PROCUpedia
Procurement working documents being reviewed and annotated

The Procurement Operating Model

The Procurement
Operating ModelA complete function. Ready to make yours.

Give your team a consistent standard for every procurement decision. Eleven complete toolkits, practical guidance and editable working documents, from the first request to the board report.

Ten specialist toolkits separately US$7,400

US$4,000Save US$3,400 · 46%
Buy the Operating Model
Explore all 165 documents ↓

11 toolkitsEvery procurement area

165 documents & toolsFoundations included

PROCUpedia StudioCustomise to your brand

What is included

Eleven complete toolkits. The full procurement lifecycle.

165 documents and tools covering the full procurement lifecycle, with Foundations included.

00

Foundations

11 items included

  • Full end-to-end procurement process flow
  • Maturity assessment toolkit
  • Ninety-day roadmap
  • One-page index
  • Quick-start guide
  • Stakeholder interview guide for the first 90 days
  • Current-state diagnostic and baseline template
  • Procurement strategy and three-year roadmap
  • Procurement function business case
  • Procurement service catalogue for the business
  • Savings opportunity assessment and first-year target
01

Governance and policy

20 items included

  • Policy bundle, eight documents
  • AI usage policy
  • Delegation of authority matrix
  • Route-to-market thresholds by value
  • Single-source waiver
  • Emergency procurement procedure
  • Procurement charter
  • Operating model and RACI
  • Supplier code of conduct and acknowledgement
  • Conflict of interest declarations and register (staff and evaluators)
  • Gifts and hospitality register
  • Anti-bribery and sanctions policy
  • Policy exceptions log
  • Policy compliance audit checklist
  • Policy launch communications pack
  • Risk and control matrix for source to pay
  • Segregation of duties matrix
  • Procurement steering group terms of reference
  • Sourcing board terms of reference
  • Sustainable procurement policy
02

Demand, planning and strategy

15 items included

  • Enterprise category plan
  • Strategy kit and quarterly tracker
  • Sourcing strategy playbook
  • Spend cube and intake form
  • Spend classification guide and taxonomy
  • Annual procurement plan and pipeline
  • Business partner account plans
  • Demand management guide
  • Business case template
  • Requirements and specification template
  • Make or buy framework
  • Market analysis toolkit
  • Stakeholder map and engagement plan
  • Category strategy template
  • Category profiles for six indirect categories (IT and software, professional services, marketing, facilities, travel, HR services)
03

Sourcing

13 items included

  • RFI, RFP and RFQ pack
  • Pre-qualification questionnaire
  • Evaluation scoring matrix with weightings
  • Pricing schedule templates
  • Total cost of ownership calculator
  • Supplier clarification log
  • Demo and presentation scorecard
  • Reference check template
  • Sourcing event timeline and checklist
  • Award recommendation paper
  • Award and regret letters
  • E-auction guide
  • Tail spend and low-value purchasing guide
04

Negotiation

17 items included

  • Negotiation toolkit and levers
  • Negotiation plan (BATNA, ZOPA, concessions)
  • Should-cost calculator
  • Negotiation readiness check
  • Stakeholder alignment worksheet
  • Leverage and power balance assessment
  • Switching cost and transition readiness assessment
  • Internal negotiation mandate and sign-off
  • Concession planning and trading matrix
  • Supplier tactics and counter-moves guide
  • Question bank for negotiation sessions
  • Meeting plan, roles and agenda
  • Renewal negotiation playbook
  • Price increase response playbook
  • Negotiation log and outcome record
  • Post-negotiation review
  • Negotiation process map, SOP and RACI
05

Contracting

15 items included

  • Contract requirements brief for legal
  • Commercial heads of terms
  • Statement of work
  • Commercial schedules (pricing, service levels, KPIs)
  • Key commercial clause checklist
  • Supplier terms review checklist
  • Software and SaaS commercial checklist
  • Price review and indexation guide
  • Contract summary sheet
  • Contract register with alerts
  • Renewal and notice calendar
  • Change control form and variation log
  • Contract management plan for key contracts
  • Contract handover pack
  • Exit planning checklist
06

Supplier onboarding and risk

14 items included

  • Supplier onboarding form
  • Bank verification procedure
  • Due diligence checklist (financial, sanctions, insurance)
  • Insurance requirements matrix
  • Risk and ESG questionnaire
  • Supplier risk tiering matrix
  • Cyber and data security questionnaire
  • Modern slavery assessment
  • Business continuity checklist for critical suppliers
  • Supplier master data change form
  • Supplier risk register and monitoring calendar
  • Supplier offboarding checklist
  • Supplier carbon data request
  • Supplier diversity guide
07

Supplier management

15 items included

  • Supplier scorecard
  • Segmentation matrix
  • Strategic supplier relationship plan
  • Relationship map
  • Quarterly review deck
  • Review meeting agenda and minutes
  • Issue and escalation log
  • Corrective action plan
  • Supplier improvement plan
  • Supplier feedback survey
  • Innovation and value log
  • Supplier letters (price increase response, payment terms change)
  • Payment terms policy
  • Exit plan
  • Supplier guide: how to do business with us
08

Purchase to pay and systems

21 items included

  • P2P process map
  • Approval workflow design template
  • PO compliance and matching guide
  • No PO, no pay policy and supplier letter
  • Goods and services receipt guide
  • Invoice exception process
  • Requester guide for budget holders
  • Catalogue setup guide
  • Purchasing card policy
  • Invoice fraud red flags checklist
  • Supplier statement reconciliation
  • Maverick spend tracker
  • P2P KPI dashboard
  • Procurement technology roadmap
  • Source-to-pay requirements catalogue
  • Technology selection RFP and demo scorecard
  • Travel policy
  • Expenses policy
  • Expense claim audit guide
  • Procurement technology business case
  • Implementation and adoption plan
09

Measurement and reporting

12 items included

  • Savings pipeline and pack
  • Savings methodology
  • Cost avoidance validation form
  • Benefits realisation tracker with finance sign-off
  • KPI dashboard
  • Spend under management calculator
  • Contract leakage tracker
  • Cost-to-procure calculator
  • Stakeholder satisfaction survey
  • Monthly leadership report
  • Quarterly CFO review deck
  • Annual procurement report
10

People and capability

12 items included

  • Capability matrix
  • Competency framework and development plans
  • Training needs analysis
  • Job descriptions, four levels
  • Interview question bank and scorecards
  • New buyer onboarding pack (30, 60, 90 days)
  • Team structure options
  • Objectives and KPI templates
  • AI readiness toolkit
  • How to work with procurement
  • Procurement essentials training deck for budget holders
  • Capacity and workload planner

Your complete procurement library

One purchase.
Every toolkit.

Foundations and PROCUpedia Studio included. Adapt the documents to your organisation’s colours and brand guidelines.

Ten specialist toolkits separately US$7,400

US$4,000Save US$3,400 · 46%
Buy the Operating Model

Want to start with one toolkit?

Each of the ten specialist toolkits is US$740 with PROCUpedia Studio access. Foundations is included with the complete Operating Model and with any single toolkit. Foundations contains the full end-to-end procurement process flow.

Compare the eleven toolkits