Implementing Purchasing Policies
- Outline the strategic role of purchasing in the organization,
- Review latest business writing techniques suited for the development of policies, processes, procedures, and service level agreements (SLA)
- Discuss how to formulation policies to effectively govern the organizations purchasing activities,
- Discuss how to design cross-functional processes and procedures that optimize effort, cost, time, output, and controls,
- Guide to develop SLAs that set smart rules of engagement between the purchasing department and the rest of the organization, and
- Share examples and case studies.
Webinar Agenda
- Creating a Procurement Procedure
- Creating a Workflow
- Creating Documents
- Internal Controls
- Avoiding Pitfalls
Webinar Highlights
For existing Procurement Offices review what is working and what isn’t working in your current environment.
- Ask customers that your service to provide feedback or a formal customer satisfaction survey.
- What does our Procurement Office do best?
- What does our Procurement Office do worst?
- What services are we providing that you find helpful?
- What services would you like added to make your job easier?
- Meet with current stake holders that use your procurement documents in their workflow
- Accounting
- Receiving
- Equipment or Asset Management
- Safety or Hazardous Control Offices
- Other internal control staff-
- Meet with outside control agencies or departments that impact workflow
For new Purchasing Offices or new procedures review the stakeholders and their needs
- Establish workflow based on the procurement office’s internal requirements and needs of the customers
- Draft internal forms such as Purchase Requisition, Purchase Order, Change Order and vendor contract.
- Develop a procurement manual for the purchasing office
Case Study; Creating a Procurement Manual for a Grant-Funded Program
Avoiding Pitfalls in Procurement Policies
Who Should Attend
- Purchasing
- Finance
- Accounting
- Contracting
- Internal Control Officers