Overview:
This 2-day workshop walks participants through all phases of the procurement process, giving them the
skills needed to effectively contract outside resources while avoiding the potential traps and pitfalls
along the way. It also covers information concerning organizational planning and staff acquisition that is
critical to obtaining the right people.
Audience:
Those working on a project who will be going outside their company for support during the
project life cycle.
Prerequisites:
None
Course duration:
2 days
Course outline:
1. Introduction
- Overview
- Workshop Logistics
- Workshop Materials
- How to Get the Most out of this
Workshop
- Objectives/ Contents
2. Pre-Reading Assignment
- Overview of Project Processes
- Organizational Planning
- Tools and Techniques
- Templates
- Human Resource Practices
- Stakeholder analysis
- Organizational Theory
- Outputs
- The Staffing Management Plan
- Supporting Detail
3. Staff Acquisition
Inputs
- Staffing Management Plan
- Staffing Pool Description
- Recruitment Practices
- Pre-assignment
- Negotiation
- Procurement
- Project Staff
4. Project Procurement Management
- Contract
- Roles and Responsibilities
5. Procurement Planning
- Make-or-Buy Analysis
- Other Considerations
- Outputs
6. Contract Pricing Approach
- Contract Pricing Types
- Fixed Price
- Unit Price
- Cost Sharing
- Cost Reimbursable
- Time and Materials
7. Statement of Work
- Preparation
- Preparing a Statement of Work
- Key Considerations
- Tips
8. Solicitation Planning
- Procurement Documentation
- Request for Proposal
- Determining Potential Sellers or
- Bidders
- Preparing a Solicitation Plan
- Evaluation Criteria
- Weighting System
9. Solicitation10. Source Selection
- Key Actions to Prepare for
Source Selection
- Tips for a Successful Evaluation
- Fundamentals of Negotiation
- Conclusion of Source Selection
11. Contract Administration
- Performance Monitoring
- Compliance with Terms and Conditions
- Handling Noncompliance
- Termination
- Contract Change Management
- Invoicing and Payment
12. Contract Closeout13. Summary and Conclusion
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