Strategy Development Blank Slide Pack

Version Control Version #Updated ByDate UpdatedChange Details

Project Plan Insert Project Plan in format required

Stakeholder Map template Impact of Commodity on Stakeholder HighLow Med Impact on success High Low Advocacy and Ownership Support and Buy-in Awareness Commitment and Action Understanding Unaware Med Level of Engagement

UIG Welcome Pack Insert Welcome Pack (in word format)

UIG Charter Group Objectives Scope & Activities Key Areas For Success Measures Milestones Deliverables

UIG Membership NameLocationDept.RoleTel. Add Commodity Name here

Current Status of Commodity/Contracts Commodity NameDefinitionSource 1 - Commodity Definition

Current Status of Commodity/Contracts Contract DetailContract ScopeExpiry DateCurrent Pricing 2 – Current Contracts

Policy detailReason of impactSource 3 – Relevant Policies/ Processes Current Status of Commodity/Contracts

Create your Spend Analysis and add it here. This is an example of one format Spend Analysis

Sustainability Sustainability Aspects ConsiderationsActions Social Economic Environmental

Classifying a Commodity

Key Commodity Characteristics FunctionalityEnd User Requirements Organisation Requirements Future Trends Constraints

Market Summary Template FactorFindings from research Market definition Market Overview Trade Associations Key Suppliers Market growth Trends and developments Supply market trends

External Data Sources Reference No. SourceDatedWeb address 1) 2) 3) 4) 5) 6) 7)

Risk Register Risk ID Risk Owner Description of RiskProbability/ Impact Result Date of Assessment Mitigating ActionsNext review date Project Name / Contract TitleRisks identified as at -

Supplier Profile Analysis Organization and History Strategy and Key Market Segments Products, Service Range and Operations Key Financials and Other Developments X Supplier is the global leader in the provision of Y solutions Insert commodity specific Supplier Data. Use 1 slide for each of the top 5 suppliers. You should base the top 5 on whether you think the market is global, European, or UK only

Porter’s 5 forces – Competitive Positioning Power of Buyer  Competition in Industry  Power of Supplier  Threats of Substitutes  Threats of New Entrants 

SWOT Analysis StrengthsWeaknesses OpportunitiesThreats Text

PESTLEE Analysis POLITICAL TECHNOLOGICAL ECONOMIC SOCIAL-DEMOGRAPHIC LEGAL ETHICAL ENVIRONMENTAL PEST LEE Analysis Analysis Add overall statement of findings here

Supplier Cost Drivers Cost Element (e.g. Material, Labour, Sub-contract, Transport, Overheads…) % of Overall Price (Use estimates, market, supplier and existing analysis) Source of DataData Confidence (Low, Medium, High)

Total Cost of Ownership: Considerations Acquisition Operation Ownership Disposal

Best Value Triangle – Identifying Opportunities Improve Specification Restructure Relationships Increase Competition Restructure Supply Base Reduce Consumption Optimise Total Supply Chain Costs Reduce / Eliminate Transactions Total Cost Management Purchase Demand Management Supply Base Management Reduce Total Life cycle / Ownership Costs Cost Quality Service Innovation Sustainability Consolidated Spend Improve Specification Consolidate Spend Restructure Relationships Increase Competition Reduce Consumption Restructure Supply Base Optimise Supply Chain Costs Reduce Total Ownership Costs Reduce/Eliminate Transactions

Best Value – Tabled version Best Value Opportunity Assessment DescriptionEaseTimeBenefitsResourcesProsCons Purchase Demand Management “Have you considered this?” Reduce Consumption Consolidate Spend Improve Specification Supply Base Management “Have you considered this?” Restructure Relationships Increase Competition Restructure Supply Base Total Cost Management “Have you considered this?” Optimise Total Supply Chain Costs Reduce Total Ownership Costs Reduce Transactions

Opportunity Assessment Opportunity Group (Link to BVT)Opportunity Sub-Group (Link to BVT) ImplementationResourcesEstimate of SavingsOther Benefits Identified Ease Timing Risks & Issues DescriptionAssessment Result (Probability/Impact) Date of Assessment Mitigating Actions Next Review Description & Scope of Activity Next Steps/Recommendation Complete one slide for each opportunity identified using the Best Value Triangle

Business Impact High LEVERAGESTRATEGIC BUYER PERSPECTIVE u Ensure long term availability of supply u Focus on relationship building and process integration with supplier u Reduce/eliminate company’s risk and exposure to price increases/supply disruption u Secure existing sources of supply and search for possible substitutes Market Challenge High u Use competitive advantage to reduce total costs u Use enterprise-wide sourcing volumes as a negotiation tool u Simplify and streamline acquisition process to achieve efficiencies / cost reduction u Reduce number of suppliers and simplify sourcing process LEVERAGESTRATEGIC ROUTINEBOTTLENECK u Reduce/eliminate company’s risk and exposure to price increases/supply disruption u Secure existing sources of supply and search for possible substitutes u Ensure long term availability of supply u Focus on relationship building and process integration with supplier Market Challenge High ROUTINEBOTTLENECK u Simplify and streamline acquisition process to achieve efficiencies / cost reduction u Reduce number of suppliers and simplify sourcing process u Use competitive advantage to reduce total costs u Use enterprise-wide sourcing volumes as a negotiation tool Current State Possible Future State The current and future state relationship between buyer & the supplier Business Impact High Account attractiveness High u Nurture & Expand Business u Seek opportunities u Develop Business together u Defend vigorously expand if possible u Potential long term relationship u Exploit commercially u Risk losing u High Risk u Give low attention u Lose without pain u Change supplier u Raise attractiveness Relative Value of Business DEVELOPMENTCORE NUISANCEEXPLOITABLE Relative Value of Business DEVELOPMENTCORE NUISANCEEXPLOITABLE u Nurture & Expand Business u Seek opportunities u Develop Business together u Defend vigorously expand if possible u Potential long term relationship u Give low attention u Lose without pain u Change supplier u Raise attractiveness u Exploit commercially u Risk losing u High Risk SUPPLIER PERSPECTIVE Account attractiveness High

Option 1Option 2Option 3Option 4 Recommendation & Justification 1 Procurement Route Not applicableDo nothingUse existing framework Develop bespoke contract Benefits & Concerns 2 OJEU Procedure OpenRestrictedCompetitive Dialogue Other Benefits & Concerns Options Decision Matrix & Summary Complete the table below with the various options available for Procurement Route, OJEU Procedure (if applicable), Lotting Strategy and Suppliers (examples provided) and detail the benefits/concerns associated with each before recommending a preferred option with justification.

Option 1Option 2Option 3Option 4 Recommendation & Justification 3 LotsNot applicable1 LotGeographicalProduct / Service Benefits & Concerns 4 Suppliers Per Lot Not applicable1 Supplier3 – 5 Suppliers5 + Suppliers Benefits & Concerns

Executive Summary Key insights Options Considered Recommendations and key actions