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Purchasing Planning and Tender Management 2

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Purchasing Planning and Tender Management 2


  • Utilizes a variety of individual and group exercises, case studies, and video clips.

Course Objectives:

  • Write initiatives and strategic objectives for purchasing to support long-term direction.
  • Organize resources based on classifications that support strategic marketing planning.
  • Apply forecasting techniques to demand levels for improving future purchasing planning.
  • Develop strategies to secure supply operations.
  • Evaluate supplier tenders using a scientific methodology to support the selection decision-making process.

Target Audience:

  • Purchasing and supply chain management experts at all organizational levels.
  • Individuals responsible for planning, resource allocation, procurement, tender management, and all employees involved in purchasing operations.

Program Content:

  • Strategic planning for purchasing.
  • Setting goals and departmental purchasing mission.
  • Selecting improvement initiatives:
    • Structural initiative.
    • Systems initiative.
    • Workflow initiative.
    • Cultural initiative.
  • Objectives and performance metrics.
  • Communicating the purchasing plan.
  • Stakeholder engagement.

Spend Planning:

  • Creating an expenditure file.
  • Analyzing expenditure impact:
    • Financial impact.
    • Supplier breakdown.
  • Analyzing market risks:
    • Value chain analysis.
    • SWOT analysis.
    • Porter’s Five Forces.
    • Risk heat maps.
    • Supply risk outcomes.
  • Classification reporting.

Demand Planning and Future Estimations (Forecasting):

  • Administrative aspect of forecasting:
    • Tetlock’s foxes and hedgehogs.
    • Taleb’s black swan.
  • Principles of demand planning.
  • Quantitative estimation techniques.
  • Qualitative estimation techniques.

Integrated Supplier Management:

  • Pre-qualification process for suppliers.
  • Pre-qualification criteria for suppliers:
    • Legal criteria.
    • Financial criteria.
    • Technical criteria.
    • Employee criteria.
    • Health and safety criteria.
  • Service Level Agreements (SLAs).
  • Strategic partnership.
  • Supplier diversity programs.
  • Tender evaluation and selection.
  • Tender management process.
  • Tender evaluation criteria.
  • Protocols, systems, and result placement.
  • Selection and awarding of tenders.
  • Total Cost of Ownership (TCO) for complex purchasing operations.

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