1. Steps Of
Strategic
Procurement Process
Your Company Name

2. Table of Contents
2
System of an Organization
› Step 1- Establishing Requirements for Outsourcing
o Decide which Business Functions Are Primary & Supportive
o Decide which Business Functions to Outsource
o When to Outsource
› Step 2- Selecting Partners
o Outline Your Requirement for Outsourcing Business Activity
o Request for Proposal
o Evaluate Request for Proposal
o Finalize the Partners
o Roll Out the Implementation Plan
o Measure Partner Performance
› Step 3- Strengthening Partner Relationship
o Partner Relationship Improvement Strategy
Components of a Partner Strategy
Overall Partner Strategy
Partner Strategy Steps - Summary

3. System of an Organization
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› Quality Processes (Sales,
Finance, Operations, etc.)
› Enabling Technologies
› Culture
Demand Delivery
Suppliers
Partners

4. Components of a Partner Strategy
4
Establishing Requirements for Outsourcing
Strengthening Partner Relationship
Selecting Partners
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5. Step 1- Establishing Requirements
for Outsourcing
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6. Decide which business functions are Primary & Supportive
6
› Professional development
› Employee relations
› Performance appraisals
› Recruiting
› Competitive wages
› Training programs
› Integrated supply
chain system
› Real time sales
information
› Real time inventory
› Communication with
suppliers
› Purchase supplies
and materials
› Real time inbound inventory
data, location of distribution
facilities, trucks, material
handling, warehouse
› Standardized
model, access to
real time sales &
inventory system
› Order
processing, full
delivery trucks
› Pricing, communication,
promotion, product
based on community
needs, low prices
› Delivery,
installation, repair,
greeters, customer
service focus
› Management
› Finance
› Legal
› Planning
Firm
Infrastructure
Human Resource
Management
Technology
Development
Procurement
After sales
service
Marketing
& Sales
Outbound
Logistics
Operations
Inbound
Logistics
Margin
Margin
SupportActivitiesPrimaryActivities
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7. Decide which Business Functions to Outsource
7
Service Yes/No Support Functions Potential Partners
Administrative Scheduling, travel arrangements, data entry, typing Add text here
Customer Support Cold Calls, Lead Generation Add text here
Accounting
Bookkeeping, invoicing and accounts payable and
receivable, financial reporting, analysis and
planning, Tax Filing, Payroll processing
Add text here
Marketing Social Media Marketing, SEO Add text here
Content Writing Blogs, Press Releases Add text here
Engineering consulting, modeling, AutoCAD designs, and Sketches Add text here
Human Resources
Employee acquisition and human resource functions -
advertising, screening suitable applicants and
checking references
Add text here
Legal Services
Litigation support, document review,
analysis/drafting, and legal documentation
Add text here
Data Entry Order processing, cataloging, scanning, and indexing Add text here

8. When to Outsource
8
When it is not a core business activity
Core business activities should be done in-house. Rest should be outsourced
so that it frees the management and employees from these tasks and focus
on core activities that generates income.
Lack of Resources to carry out that activity
When you lack the resources to expand operations and grow company, one
should outsource those tasks to partners that have such resources.
Get access to expert talent/ technology
Outsource tasks that cannot be performed best by local talent. Get access
to technologies and solutions that may not be readily available in-house.
Cost saving by decreasing your expenses
Save the costs of recruiting, training, and employee benefits by
outsourcing the work to a firm or partner.

9. Step 2- Selecting Partners
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10. 1. Outline your requirement for Outsourcing Business Activity
10
Recruitment
Services
Employment
Branding
Services
Consulting
Services
› Talent sourcing (for contract, contract-to-
hire, temporary or permanent basis)
› Recruitment Campaigns
› Interviews
› Onboarding support
› Customized Recruitment Campaigns
› Craft corporate message
› Company oriented hiring and talent development
› Business case development
› Change management
› Employee retention
› Career progression
SERVICES
FUNCTION
Example- Staffing Partner
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11. 2. Request for Proposal
11
Ref Functional Requirements Vendor Response
1. Self Service
1.1 Employee Self Service (ESS)
1.1.1 ESS – Basic Personal Tasks
1.1.1.1
Routine HR administration tasks such as changing home address, home or work telephone number, emergency contact details, dependents, next of kin,
marriage, name, births or adoptions
1.1.1.2 Administration for other (USA) life events e.g. changes in circumstances affecting benefits eligibility
1.1.1.3 Common information uploaded to existing databases e.g. work telephone number to telephone directories or work location to organizational charts
1.1.1.4 View employee’s own employment history including salary & benefits details, promotions, dates, appraisals, training
1.1.1.5 Update Company Property Located Employee’s address or linked to employee
1.1.1.6 View HR information e.g. :
1.1.1.6.1 Conditions of employment
1.1.1.6.2 HR policies & procedures
1.1.1.6.3 Employee information packs / handbooks
1.1.1.6.4 Organisation charts
1.1.1.6.5 Corporate policies on email, social media, blogging
1.1.1.6.6 Management Guidelines
1.1.1.6.7 Guidance templates for changing personal information
1.1.2 ESS – Time & Attendance Tasks (also see section 5)
1.1.2.1 Manage time sheets, working times for activities or projects
1.1.2.2 Manage leave, PTO (paid time off) & other absences from work
1.1.3 ESS – Travel & Expenses Tasks (also see section 12)
Requirement Specifications For: HR & Payroll Software
For < Organization name, city >
< Contact Name >
< Date >
< Reference Number >
Insert
Logo Here

12. Ref Functional Requirements Vendor Response
2. Text Here
2.1 Sourcing Candidates
2.1.1 Candidate sourcing management
2.1.1.1 Support multiple candidate sourcing channels
2.1.1.2 Manage where vacancies are published
2.1.1.3 Configurable controls to ensure a consistent message across all sourcing channels
2.1.1.4 Configurable recruitment sourcing workflows – dependent on the channel of sourcing candidates, the desired process to fill a vacancy
2.1.1.5 Publish recruitment Process with vacancy detail
2.1.2 Web job boards
2.1.2.1 Vacancies advertised on corporate website, company career pages, intranet job boards & websites
2.1.2.2 Support mobile optimised web pages
2.1.2.3 Advertise vacancies on 3rd party job boards & recruitment websites
2.1.2.4 Links to major job boards e.g. – Monster, CareerBuilder, Indeed
2.1.2.5 Links to specialist jobs boards
2.1.2.6 Automated posted to jobs boards
2.1.2.7 Select job boards
2.1.2.8 Syndicated vacancy to multiple job boards
2.1.2.9 Easy change of job boards, job details, keywords, links
2.1.2.10 Highlight “featured” or critical job vacancies
2.1.2.11 Control posting start & end dates with automatic removal at end date
2.1.2.12 Support the use of mobile apps in sourcing candidates
2.1.2.13 Integrate with online videos
2.1.2.14 Online recruitment videos covering company, corporate culture, business operations, careers information & individual vacancy details
2. Request for Proposal (contd…)
12
Requirement Specifications For: HR & Payroll Software
For < Organization name, city >
< Contact Name >
< Date >
< Reference Number >
Insert
Logo Here

13. 3. Evaluate Request for Proposal
13
Purchasing Software Proposal
Comparison
Vendor Proposal A Vendor Proposal B Vendor Proposal C
Text Here
Text Here FS FS FS
Text Here FS NS PE
Text Here FS FS FS
Text Here FS FS FS
Text Here FS NS FS
Text Here FS NS NS
Text Here FS FS PE
Please respond with
› FS – Fully Supported
› NS – Not Supported
› FE – Free Enhancement
› PE – Paid Enhancement
› CO – Configuration Option
› RT – Reporting Tool
› 3P – 3rd Party Product
Use the “Enhancement Cost” column
to quote an enhancement cost if “PE”.
Response Instructions
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14. 4. Finalize the Partners
14
Business Requirements Necessity Vendor 1 Vendor 2 Vendor 3
General Requirements
Secure Web Access Must Have 1 1 3
Shared Calendars Functionality Must Have 2 1 3
Activity Planning & Tracking Must Have 1 3 3
Outlook Email Integration Must Have 1 2 1
Outlook Calendar Integration Must Have 1 1 1
Add Text Here Must Have 1 3 2
Add Text Here Must Have 2 1 3
Add Text Here Must Have 1 3 3
Add Text Here Must Have 1 2 1
Add Text Here Must Have 1 1 1
Add Text Here Must Have 1 3 2
Total = 13 Total = 21 Total = 23
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15. 5. Roll Out the Implementation Plan
15
Strategic Planning
& Vendor Selection
End user training
& Change
management
program
Text here Text here Text here
Text hereText here
SaaS Implementation Roadmap
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16. 6. Measure Partner Performance
16
Quarters Target Actual
Jun - Aug $588,500 $1,018,233
Sep - Nov $658,750 $693,225
Dec - Feb $568,500 $630,890
Mar - May $538,750 $938,577
TY $2,354,500 $3,280,925
Quarters Target Actual
Jun - Aug 118 25
Sep - Nov 132 22
Dec - Feb 114 44
Mar - May 108 37
TY 472 128
Quarters Target Actual
Jun - Aug $2,354,000 $450,000
Sep - Nov $2,635,000 $3,200,000
Dec - Feb $2,274,000 $3,500,000
Mar - May $2,155,000 $410,000
TY $9,418,000 $7,560,000
Year-to-date sales achieved Vs target set in the
partner business plan by quarter
Total quantity of pipeline deals forecasted to
close during this quarter Vs business plan target
$ quantity of actual pipeline expected to close
by quarter Vs business plan target
Actual sales YTD by
Quarter vs Target
Actual # of pipeline deals by close
date by Quarter vs Target
Actual $ pipeline by close date
by Quarter vs Target
Partner Performance Scorecard
0100201030408090706050
0 100
20
10
30
40
80
90
70
6050
80%
0 100
20
10
30
40
80
90
70
6050
100% 27%
0 100
20
10
30
40
80
90
70
6050
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17. Step 3- Strengthening Partner
Relationship
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18. Partner Relationship Improvement Strategy
18
Key Metrics 2018 2019 2020
Metric 1 $6m $8.6m $6.24m
Metric 2 67% 84% 90%
Metric 3 88% 90% 86%
Metric 4 4.6% 2.4% 3.6%
Baseline Goals
Initiatives for Partner Growth
All-in-one Partner Portal
New reseller price list with product bundles designed to help
partners drive more customer sales.
Discounting process for all partners
Joint marketing programs.
01.
02.
03.
04.
05.Partner training program with certifications and sales enablement.
Partner summits featuring networking and training.06.
Improved Referral Program07.
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19. Overall Partner Strategy
19
Human Resources
Legal
Marketing
Business Function
› Text Here
› Text Here
› Text Here
› Text Here
› Text Here
› Text Here
› Text Here
› Text Here
› Text Here
Initiatives
500+ employees'
recruitment
Save $500K in legal
cases
30% Growth in Lead
Generation
GoalPartners
Logo
Here
Logo
Here
Logo
Here
Logo
Here
Logo
Here
Logo
Here
Logo
Here
Logo
Here
Logo
Here

20. Partner Strategy Steps - Summary
20
Identify Partnership Requirements
› Evaluate Partnership Spend
› Identify services for outsourcing to save cost
› Analyze performance of existing partners for cost benefit and value
› Renew contracts with profitable partners
Screen for Partner Selection
› For new partnerships, roll out RFP
› Score multiple partners to select the best partners
Execute Strategy
› Measure channel partners’ performance on key metrics. Use scorecards and matrix.
› Plan incentives and rewards for partner loyalty
› Work with partners to resolve problem areas
› Create mutually agreed targets and deadlines for implementing initiatives
Refine Partnership Plan
› Go for bidding or auditions to get best partnership programs at best price
› For existing partnerships, strengthen relationship and discuss plans to improve performance
› Negotiate with new partners for maximum value
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21. Steps of Strategic Procurement Process Icons Slide
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22. Additional Slides
22

23. Agenda
23
Agenda 1
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Agenda 2
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Agenda 3
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Agenda 4
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24. Company Introduction
24
Preferred Many
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We are Creative
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Target Audience
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Value Clients
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01
02
03
04

25. Our Mission Vision Values
25
Vision
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Mission
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Goal
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26. Our Goal
26
Text Here
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02
Text Here
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03
Text Here
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01
Text Here
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04

27. Organization Chart
27
Text Here
Text Here Text Here
Text Here Text Here Text Here Text Here
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28. Comparison
28
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40% Male 60% Female

29. Bar Chart
29
LinkedIn
Twitter
Facebook
YouTube
Pinterest
Google+
26%
19%
19%
11%
6%
2%

30. Pie Chart
30
70%
Product 01
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changes automatically based on data.
Just left click on it and select “Edit Data”.
60%
Product 02
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changes automatically based on data.
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40%
Product 03
This graph/chart is linked to excel, and
changes automatically based on data.
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31. Dashboard
31
20
100
60
40%
(Low)
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20
100
60
60%
(Medium)
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20
100
60
80%
(High)
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32. Linear Diagram
32
Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
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33. Circular Diagram
33
02
03
0405
06
07
08 01
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34. Timeline
34
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2017
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2018
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2019
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2016
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2020

35. Roadmap
35
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2016
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2017
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2018
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2019
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2020

36. Thank You
36
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com