Achieve the balance between cost, value and quality with the right processes and suppliers


Strategic sourcing should follow a structured process to leverage relevant value drivers, optimise your cost base and improve overall value.

Develop and apply the skills to source strategically. Set up and implement a strategically focused sourcing project and set the stage for delivering a value-creating supplier to the business.

The key to using this approach is to use a live sourcing opportunity as the focal point for applying the learning and demonstrating mastery. However, this may be impractical because of the timescales. Alternatively, a pre-packaged sourcing case study can be used to allow group working and problem-solving to be structured into a realistic programme duration.

Suggested participants

Category managers, category specialists, sub-category managers and procurement professionals are responsible for a significant level of spend.


2 days either face to face or broken into 7 x 90-minute modules

Need more information or want a tailored program?
Small team or want to join as an individual?

Learning Objectives

The course will be delivered through one session and will enable you to learn how to:

  • Conduct category, internal and supplier research to identify and validate opportunity areas
  • Develop relationships and suppliers selection matrix and define a strategic sourcing strategy
  • Prepare a negotiation plan and RFI/RFP documents
  • Negotiate
  • Implement and develop a supplier strategy

What we do

Investigate: The most crucial yet most 'skipped' area of the strategic sourcing process. We will help you with research techniques to understand the marketplace, the suppliers and your internal demand/usage.

Develop strategy: We teach you how to take the information from the Investigate step and use it to your best advantage. We explore if an RFP is the right tool for the next step or if it is better to negotiate directly.


Course Content

Each step in the seven-step process is a course module.

Set up: How to set up for success, get the right stakeholders on board, create your communications plan and risks and issues trackers.

Investigate: Learn how to conduct category, internal and supplier research to identify and validate opportunity areas.

Develop a strategy: Develop a relationship and a supplier selection matrix. Define sourcing strategy.

Prepare to test marketplace: Learn how to write RFI/RFP documents, the questions you should ask, how to score them and how to prepare a negotiation plan.

Negotiate: How to conduct a supplier negotiation using the information you have gathered in the first four steps of the process, how to use a team to negotiate and how to ensure your negotiations leave you with a good supplier relationship.

Implement: Deliver a negotiations outcome review, finalise the strategy, prepare a formal supply agreement, develop an implementation plan and prepare contracts. Plan for implementation and rollout.

Develop supply chain: How to build continuous improvement in the Supplier relationship and supply chain. Preparing for supplier relationship and performance management. 360 review models and supplier account planning.

The seven steps of sourcing process-1

How is it delivered?

Training is delivered through three key activities to ensure students are engaged and applying their learnings:

Workshop: Instructor-led 90-minute session in an interactive and engaging format (virtually or in-person).

Assignments: Students apply the module’s content to the job by completing a set of assignments, which takes 1-2 hours to complete. Ideally, This on-the-job activity should focus on a live supplier relationship to make the training relevant and bring its value to life.

Coaching: Throughout the assignment period, students get access to the course leader for 1:1 coaching support (30 minutes for each course module) to build on their understanding and ensure effective implementation.

What you will get?

All course attendees will receive a complete suite of support resources – templates and reference material – to ensure a consistent approach to strategic sourcing is embedded into your organisation.


Leading global bank

Leading global bank chooses State of Flux  as a training partner

Training enhances stakeholder engagement and adds value to leading global banks.

Operating in a complex and regulated environment, our client focuses on increasing value and managing risk in its supply chains through investing in SRM training.

Specialised Training and Development Offerings

Capability Assessment
Description: Understand YOUR team's strengths and development opportunities.
Supplier Management Training
Description: Develop and create new value though your most important supplier relationships.
Supply Chain Risk Training
DescriptionProtect value with a practical and structured approach to proactively manage risk.
Category Management Training
Description: Develop the skills to drive a value creating category strategy.
Account Management Training
Description: Understand how to sell to procurement teams; how they buy and how they manage suppliers.
Negotiation Training
Description: Examine the skills of negotiation you need to build better long-term value for your business.
Diversity and Inclusion Training
Description: Understand why supplier diversity can help unlock innovation and agility, and improve ESG credentials.
Procurement Behaviour Training
Description: Learn the behavioural skills that "make" a supplier relationship, or "break it".
State of Flux Performance Centre
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