Detailed case study - Category management process and education programme at a global bank

Business Situation

What was the problem?

Solution Implemented

How did FP resolve it?

Benefits Delivered

What was delivered?
  • Client had no common way of managing and developing suppliers.
  • Need to deliver additional value from the major suppliers.
  • Global education programme planned for procurement team.
  • Soft skills development needed, as well as core functional skills.
  • Procurement team looking to improve stakeholder engagement.
  • Highly interactive and participative education workshops developed.
  • Workshops integrated stakeholder engagement with SRM tools.
  • Workshops run globally, in both English and Portuguese.
  • FP worked in partnership with a specialist soft skills company.
  • SRM toolkit refreshed and communicated to global team.
  • SRM programme launched successfully.
  • Stakeholder engagement skills for procurement team improved.
  • 185 procurement people trained in Europe, Americas & Asia.
  • 8.5/10 average evaluations from all 7 global workshops.
  • SRM toolkit and process manual implemented across the client.


Design of the Training Programme:

Agree Scope
  • Soft skills development.
  • SRM tools and techniques.
Design Workshops
  • No PowerPoint slides to be used.
  • Role plays using actors.
Develop Materials
  • Role play briefs for the actors.
  • Hand-outs and posters.
Pilot Workshop
  • Test approaches used.
  • Validate materials.
Finalise Workshop
  • Amend agendas and content.
  • Finalise and print materials.

“The training brought to life a large number of issues that had been talked about but not seen. Providing challenging stakeholder scenarios and continued feedback was also very useful”

“High energy and quality throughout the sessions. Engaging styles and real anecdotes. FP did a great job covering the technical side – pacey and informative and the quality of the material was very high”

“Its been the best training I’ve been on”


Tagged by topic: Category Management Process , Category Management Training , Learning and Development , Performance Learning

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