses on step 2 of the stakeholder engagement process - stakeholder mapping. Mapping
reduces communication and stakeholder engagement strategies to only 4.
Level: Essential
Duration: 20 minutes

021a.4 - Stakeholder profiling

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This module focusses on step 3 of the stakeholder engagement process - stakeholder profiling. The
module details 4 of the most common personality types and how to communicate with each.
Level: Essential
Duration: 15 minutes

Strategic sourcing process > Stakeholder engagement - 

Part 2

021b.1 - Step 4 - Stakeholder engagement

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This module focusses on step 4, the final step of the stakeholder engagement process - stakeholder
engagement. You will learn about the critical success factors of effective engagement.
Level: Essential
Duration: 25 minutes

021b.2 - Stakeholder communication planning

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This module details the reasons behind poor stakeholder communications and details the need for, and
provides a framework of, a simple but effective communications plan.
Level: Essential
Duration: 20 minutes

021b.3 - Stakeholder communication types

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7/31/23, 9:48 AM Course: CSSP Modules, Module: Strategic sourcing process

This module introduces active and passive comms types and their characteristics and details the
different comms types to ensure each stakeholder gets the right message at the right time.
Level: Essential
Duration 20 minutes

021b.4 - Measuring stakeholder communication and engagement

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This module shows you how to measure comms success in terms of stakeholder acceptance, buy‐in and
the actions taken in support of the sourcing project.
Level: Essential
Duration: 20 minutes

Strategic sourcing process > Business needs analysis

023.1 - Introduction to business needs analysis

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This module introduces the most critical success factor of the strategic sourcing process - business
needs analysis and details what, when and why to use it.
Level: Essential
Duration: 15 minutes

023.2 - Components of business needs analysis 

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This module, using the AQSCIRS model, shows you how to organize business needs into 7 groups ensuring
that the business needs of each stakeholder is clearly defined.
Level: Essential
Duration: 20 minutes

023.3 - How to develop a business needs analysis

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This module introduces and details a 6-step process that can be used in conducting your own business
needs analysis.
Level: Essential
Duration: 20 minutes

023.4 - How to use a business needs analysis

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This module shows you how to use BNA to inform the RFI/RFP, evaluate and select suppliers, align sourcing
and business strategy, build negotiation concession plan, manage and improve performance.
Level: Essential
Duration: 25 minutes

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7/31/23, 9:48 AM Course: CSSP Modules, Module: Strategic sourcing process

Strategic sourcing process > Sourcing strategy

development

024.1 - Introduction to sourcing strategy development

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This module introduces the major output from the strategic sourcing process - the sourcing strategy and
details the benefits when compared to working without one.
Level: Intermediate
Duration: 15 minutes

024.2 - Determine your sourcing strategy contents and structure

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This module recommends and details, as a minimum, the sourcing strategy contents.
Level: Intermediate
Duration: 20 minutes

024.3 - Sourcing strategy development - Steps 1-3

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This module introduces and details steps 1-3 of a 7-step sourcing strategy development process.
Level: Intermediate
Duration: 25 minutes 

024.4 - Sourcing strategy development - Steps 4-6

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This module introduces and details steps 4-7 of a 7-step sourcing strategy development process.
Level: Intermediate
Duration: 25 minutes

Strategic sourcing process > Competitive Bidding

026.1 - Introduction to competitive bids

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This module introduces competitive bidding, details the different competitive bid type, and shows when
to use and how to issue competitive bids.
Level: Essential
Duration: 20 minutes

026.2 - RFI and EOI

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This module introduces and compares the request for information (RFI) and expression of interest (EOI),
and details the 7 most common reasons for their use.
Level: Essential
Duration: 15 minutes

026.3 - RFT, RFQ, RFP e-Auction and e-Sourcing

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This module introduces and details the difference between the RFT, RFQ, RFP, e-Auction and e-Sourcing
and gives guidelines on when each should be used.
Level: Essential
Duration: 20 minutes

026.4 - The competitive bid process

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This module introduces and details an 8-step competitive bid process.

Level: Essential
Duration: 20 minutes

Strategic sourcing process > Supplier evaluation and

selection

027.1 - Supplier evaluation and selection 

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This module introduces and details a 4-step multi-criteria structured process for supplier evaluation and
selection and details its advantages and disadvantages.
Level: Essential
Duration: 30 minutes

Strategic sourcing process > Sourcing strategy

recommendation

028.1 - Introduction to sourcing recommendation

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This module introduces sourcing recommendation which is required to obtain buy-in from management
for the money, time and resource to implement the sourcing strategy being proposed.
Level: Advanced
Duration: 15 minutes

028.2 - Sourcing recommendation structure and content

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This module shows you how to take intel, select the key points, and present them in a structured way that
uses bullets, avoids jargon and does not use complex phrases.
Level: Advanced
Duration: 20 minutes

028.3 - Sourcing recommendation presentation tips

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This module provides 10 presentation tips to help you prepare a presentation that will win the support of
management for your sourcing strategy.
Level: Advanced
Duration: 20 minutes

028.4 - Managing questions in the sourcing recommendation

presentation
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This module provides 9 successful tips on how to plan for, manage and answer questions during and after
the presentation.
Level: Advanced
Duration: 15 minutes

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Strategic sourcing toolkit

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