Implementing Purchase Policies for Purchasing Professionals

This live webinar is designed to equip purchasing professionals with practical applications for implementing effective purchasing policies in their daily business. Topics covered will include the strategic role of purchasing in the organization, the latest business writing techniques for policy development, designing cross-functional processes and procedures to optimize effort, cost, time, output, and controls, and developing service level agreements (SLAs) that govern purchasing activities. The program is geared towards an intermediate level and will feature examples and case studies.

Join our practical and engaging webinar to elevate your procurement procedure skills! Discover the key elements of a standard procurement procedure and receive detailed guidance on improving or starting one from scratch. Our expert instructor Kenneth Jones will provide you with technical insights and show you how to structure a new or improved program. Plus, follow along with a real case study and learn how to manage changes and keep your procedures current. Don't miss this opportunity to enhance your procurement policy or program and take your career to the next level!

• Craft and edit an effective procurement policy or program
• Lay out an implementation plan that will improve outcomes
• Perform a survey of who your customers are and then define their needs and abilities
• Establish work-flow 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 contracts
• Initiate internal controls such as authorized signatures, levels of approval, etc.
• Review the technologies available to the customers and procurement staff
• Develop a procurement manual for the purchasing office

1. For existing Procurement Offices review what is working and what isn’t working in your current environment.
   • Ask customers about your service to provide feedback or a formal customer satisfaction survey.
   • Meet with current stakeholders that use your procurement documents in their workflow
   • Meet with outside control agencies or departments that impact workflow
   
   
2. 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
   
   
3. Case Study; Creating a Procurement Manual for a Grant-Funded Program.
   • Which rules will have precedence 
   • Processing time limits
   • Procurement Levels and Approvals
   • Changing procedures from paper-based to electronic workflow
   
   
4. Avoiding Pitfalls in Procurement Policies.

• Purchasing Officers
• Contract Officers
• Finance Personnel
• Accounting Officers
• Receiving Staff
• Compliance Officer
• Contracting, Internal Control Officers