Developing Purchasing Policies, Processes and SLAs
Purchasing policies, processes and Service Level Agreements (SLAs) guide the activities of purchasing professionals and their business partners, and provide a functional…
Purchasing policies, processes and Service Level Agreements (SLAs) guide the activities of purchasing professionals and their business partners, and provide a functional and moral compass. To ensure effectiveness, these documents must be aligned to the strategic intent and the broader environment of the organization. They must also be written using an appropriate language level and style. In this course, we will demonstrate how to develop such policies, process flowcharts and SLAs in a simple, specific and appropriate style that meets the requirements of a modern organization. We will also illustrate how performance against processes and SLAs can be measured and analyzed for continuous improvement.
Course Methodology
This course uses a highly interactive workshop setting involving activities to plan and draft policies. We will also be designing, mapping and evaluating processes as well as drafting SLAs.
Course Objectives
By the end of the course, participants will be able to:
Outline the strategic role of purchasing in the organization
Practice the latest business writing techniques suited for the development of policies, processes, procedures and SLAs
Formulate policies to effectively govern the organization’s purchasing activities
Design cross functional processes and procedures that optimize effort, cost, time, output and controls
Develop SLAs that set smart rules of engagement between the purchasing department and the rest of the organization
Target Audience
Purchasing and supply chain management professionals at all levels of the organization, as well as other company personnel involved in the purchasing process.
Target Competencies
Procurement management
Policy development
Processes design
Process evaluation
SLA development
Business writing
Course Outline
The strategic role of purchasing
Purchasing terms and definitions
Evolution of purchasing into a strategic function
Purchasing relationships within the organization
Purchasing process
Ethical principles governing the purchasing function
Using an appropriate writing style
Writing in an impersonal style
Organizing paragraphs and sentences
Writing applications
Simple language
Specific language
Positive language
Using active verbs
Applying easy and effective grammatical rules
Gunning fog index for writing complexity
Writing purchasing policies
Purchasing policies: what are they and why do we need them?
Considerations in developing processes and procedures
Process development
Artistic processes
Scientific processes
Process hierarchy
Abstract processes
Strategic processes
Operational processes
Measuring and improving process performance
Rules governing the use of flowchart symbols
Mapping your processes using swim lane flowcharts
Writing detailed procedures to support process maps
Developing service level agreements
The role of SLAs
Understanding departmental inter-dependencies
Principles for developing SLAs that add real value
Typical SLA table of contents
Writing SLA practical applications
Service level management
Internal SLAs
External SLAs
Measuring the purchasing function performance against SLAs
Schedule & Fees
2026 Schedule & Fees
There are no public sessions remaining for the course this year. Please contact us if you wish to have a customized in-house session, or to find out how an additional public session can be scheduled.