What you will be able to do
- Link each planned purchase to a budget line and a service objective
- Write needs and specifications that are precise without favouring a supplier
- Use simple market research to set realistic estimates and lots
- Build and update an annual procurement plan the whole institution can follow
Who it is for
- Procurement planning officers
- Technical departments that express needs
- Budget and finance officers
- Procurement staff of donor-funded projects
Prerequisites
- Some involvement in preparing or launching a purchase
Program
From budget to procurement plan
- Why most delays start before the tender is launched
- Grouping and splitting purchases: what the rules allow and what makes sense
- Calendar, thresholds and procedures: putting the plan together
Defining the need
- Functional needs versus technical solutions
- Specifications that open competition instead of closing it
- Quality criteria that can actually be checked at delivery
Knowing the market
- Light market research: sources and limits
- Estimating cost without anchoring on last year’s price
- Lots, framework agreements and other options
Workshop: your procurement plan
- Reviewing a real plan line by line
- Spotting the purchases most at risk of delay
- A monitoring routine for the year
How we work
- Exercises on needs brought by participants
- Peer review of specifications
- Building a procurement plan in small groups
