Developing Purchasing Policies, Processes and SLAs

Why Attend

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

Location:

South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration:

Unit Standard:

NQF Level:

Number of Credits:

Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website https://www.aaticd.co.za

NB: Terms and Conditions for Payment and Refunds

1.1. Full payment for the training workshop must be made at least 5 days before the scheduled workshop date.

1.2. Payment can be made via bank transfer, credit card, or any other agreed-upon method.

1.3. A confirmation of payment will be issued upon receipt of funds.

1.4. Any form of Payment means that trainee / delegate / client receiving the training accepts the training and agrees to these terms and conditions.

2. Cancellation and Refund Policy

2.1. Cancellations made 30 days or more before the workshop date will be eligible for a full refund, minus any administrative fees.

2.2. Cancellations made 15 to 29 days before the workshop date will be eligible for a 50% refund of the total payment.

2.3. Cancellations made less than 14 days before the workshop date will not be eligible for a refund.

2.4. Participants who fail to attend the workshop without prior notice will not be eligible for a refund.

3. Rescheduling

3.1. If a participant wishes to reschedule, a request must be submitted at least 14 days in advance, subject to availability.

3.2. A rescheduling fee may apply.

4. Workshop Cancellation by the Organizer

4.1. AATICD reserves the right to cancel or reschedule the workshop due to unforeseen circumstances, including but not limited to low enrolment, trainer unavailability, or force majeure events.

4.2. In the event of cancellation by AATICD, participants will be offered a full refund or the option to attend a rescheduled session.

4.3. AATICD is not responsible for any additional costs incurred by participants, such as travel or accommodation expenses.

5. Refund Processing

5.1. Approved refunds will be processed within 7 business days from the date of cancellation approval.

5.2. Refunds will be issued using the original payment method unless otherwise agreed.

6. Contact Information

For any questions regarding payments and refunds, please contact us at:

Email: apply@aaticd.co.za

Phone: +27 73 016 5042

By registering for the workshop, participants agree to abide by these terms and conditions.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

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?
- Guidelines for writing purchasing policies
- Purchasing policy scope
- Policy contents and exclusions
- Developing purchasing policies – practical application

Designing purchasing processes and procedures
- Defining processes and procedures
- 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