Building Annual Procurement Plans and Aligning Them with Budgets

A working programme in annual procurement planning for managers who have to deliver with existing resources.

📍 Abu Dhabi🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

Savings claimed on annual procurement planning at signature are frequently lost during execution. Warehouse performance on this part of procurement and supply operations is decided by layout and discipline long before technology. It is written for people who have to make the wider procurement and supply operations agenda work with the resources they already have. The programme converts annual procurement planning from an area of general awareness into a set of repeatable practices. Post-incident reviews keep identifying weaknesses in the procurement and supply operations capability that were visible long before the incident. Improvement in this aspect of procurement and supply operations stalls when it depends on one capable individual rather than a defined method. They leave able to brief senior management on annual procurement planning in terms that support a decision. Discussion is anchored to worked examples of the procurement and supply operations capability rather than to abstract argument. Work concludes with a self-assessment of the procurement and supply operations discipline that participants can repeat annually.

Expected Learning Outcomes

01

Establish what evidence would demonstrate that annual procurement planning is under control.

02

Anticipate the objections that annual procurement planning will attract internally and answer them in advance.

03

Assess continuity risk in annual procurement planning and build a proportionate mitigation.

04

Set acceptance criteria for annual procurement planning before work begins rather than after.

05

Measure procurement performance on annual procurement planning beyond savings claimed.

06

Evaluate suppliers for annual procurement planning on total cost of ownership, not unit price.

07

Apply sustainability and ethical sourcing criteria to annual procurement planning.

Who Should Attend

01

Warehouse and stores managers operating annual procurement planning.

02

Supply chain planners forecasting demand for annual procurement planning.

03

Officers preparing reports on annual procurement planning for boards or oversight committees.

04

Procurement and category managers responsible for annual procurement planning.

05

Those responsible for briefing external stakeholders on annual procurement planning.

06

Logistics and distribution staff moving material in annual procurement planning.

Course Modules

01

Annual procurement planning: specification, requirement and demand

2 sessions · 8 points

Session 1The cost of annual procurement planning and how to present it

  • Prepare the summary of annual procurement planning that senior management will read.
  • Establish what evidence demonstrates annual procurement planning is under control.
  • Test the procedure for annual procurement planning against a realistic scenario.
  • Identify single points of dependency in annual procurement planning and reduce them.

Session 2Contract terms on annual procurement planning that survive execution

  • Establish who is informed, consulted and accountable in annual procurement planning.
  • Segment spend on annual procurement planning by value and supply risk before choosing an approach.
  • Review the audit trail for the last three award decisions on annual procurement planning.
  • Map the physical flow of annual procurement planning through receiving, storage and dispatch.
02

Annual procurement planning: supplier performance and relationship management

2 sessions · 8 points

Session 1Who answers for annual procurement planning, and to whom

  • Write the specification for annual procurement planning so two suppliers would price it the same way.
  • Reduce the variation in how annual procurement planning is carried out between teams.
  • Identify the data already collected that bears on annual procurement planning.
  • Review whether inventory policy on annual procurement planning still matches actual demand.

Session 2Documentation and customs treatment for annual procurement planning

  • Distinguish symptoms from causes when annual procurement planning underperforms.
  • Confirm traceability from supplier to point of use for annual procurement planning.
  • Identify slow-moving and obsolete stock inside annual procurement planning and decide its fate.
  • Set out how exceptions to annual procurement planning are requested and approved.
03

Annual procurement planning: supplier evaluation, award and contract terms

2 sessions · 8 points

Session 1The approval control on annual procurement planning that prevents fraud

  • Define measurable service levels in the contract covering annual procurement planning.
  • Agree the escalation route when supply of annual procurement planning is disrupted.
  • Negotiate payment terms on annual procurement planning without pushing suppliers into distress.
  • Agree the smallest change to annual procurement planning that would be visibly useful.

Session 2Setting reorder points and safety stock for annual procurement planning

  • Set the consequence for failing service levels on annual procurement planning, and apply it.
  • Write down the assumptions underpinning the approach to annual procurement planning.
  • Build the competence framework that supports annual procurement planning.
  • Validate claimed savings on annual procurement planning against actual invoiced spend.
04

Annual procurement planning: measurement, savings validation and reporting

2 sessions · 8 points

Session 1The decisions in annual procurement planning that cannot be delegated

  • Check the delivery terms and customs classification applied to annual procurement planning.
  • Verify segregation between requisition, approval and receipt in annual procurement planning.
  • Apply ethical and environmental criteria to supplier selection in annual procurement planning.
  • Estimate the resource annual procurement planning requires to run as designed.

Session 2Laying out the warehouse around how annual procurement planning actually moves

  • Assign responsibility for keeping documentation of annual procurement planning current.
  • Confirm that contractual obligations around annual procurement planning are understood.
  • Calculate reorder point and safety stock for each item in annual procurement planning.
  • Confirm that reporting on annual procurement planning reaches the people who can act.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.