Procurement Assessment Toolkit
Cheatsheet + checklist + scoring dashboard + action planner — ideal for procurement transformation planning.
Whether you're building procurement from scratch or trying to drive consistency across global teams, this toolkit gives you clarity, structure, and next steps.
It’s designed to help you:
✔ Benchmark where you are today
✔ Identify gaps across 5 core dimensions
✔ Prioritise what to improve next
✔ Build a roadmap you can actually deliver
✅ What’s Inside:
📌 Procurement Maturity Cheatsheet
Your North Star — benchmark your function across People, Process, Technology, Data, and Strategy. (Previously known as the “Procurement Transformation Matrix”)
📋 100-Point Checklist
• Printable PDF version for workshops
• Digital Excel version with auto-scoring and conditional formatting
🧭 Mini Guide: How to Use the Toolkit
Walks you through how to baseline your maturity, interpret results, and plan next steps.
🗂️ Action Plan Template
Simple format to capture weak areas, define actions, assign owners, and track progress.
📊 Extended List of Improvement Actions
39+ real-world recommendations across stakeholder engagement, supplier performance, risk, tech, and more.
📈 Example-Scored Excel Version
See what “good” looks like with a pre-filled version that models a mid-maturity team.
🎯 Perfect for:
- Small teams building from greenfield
- Enterprise functions needing global consistency
- Transformation, audit, or roadmap planning
- CPOs, Heads of Procurement, Procurement Consultants
💡 This toolkit has been downloaded and used by procurement professionals across industries to create alignment, focus, and progress.
Assess your procurement maturity with this cheatsheet, checklist, scoring tool and action planner — all in one toolkit.