PROCUREMENT MANAGEMENT – SYSTEMS SELECTION TOOLS and TECHNIQUES WORKSHOP OUTLINE

Workshop Overview –What the Workshop Provides
The integration of technology will have a profound effect on how well your business operates in the future. Successful businesses must learn to leverage their technology in order to assist the business in gaining competitive advantage. Capitalize on changing the way they do business at the same time of implementing new systems, by learning to consider how technology will support the business goals, not drive the desired state.

Workshop Overview –What the Workshop Provides
A fundamental workshop to develop basic systems selection process knowledge & skills –skills you can begin to apply immediately … these practical and effective tools and techniques will help you step-by-step select the best possible systems and maximize your return on investment with technology; which both will help setup conditions for success for the new systems selected implementation.

Workshop Benefits –What You Will Learn
Familiarity with the concepts to:

• Follow a Structured Approach to Selecting Systems,
• Build a High Level Business Model Representing Your Business,
• Define Your Requirements,
• Develop a Vendor Evaluation Model (VEM),
• Build Vendor Demonstration Scripts (VDS),
• Shortlist Vendors,
• Conduct Vendor Demonstrations and Vendor Client Site Visits, and
• Select a Preferred Vendor.

Jump-start your System Selection Project with our workshop. We can incorporate one of your current projects and use it as the business case throughout the workshop.

Workshop Format –How the Workshop Will Be Conducted
This hands-on workshop includes theory, hand-outs of practical example deliverables for reference and to assist in learning, hands-on exercises that will reinforce learnings that are targeted towards you learning and practicing all aspects of selecting systems, and reviews at the end of each section that includes a question/answer period that further reinforces key concepts and learnings. Participants are grouped into teams that will work through the workshop together as in “real-world” project environments. During the workshop each team plans a project using the tools and techniques presented in the workshop, enabling participants to experience the process of collaborative planning and see its effectiveness firsthand.

Workshop Take-Aways

• Systems Selection Tools & Techniques Resource Book –Includes all materials presented at the workshop
• Hand-Outs of examples of deliverables
• CD with Templates
• Certificate of Completion
• 21 PMI® Professional Development Units (PDUs)
• Website References and Book References

Workshop Participants –Who Should Attend
The workshop is intended for business managers, users, and the project manager and team who are involved in, or planning to be involved in systems selection projects of any size and type i.e. the selection of hardware, software applications and/or professional services firms, or for people wanting an overview of the systems selection structured process, concepts, tools and techniques. The workshop is very hands-on, hence it is limited to a maximum of 20 participants.

Workshop Content

SECTION 1 –WORKSHOP INTRODUCTION

• Introductions
• Workshop Rules
• Workshop Agenda
• Workshop Format
• Workshop Objectives

SECTION 2 –PROCUREMENT FRAMEWORK

• Procurement Life Cycle
• Project Life Cycle –System Selection Stages
• Procurement Key Roles
• Procurement Organizations
• Procurement Constraints

SECTION 3 - STAGE 1 DEFINE THE REQUIREMENTS

• Create Your Selection Team
• Create a High Level Business Model
• Exercise
• Create Requirements / Selection Criteria
• Exercise
• Create the Requirements Definition Document (RDD)
• Create Weights & Knock-Out Criteria
• Exercise
• Stage Review

SECTION 4 - STAGE 2 SHORTLIST THE VENDORS

• Identify Potential Vendors
• Create the Request for Proposal (RFP)
• Understand Key Procurement Concepts
• Conduct Vendor’s Bidders Meeting
• Create the Vendor Evaluation Model (VEM)
• Exercise
• Evaluate Vendor’s Proposals
• Shortlist the Vendors
• Stage Review

SECTION 5 - STAGE 3 SELECT THE PREFERRED VENDOR

• Prepare for Vendor Demonstrations
• Exercise
• Conduct Vendor Demonstrations
• Prepare & Conduct Client Site Visits
• Exercise
• Conduct Sit & Play Sessions
• Select the Preferred Vendor
• Stage Review

SECTION 6 - SUMMARY

• Why Systems Selections Fail
• PMI Information
• Annex Information

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