Best practice procurement doesn’t have to be hard. In this procurement toolkit, we’ve gathered all the resources you need, whether you’re brushing up on the basics or the latest in procurement strategy.
This is a living procurement guide that is being updated regularly. If there is a link you feel would be helpful to procurement professionals that isn’t on this list, contact us and let us know.
Procurement Planning
The first (and perhaps most vital) stage in the procurement process is planning properly. This section is dedicated to resources that help with laying the groundwork for your procurement event.
The Complete Guide to Procurement Planning
This is a comprehensive, high-level guide that covers everything from what procurement planning involves, how to go about it, and what tools you can use to help.
This is another PDF resource that covers what you should have in your procurement plan. Make sure nothing is left out of this crucial guiding document.
A handy tool for calculating the complexity of a tender evaluation process before you begin. Six quick questions, and tailored feedback on what you should consider when it comes to your evaluation.
Acting ethically and being above reproach are both vital when it comes to procurement. Here are some assets to cover these concepts.
A Complete Guide to Probity in Procurement
We highly recommend all procurement professionals read this guide at least once. It covers the concept of probity in procurement and provides lots of examples on how to apply these in practice.
Ethical Procurement Explained: A Master Class in Best Practice
This in-depth guide is great if you’re a beginner or a seasoned hand. It covers common control methods, how to promote ethical procurement in your organisation, and more.
When you’re going to market, there’s a lot of things to consider. Here are some resources that can help you make sure you get the goods and services you are after.
Writing Procurement Specifications: A How-To Guide
This how-to guide covers everything you’d want to know when writing procurement specifications, from the different methods to what to avoid. Definitely worth a read, even if you’re a procurement veteran.
Some procurement best practice guidelines on how to write a great RFx. This simple PDF is good for printing and putting on the office wall - a great procurement best practice checklist.
Preparing a supplier contract? We recommend reading the “8 Point Checklist for Contract Creation and Review.” You should ask yourself these questions whenever a contract is made.
Businesses run on contracts. Here are some resources for how you can make sure you tick all the boxes when it comes to best practice contract management and keep key suppliers happy (and delivering).
The Ultimate Guide to Contract Management
A high-level guide on everything you would want to know about contract management, all on a single page.
It would be great if suppliers perfectly delivered every time, and supplier meetings were simple. But unfortunately, that’s not always the case. Here’s a great guide on how to handle those tricky meetings and get the outcome you want.
Vendor Relationship Management: Best Practice Software, Tools, and Methods
An article that discusses thinking differently about your suppliers in order to get the best outcomes for both parties, as well as other useful tools and tips.
The Ultimate Guide to Contract Management Software
Looking to learn more about contract management software, and how it can help your organisation? Here’s a definitive guide on everything you need to know on the subject.
Part of modern procurement is considering different definitions of value, not just cost reductions. More organisations are considering their social responsibility, not just profit margins, and acting as true procurement leaders.
Seven Biggest Barriers to Social Procurement in 2022
More than half of organisations engaging in social procurement hit roadblocks of some kind. This comprehensive report highlights some obstacles you may face, and how to overcome them.
If you’re involved in procurement strategy, here are some assets that may help you out.
Seven Contract Management Innovations to Consider
This whitepaper covers how you can make an impact and drive real change in your organisation through contract management innovation, according to industry experts.
Building a Business Case to Upgrade your Procurement Toolset
Digital transformation is a major priority for most CPOs this year, but getting buy-in is crucial. This report covers how you can provide a compelling argument for key executive stakeholders.
Using a Contract Management Spreadsheet? Here's Why It's a Bad Idea
Do you manage your contract data in a spreadsheet? If you do, it's time to reconsider how you've been monitoring contracts, since there are more secure and user-friendly ways to go about it.