Training Portfolio February – April
Training that is relevant and targeted to needs ...for every ability from new recruits to experienced professionals Leading global excellence in procurement and supply
General information
Contents 04 04 04 05 05 05 06 06
train with CIPS?
06 07 07 07
08 08 08 09
Purchasing Introduction to purchasing Forecasting techniques Advanced purchasing skills Improving your buying skills Managing purchasing Introduction to public sector procurement Managing complex EU procurement Risk management in the supply chain Supplier appraisal Category management essentials Category management advanced Sustainable procurement in action Negotiation Introduction to negotiation Effective negotiation Psychology of the seller Leading edge negotiation
Finance 09 Business finance – what buyers need to know Influencing skills 10 Personality profiling, influencing and persuasion 10 Executive influencing strategies Executive programme 10 Increase the influence of procurement Executive programme
We are the worldwide centre of excellence on procurement and supply management issues. Our programmes help professionals deliver real strategic and sustainable value to their organisations. Our training portfolio is constantly developing and we offer new and trusted programmes linked with commercial issues and academia. The quality of the programme leaders and extensive types of training will suit professionals at all levels. Courses are listed for 2013, offering a wide range of venues, dates, times and locations to suit busy working lives. See full index of courses and all dates on page 17.
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People development CIPS trains thousands of professionals every year from around the world – both members and non-members World class training and development of the modern professional is a CIPS core strength Our qualification is the only one in this field equivalent to a university degree CIPS encourages a commitment to lifelong learning with the CIPS Continuing Professional Development (CPD) scheme.
Continuing Professional 07 CPD HOURS Development Helps you improve, record, maintain and evaluate your technical and managerial skills and knowledge Provides evidence of your progress All courses in the portfolio count towards the skills category of CIPS new CPD scheme. Half-day courses contribute three hours; one-day courses seven hours and so on. Participating in CIPS training courses is one aspect of continued learning. See more about the CIPS CPD scheme on our website: www.cips.org/cpd
Services To join and find out more about the many benefits available, including discounts on all our training courses go to www.cips.org/benefits Website offering a wealth of downloadable advice, information and reports Online access to learning, the bookshop plus the latest executive posts in procurement Supply Management magazine free to all members gives the latest news and views in procurement and the business world. There is also an added benefit of a 10% discount in addition to the member’s discount if you purchase all three courses.
Course fees include Comprehensive course materials to support new skills and knowledge back in the workplace Restaurant lunch, morning and afternoon refreshments. New to purchasing? We recommend that you take one of each of the courses listed below, they are the perfect entry point into the profession and will give you a thorough knowledge of the basics of procurement and supply which will be of practical day-to-day use in your organisation Introduction to purchasing; Introduction to negotiation; Introduction to contracts 13 dates in 2014 at various locations around the country.
Legal 11 Introduction to contracts 11 Legal aspects of purchasing 11 TUPE and its impact on procurement 12 Specification writing 12 Contract drafting 13 The essentials of tendering 13 Effective contract management IT 14 A commercial approach™ to software agreements 14 Effective IT purchasing 15 Effective warehouse operations 15 Inventory management General information 16 Venue and Event Information 17 Events calendar 18 Terms and conditions
03
Purchasing
Purchasing
Introduction to purchasing
Forecasting techniques
Understand the end-to-end process and gain a toolkit of practical purchasing techniques.
Understand how to use resources more efficiently and improve customer service.
Key course content 07 HOURS • the purchasing cycle and CPD the key phases • a review of the supply chain and its constituent elements • what to look out for when developing a specification with a key stakeholder • a review of the category management process • supplier appraisal techniques • tender documentation, the process and alternative routes such as RFQs/RFPs • post tender appraisal • a review of performance management versus supplier management • group exercises and case studies to support.
Key course content 07 CPD HOURS • why forecasts are necessary • simple statistical techniques • subjective versus objective forecasting • advanced techniques • causal model • product segmentation for efficient forecasting • the forecasting process • how to improve forecast accuracy.
Where to next? 04 Advanced purchasing skills 05 Improving your buying skills 08 Introduction to negotiation 11 Introduction to contracts Locations and dates • • • •
Birmingham 04 Feb 14 Bristol 08 Mar 14 London 08 Apr 14 Manchester 25 Feb 14 29 Apr 14
Who should attend? Those in a junior purchasing/supply chain role or new to the discipline. Fees £211 + VAT members £235 + VAT non-members Ref: BP60 CPD: 7 hours
Where to next? 15 Inventory management Location and dates • Midlands 05 Mar 14 Who should attend? This course is particularly suited to those with limited knowledge of more formal forecasting methods. Examples may include sales/marketing directors, sales managers, logistics managers, forecasters, inventory managers, master schedulers and planners. Fees £365 + VAT members £406 + VAT non-members Ref: 0108 CPD: 7 hours
Advanced purchasing skills Increasing and enhancing existing purchasing skills.
Key course content 07 HOURS • understanding the stages CPD of the purchasing cycle • the buyer’s contribution to the bottom line • specification development • supplier appraisal and selection • cost analysis techniques and whole-life costing • international trade • competitive tendering and bid analysis • negotiation – main persuasion methods, tactics and ploys • role-play negotiation simulation • terms and conditions of contract • supplier relationship management and vendor rating • group exercises and case studies. Where to next? 08 Effective negotiation 11 Legal aspects of purchasing Locations and dates • London 25-27 Feb 14 Who should attend? This course is ideal for organisations wanting to ‘bring on’ their existing purchasing teams and develop the skills of their staff. It is also suitable for those who already have a basic understanding and would like to upgrade their purchasing tools and techniques. Fees £1252 + VAT members £1392 + VAT non-members Ref: PR00 CPD: 21 hours
Improving your buying skills
Managing purchasing
Improving buying skills using best practice.
Key concepts and processes vital to effectively manage purchasing processes, stakeholders and teams.
Key course content 21 CPD HOURS • the purchasing cycle • stakeholder management • sourcing the market and source planning • supplier appraisal • buying methods such as tenders and quotations • PPCA – purchase price cost analysis • negotiation strategies and persuasion methods • the fundamentals of contract law • contract negotiation guidelines • managing supplier performance • continuous improvement.
Key course content 21 CPD HOURS • purchasing’s mission and its contribution to an organisation • sustainability, corporate social responsibility and ethics • the triple bottom line • trade offs • the strategic supply planning model • developing strategies to manage the supply base • relationship management and development – the relationship spectrum • gaining an understanding of how suppliers view, select and prioritise purchasing organisations • the market management matrix – a complex sixteen option relationship management tool • the relationship life cycle and the Kettering Model • risk management – an investigation into the risks faced by purchasing organisations • upstream emphasis – identifying and emphasising purchasing processes that add value and eliminating others that add cost • the purchasing plan – a sample planning tool • stakeholder analysis leading to customer based sourcing objectives • case studies and discussion topics
Where to next? 04 Advanced purchasing skills 06 Risk management in the supply chain 11 Legal aspects of purchasing Locations and dates • Birmingham 12-13 Feb 14 Who should attend? All staff new to purchasing wishing to enhance their ability and understanding. Fees £463 + VAT members £515 + VAT non-members Ref: DP50 CPD: 14 hours
Where to next? 06 Risk management in the supply chain Locations and dates • London 08-10 Apr 14
Introduction to public sector procurement The end-to-end public sector purchasing process.
Key course content 07 HOURS • principles of EC Treaty and CPD adoption of EU Directives to UK legislation • threshold values, rules of aggregation and competition requirements • the commissioning cycle, Part B services and areas of potential exemption • procedural requirements of open tendering, restricted tendering and the operation of frameworks • permitted negotiated approaches • selection and award decisions • how to manage tender clarifications • debriefing, standstill and remedies • how to avoid legal challenge • implications of the Freedom of Information Act 2000. Where to next? 06 Managing complex EU procurement 08 Introduction to negotiation 11 Introduction to contracts Locations and dates • Manchester 04 Mar 14 Who should attend? Those in a junior public sector procurement role and those who are new to the discipline. Fees £211 + VAT members £235 + VAT non-members Ref: PN3T CPD: 7 hours
Who should attend? This is an essential course for managers or team leaders responsible for delivering the benefits of professional purchasing to organisations operating in difficult and changing business environments. Fees £1112 + VAT members £1236 + VAT non-members Ref: PM50 CPD: 21 hours
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05
Purchasing
Purchasing
Managing complex EU procurement
Risk management in the supply chain
Find a way through the minefield of EU procurement.
How to recognise and minimise risk and be ready if contingencies are needed.
Key course content 07 CPD HOURS principles of EC Treaty and statutory requirements of the Public Contracts Regulations scope of the ‘rules’ and potential areas of derogation development of compliant specifications and variant bids managing complex framework agreements application of recent Cabinet Office guidance selection and award decisions – implications of recent case law managing supplier dialogues successfully procedures for debriefing, standstill, remedies and award avoiding legal challenge and achieving commercial success group exercises and interactive discussion.
Key course content 07 CPD HOURS the risk management process potential sources of risk to the organisation the difference between commercial and operational risk supply chain mapping and risk assessment risk elimination, avoidance and reduction techniques risk transfer & mitigation strategies contingency planning risk assessment and control techniques.
Where to next? 04 Advanced purchasing skills 07 Sustainable procurement in action Locations and dates Manchester 05 Mar 14 Who should attend? Anyone with at least 5 years’ active public procurement experience who is involved in delivering complex EU procurement projects and anyone who has attended Introduction to public sector procurement. Fees £365 + VAT members £406 + VAT non-members Ref: PN69 CPD: 7 hours
Where to next? 06 Supplier appraisal 08 Psychology of the seller Locations and dates London 25 Mar 14 Who should attend? Anyone dealing with the supply chain who wants a greater understanding of the risks and consequences involved. Fees £365 + VAT members £406 + VAT non-members Ref: PD42 CPD: 7 hours
Supplier appraisal Techniques for finding the best and most appropriate suppliers.
Key course content 14 CPD HOURS definitions how supplier appraisal adds value a supplier appraisal process developing appraisal criteria appropriate to the business needs, whether for capital goods, products, components or for services under consideration KPIs and benchmarking assessing the responses to selected criteria developing comprehensive evaluation matrices to assist in the process conducting supplier visits to obtain information and commitment to performance risk identification and contingency planning difference in supplier appraisal globally. Where to next? 05 Managing purchasing 09 Business finance – what buyers need to know 13 Effective contract management Locations and dates London 02-03 Apr 14 Who should attend? Any procurement staff and others involved in supplier selection. Fees £643 + VAT members £715 + VAT non-members Ref: PD28 CPD: 14 hours
Category management essentials
Category management advanced
Sustainable procurement in action
Understand category management and its successful implementation.
Develop your skills to become a successful category manager.
The impact of sustainability on the supply chain and what can be done about it.
Key course content 07 CPD HOURS • why organisations implement category management • different approaches to category management • category management process overview • key tools and techniques used in the process • benefits delivered by category management • overcoming internal resistance to change • 10 keys to successful implementation.
Key course content 14 CPD HOURS • category management tools and techniques • challenges of implementing category management • establishing effective category project governance • stakeholder engagement and communication planning • understanding business requirements • supplier and supply market research • analysing and mitigating risks • category strategy development and approval.
Where to next? 07 Category management advanced
Locations and dates
Key course content 07 CPD HOURS • recap on sustainability principles • recap on government initiatives • control points in the procurement life cycle – ‘points of influence’ • BS 8903: Principles & Framework for Procuring Sustainably • what to include in specifications (rethink, reuse, recycle) • supplier pre-qualification and sustainability selection criteria • criteria for tender / proposal evaluation and contract award • whole-life costing techniques • managing sustainability as a contract performance issue – developing meaningful KPIs • proactive supplier development in relation to sustainability • building a sustainable procurement policy – what to include • prioritisation and sustainable risk assessment – identifying the key risk commodity areas • where to go for further help and advice.
Locations and date • London 11 Feb 14 Who should attend? Procurement professionals who want to build their understanding of category management and procurement managers who are looking to establish category management as a way of working in their organisation. Fees £365 + VAT members £406 + VAT non-members Ref: PN63 CPD: 7 hours
• London 11-12 Mar 14 Who should attend? Procurement professionals who are responsible for an area of spend and want to implement a category management approach. Fees £643 + VAT members £715 + VAT non-members Ref: PN66 CPD: 14 hours
Locations and dates • Manchester 26 Mar 13 Who should attend? Purchasing and supply professionals with operational responsibility for procurement as well as senior managers and budget-holders with accountability for implementing procurement. The course assumes a basic prior knowledge of the fundamental themes in sustainability and why it is important in today’s economy, at a general level, as well as assuming basic core knowledge of purchasing and supply. Fees £365 + VAT members £406 + VAT non-members Ref: PN3Y CPD: 7 hours
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Negotiation
Finance
Introduction to negotiation
Effective negotiation
Psychology of the seller
The fundamentals of negotiation – gain the effective skills, techniques and tactics needed for positive outcomes.
Practice and apply negotiation theory in a safe environment using practical exercises.
Understand the skills, techniques, structures, strategies and psychology of the seller.
Key course content 07 CPD HOURS • understanding the difference between negotiation and influencing • the negotiation cycle • the key preparation tools including SWOT and PESTLE • objective setting using ranges • how to develop markers with competitive advantage • the main persuasion tools – emotion, threat, logic and compromise. • introduction to a range of tactics, how to deploy and counteract them • introduction to formal and informal ratification • self-development planning and next stages • group exercises and case studies to support.
Key course content 14 CPD HOURS • introductions and objectives • the five key methods of persuasion • the process, phases and structure of a negotiation • seven effective tactics and ploys and how to apply them • different approaches to collaborative and competitive negotiations • video role-play session with feedback and coaching.
Key course content 07 CPD HOURS • introductions and objectives • an in-depth understanding into the supplier’s world • understanding the profile of a successful seller • the supplier’s toolkit • planning and preparation from a supplier’s perspective • practice session.
Where to next? 04 Introduction to purchasing 08 Effective negotiation 08 Psychology of the seller 10 Personality profiling, influencing and persuasion 11 Introduction to contracts Locations and dates • • • •
Where to next? 08 Psychology of the seller 09 Leading edge negotiation Locations and dates • Bristol 02-03 Apr 14 • Manchester 04-05 Feb 14 Who should attend? All buyers who want to improve their negotiation skills and drive better deals for their organisation. Fees £643 + VAT members £715 + VAT non-members Ref: PR33 CPD: 14 hours
Where to next? 09 Leading edge negotiation Locations and dates • London 13 Mar 13 Who should attend? All buyers who want to understand what motivates suppliers. Fees £365 + VAT members £406 + VAT non-members Ref: PD35 CPD: 7 hours
Leading edge negotiation
Business finance – what buyers need to know
Practise your skills in negotiation while managing the behavioural aspects at the highest level.
Understanding key finance information gives you greater negotiating strength.
Key course content 21 CPD HOURS • introductions and objectives • CIPS effective negotiation review • journey of self-awareness, selfdiscovery and impact on others with strength deployment inventory • the psychology of buyer/seller negotiations • assertiveness and the impact of behaviours • application of leading edge tactics • conditioning techniques • practice sessions • video tutor v delegate role – play sessions with feedback and coaching.
Key course content 07 CPD HOURS understanding key financial statements – profit and loss accounts, balance sheets and cash flow statements the difference between profitability and cash flow capital and revenue expenditure plus depreciation management of working capital appreciation of the key accounting ratios cash flow forecasting.
Where to next? 08 Psychology of the seller Locations and dates • Birmingham 25-27 Mar 14 Who should attend? Experienced negotiators who have attended Effective negotiation. Fees £1295 + VAT members £1439 + VAT non-members Ref: PM58 CPD: 21 hours
Where to next? 06 Supplier appraisal 08 Effective negotiation Location and dates • Manchester 18 Feb 14 Who should attend? All procurement professionals who work with and award contracts to suppliers. Fees £365 + VAT members £406 + VAT non-members Ref: PD25 CPD: 7 hours
Birmingham 05 Feb 14 Bristol 19 Mar 14 London 09 Apr 14 Manchester 26 Feb 14 30 Apr 14
Who should attend? Those in a junior purchasing/supply role or new to the discipline. Fees £211 + VAT members £235 + VAT non-members Ref: NG40 CPD: 7 hours
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09
Influencing Skills
Legal
Personality profiling, influencing and persuasion
Executive influencing strategies
Influence and persuade through better understanding of people.
Using emotional intelligence to gain competitive advantage.
Using Making procurement a pivotal business partner in the organisation.
Key course content 07 CPD HOURS introduction to personality theory assessing own personality ‘type’ developing strategies to increase persuasion effectiveness identifying and subsequently managing other personality types using personality theory to gain advantage in a negotiation.
Key course content 07 CPD HOURS understand emotional quotient (EQ) and how to use it understand existing capability, limitations and barriers to success identify the tools CPOs and top management use experiment with new influencing techniques understand subliminal messages and how to send and receive them.
Key course content 07 HOURS gain an understanding of CPD the difference between managing, mentoring and coaching key skills to motivate your people develop your own organisational thinking challenges for the procurement function.
Where to next 08 Effective negotiation 09 Leading edge negotiation Location and date London 01 Apr 14 Who should attend? Anyone in purchasing and supply who has some negotiation experience and are keen to build their repertoire of tools and techniques. Cost £365 + VAT members £406 + VAT non-members Ref: PN6A CPD: 7 hours
Executive programme
Location and dates London 18 Mar 14 Who should attend? Heads of purchasing and senior managers searching for fresh and powerful ways of improving their personal performance, senior executives who wish to review the latest thought leadership in the capability development area and managers who want to lead teams effectively through emotional intelligence and clever use of language. Fees £643 + VAT members £715 + VAT non-members Ref: CN63 CPD: 7 hours
Increase the influence of procurement Executive programme
Location and dates London 27 Mar 14 Who should attend? People managers from director level for a complete supply chain to local level for a specific team. The only other requirement is a passion for your people. Fees £643 + VAT members £715 + VAT non-members Ref: CN5U CPD: 7 hours
Introduction to contracts
Legal aspects of purchasing
How to construct legally binding contracts.
Understand the role of law and how it affects purchasing and supply.
Key course content 07 CPD HOURS • the key tenets of contract formation – offer, acceptance, consideration, intention, capacity • “battle of the forms” including relevant case law • legalities and guidelines of tender development • alternative sourcing best practice • current guidelines on econtracts • key express terms versus implied terms such as SOGA and UNCTA • supplier perspectives – what motivates the supplier • monitoring and managing performance – tools and techniques • KPIs and service levels • managing contractual changes • exercises and case studies.
Key course content 14 CPD HOURS • sources of purchasing law: international; EU and national law • the essential elements of a valid contract • can oral agreements be legally binding? • “battle of the forms” • tenders/letter of intent • electronic contracts • framework agreements and call-offs • implied duties under Sale of Goods Act 1979 & Supply of Goods & Services Act 1982 • remedies for breach • damages and penalties • effect of ‘acceptance’ of goods on buyers’ rights • exclusions and limitations of liability • transfer of ownership and risk • comparison of T&Cs – buyers’ and sellers’ • which country’s law? • product liability (guarantees, negligence liability, Consumer Protection Act 1987) • overview of other significant law and legislation (especially TUPE).
Where to next? 11 Legal aspects of purchasing Locations and dates • • • •
Birmingham 06 Feb 14 Bristol 20 Mar 14 London 10 Apr 14 Manchester 27 Feb 14 01 May 14
Who should attend? Those in a junior purchasing/supply chain role and those new to the discipline. Fees £211 + VAT members £235 + VAT non-members Ref: RG3 CPD: 7 hours
TUPE and its impact on procurement Understand and be equipped to deal with problems caused by TUPE.
Key course content 07 CPD HOURS • introduction to TUPE • examination of relevance to procurement • exploration of impact and consequences of TUPE • landmark cases examined and analysed • TUPE and outsourcing • what happens if regulations are not adhered to • analysis of the risks involved • focus on 2006 changes and their implications • case study exercises. Locations and dates • London 05 Mar 14 Who should attend? Procurement specialists and managers engaged in procurement that may involve the transfer of staff. Fees £449 + VAT member £499 + VAT non-members Ref: CN79 CPD: 7 hours
Locations and dates • Manchester 11-12 Feb 14 Who should attend? Anyone who is responsible for the purchasing and supply of goods and services and who is keen to develop, test and refresh their skills in this important area. Fees £643 + VAT members £715 + VAT non-members Ref: PM54 CPD: 14 hours
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Legal
Specification writing A sound understanding of specification is vital for successful contracting.
Key course content 07 CPD HOURS • specification in the procurement cycle • the legalities of specifications • the different types of specification • how specifications allocate technical and commercial risk between the parties • using national and international standards • structuring a specification • designing service level agreements, setting up KPIs and measuring performance. Where to next? 13 The essentials of tendering Locations and dates • Manchester 13 Mar 14 Who should attend? Any procurement or non-procurement staff responsible for compiling specifications. Fees £365 + VAT members £406 + VAT non-members Ref: SP111 CPD: 7 hours
Legal
Contract drafting Get contract drafting right and your supplier relationship works better.
Key course content 14 HOURS • drafting a contract for the CPD supply of services using a case study • draft a contract for the Supply of Goods from a case study • ‘live’ negotiation sessions demonstrating how to agree or dispute clauses • team sessions on negotiation • improving poor drafts of various clauses • building resilient supplier relations • five practical and highly interactive sessions. Locations and dates • London 11-12 Mar 14 Who should attend? Purchasing and contract management personnel who already have sound background knowledge of contract law. Fees £719 + VAT member £799 + VAT non-members Ref: 8399 CPD: 14 hours
The essentials of tendering
Effective contract management
Acquire the practical tools and techniques required for managing the tender process from issue to award.
Get the best performance from contractors and suppliers of services.
Formerly “Managing the tendering process”.
Key course content 14 CPD HOURS • reviewing the contract management cycle • managing the business to business relationships • the contract manager’s attributes and skills • effective interpersonal relationships • controlling the service delivery phase • monitoring and reporting performance • familiarisation with the case study specification, the contract and the stakeholders • role-play attendance at the inaugural meeting and contract review meetings • relationship analysis and development of corrective actions • producing contractor performance reports for presentation • challenging contractor claims and contract variations • identifying and documenting lessons learnt.
CPD HOURS
07
Key course content • the tender process • selecting the right approach • structuring the process • structuring the documents and managing the tendering process • understanding the legal framework surrounding the tendering process • creating selection and award criteria • the importance and impact of specifications and KPIs • setting out the terms and conditions of contract • bidders’ conferences and/or site meetings • managing the receipt of offers • post tender negotiations dos and don’ts • recent litigation. Locations and dates • London 13 Feb 14 Who should attend? Any procurement or non-procurement staff involved in managing a tender process.
Where to next? 12 Specification writing
Fees £365 + VAT members £406 + VAT non-members Ref: SP18 CPD: 7 hours
• Birmingham 18-19 Feb 14
Locations and dates
Who should attend? Anyone involved in the acquisition and management of all types of contracts in both public and private sectors, including those who may already have some experience of managing contracts but who need to gather more in-depth knowledge, information and practical hands-on experience. Fees £643 + VAT members £715 + VAT non-members Ref: SP113 CPD: 14 hours
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Legal
Stores Management
A commercial approach™ to software agreements – basic
Effective IT purchasing
Two stand-alone days that can be taken together or separately.
Understand complex IT markets so you can buy more effectively.
07 Get the knowledge CPD needed to deal successfully with the complexities of purchasing software.
Ensure you are equipped to deal with a constantly evolving and complex software marketplace.
Key course content • introduction to software agreements • reviewing and negotiating critical terms • what’s important and what can be given away • anatomy of a software deal • key protections • common pitfalls • overview of maintenance basics • interactive sessions on problem clauses and basic software agreements.
Key course content • advanced medium-to-complex software projects • significant developments that have changed the business • open source software • “click wrap” agreements • enterprise licensing models • Sarbanes Oxley and software agreements • bespoke and semi-bespoke agreements • software assets at risk • software as a service.
Location and dates
Location and dates
HOURS
You must want to know what’s important and what’s not in a basic software agreement and to understand what’s “normal” in a software agreement. Fees £449 + VAT members £499 + VAT non-members Ref: CN1E CPD: 7 hours
07
• London 20 Feb 14
• London 19 Feb 14 Who should attend? People with little or moderate experience in reviewing and negotiating software agreements however no prior knowledge of software licensing is required.
CPD HOURS
Telephone offer only - book both courses for £719 £799
Who should attend? Anyone who attended the basics course and those who attended any pre-2009 “A commercial approach to software agreements” course who wants to learn about significant new developments and to update their approach to advanced topics.
Additionally the course will also help those who want to progress to more advanced software topics, to negotiate a bespoke software development agreement or to advance their understanding of software agreements.
Key course content 07 CPD HOURS • characteristics and complexities of the IT supply market • procurement process applied to information systems – key differences • buying hardware • buying software • software licences – an examination of typical terms and conditions • buying maintenance • outsourcing IT and offshore outsourcing. Where to next? 05 Managing purchasing Location and dates • London 06 Mar 14 Who should attend? Purchasing professionals new to buying IT and also those technical specialists requiring a commercial understanding of the IT market. Also those involved in IT projects and who need an understanding of what is involved in buying IT. Fees £365 + VAT members £406 + VAT non-members Ref: PD26 CPD: 7 hours
Effective warehouse operations Essential skills required by those involved in the set up and management of warehouse operations. Key course content 07 CPD HOURS objectives and scope of your warehouse operation the changing role of warehouse managers warehouse operations and the value chain network optimisation customer service and total distribution cost concept characteristics of effective and efficient warehouse operations design layout and process design the lean warehouse the role of technology. Where to next? 04 Forecasting techniques 15 Inventory management Locations and dates London 01 Apr 14 Who should attend? Those who are new to warehouse management, currently work in a supervisory role in a warehouse environment or are a general manager keen to learn more about how to create and manage an efficient and effective warehouse operation. Fees £211 + VAT members £235 + VAT non-members Ref: PN3V CPD: 7 hours
Inventory management Conserve cash, reduce operating costs, improve customer service and enable more efficient and effective purchasing.
Key course content 07 CPD HOURS the role and cost of inventory principles of common control techniques practical pitfalls and how to avoid them relationships between stock levels, frequency of ordering and customer service how to focus effort where it will be most effective choosing cost-effective methods of control calculating control parameters forecasting stock levels, values and holding costs implementing effective monitoring and exception reporting. Where to next? 04 Forecasting techniques Location and dates Midlands 06 Mar 14 Who should attend? Materials, logistics and production directors/ managers, material and inventory planners, buyers responsible for stocked items, production controllers, schedulers, stores and finance roles will all benefit from attending. Fees £365 + VAT members £406 + VAT non-members Ref: 0116 CPD: 7 hours
Fees £449 + VAT members £499 + VAT non-members Ref: CN9C CPD: 7 hours
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General information
General information
Venue and Event Information
Joining instructions Joining instructions including venue location are sent at least 10 days before the event. Training methods Most courses start at 09.00 and finish at 17.00. Courses are generally a mixture of participative sessions, discussion, group and syndicate activity. Documentation All delegates are provided with comprehensive materials and handouts. Please note that all materials are copyrighted and may not be reproduced without permission. Copyright notice All “Commercial approach” course content copyright © Robert Carolina. All rights reserved. Robert Carolina asserts all moral rights pursuant to the Copyrights Designs and Patents Act. “Commercial approach” “sciocertus” and “confidence in knowledge” are trademarks owned by Robert Carolina.
Non-residential events The fees do not include overnight accommodation. If required, please make your reservation by calling Conference Care on +44 (0)2476 369737 or email cips@conferencecare.com and state that you are attending a CIPS course. Venues All of our training courses are held in quality four star hotels or conference centres in locations that are carefully chosen for their accessibility. Many of the courses are held in three main centres: London, Birmingham and Manchester. Introductory courses To increase access for everyone, our one-day introductory courses are held at more regional locations up and down the country. This way, you will not have to travel very far to find a convenient location.
Specific needs CIPS aims to ensure that its events are accessible to all. If you have any specific needs, please advise us so that we can discuss your requirements.
Other courses are available visit www.cips.org/training for full course listing www.cips.org
Events Calendar
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Course Title
Dates
Location
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February 2014 Introduction to purchasing Effective negotiation Introduction to negotiation Introduction to contracts Category management essentials Legal aspects of purchasing Improving your buying skills The essentials of tendering Business finance - what buyers need to know Effective contract management A commercial approach to software agreements - basic A commercial approach to software agreements - advanced Introduction to purchasing Advanced purchasing skills Introduction to negotiation Introduction to contracts
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March 2014 Introduction to public sector procurement TUPE and its impact on procurement Forecasting techniques Managing complex EU procurement Effective IT purchasing Inventory management Category management advanced Contract drafting Psychology of the seller Specification writing Executive influencing strategies masterclass Introduction to purchasing Introduction to negotiation Introduction to contracts Risk management in the supply chain Leading edge negotiation Sustainable procurement in action Increase the influence of procurement masterclass
04 05 05 05 06 06 11-12 11-12 13 13 18 18 19 20 25 25-27 26 27
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April 2014 Effective warehouse operations Personality profiling, influencing and persuasion Effective negotiation Supplier appraisal Introduction to purchasing Managing purchasing Introduction to negotiation Introduction to contracts Introduction to purchasing Introduction to negotiation
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May 2014 Introduction to contracts
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General information
Summary of terms and conditions
Booking Courses or Events Bookings for Courses can be made via www.cips.org at the following link: http://www.cips.org/en/training or by contacting our Training & Events Team on +44 (0) 1780 756777 or at events@cips.org. For online bookings, please select the Course that you require and click on the “Book” button, following the instructions step by step. Payment If you are making a booking online, you can pay by credit or debit card or by purchase order. RBS Worldpay handles our online credit and debit card transactions in a secure environment. We accept American Express, Visa, Mastercard and Maestro. If paying by purchase order, the invoice will need to be addressed to the booker or delegate’s employer. Payment must be made within 30 days from the date of the invoice or if the booking is made less than 30 days before the Course date, payment is required before the Course date. Please note that we do not accept payment by cash or payments in any currency other than UK pounds sterling. In the case of late bookings payment must be made prior to attendance of the Course. If payment is not made prior to the delegate attending the Course CIPS reserves the right to refuse admission until payment has been made in full. VAT Fees quoted are exclusive of VAT, which will be shown separately on the invoice. A VAT invoice will be sent to cover your payment. Copyright All materials provided for CIPS Courses including graphics, code, text products, software, audio, music and design are owned by CIPS or CIPS’ third party Course providers. No content in whole or in part of the CIPS Materials may be copied, reproduced, uploaded, posted, displayed, linked to or used in any way without the prior written permission of CIPS. Any such use is strictly prohibited and will constitute an infringement of the copyright and other intellectual property rights of CIPS, or in the case of material licensed to CIPS, the owner of such materials. Programme Although details are correct at time of going to print, CIPS reserves the right to make unavoidable changes in the programme. CIPS also reserves the right to cancel an event at any time and offer delegates an alternative date, a credit towards another training event or a refund of fees without any liability for resulting or indirect loss. Joining Instructions Joining instructions including venue details and start times are sent out by email to the Course booker at least 10 (ten) days before the event. Once this has been done the services is deemed to have started under the Consumer Protect (Distance Selling) Regulations 2000 Cancellations Where a firm booking has been accepted by CIPS and is subsequently cancelled, the customer will be liable for the following charges. All cancellations must be received in writing.
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Number of weeks before Course date that the cancellation is made
Charge to customer
Over 5 weeks
No charge
3 – 5 weeks
30% charge
3 – 0 weeks
Full fee
Where a delegate wishes to transfer to a different course and/or date, the customer will be liable for the following charges. The customer can transfer to any course taking place six months from the date from the original course.
Transfer Policy Over 5 weeks
No charge
5 – 3 weeks
30% charge
3 – 0 weeks
Full fee
Under the Consumer Protect (Distance Selling) Regulations 2000 you have a cancellation cooling off period where you can cancel your Course within a period of 7 working days beginning on the day after the day on which the contract is concluded with you as notified by email or postal confirmation from CIPS in accordance with these Terms. In this case, you will receive a full refund of the price paid for the Courses in accordance with our refunds policy (clause 13 below). After this initial cooling off period the above charges apply. Upon receiving the joining instructions, you agree that the service provided by CIPS is deemed to have commenced and you agree to waive your right to cancel your booking and receive a full refund within 7 working days under the Consumer Protect (Distance Selling) Regulations 2000. In such instances, the cancellation policy in the above table will apply. Substitution Delegate substitution may be made at any time. If the membership status of the delegate changes, the fee payable will be amended accordingly. Non-EU Delegates CIPS welcomes delegates from overseas but if you are resident outside the European Union (EU) you should ensure that you have a valid visa and can comply with all immigration requirements before applying for a CIPS course. Data Protection Notice CIPS is registered under the provisions of the UK Data Protection Act 1998 and keeps any personal data concerning you in confidence. A full description of the CIPS Code of Practice for Data Protection can be found on the website www.cips.org. Trademark CIPS, The Chartered Institute of Purchasing & Supply and its logo are all trademarks of The Chartered Institute of Purchasing & Supply.
Special terms and conditions for Forecasting Techniques and Inventory Management MML are a UK based training and consultancy company. Both “Forecasting Techniques and “Inventory Management” will be coordinated by the MML team. Joining instructions and accommodation details will be sent at least 10 days before the Course. For additional overnight accommodation please contact MML on +44 (0) 870 438 1201. Where a firm booking has been accepted by CIPS and is subsequently cancelled, you will be liable for the following charges: • More than 8 weeks prior to the commencement of the Course the full fee will be refunded less a £20 administration charge. • Between 8 and 4 weeks prior to the first day of the Course, 25% of the Course fee remains payable, 25% of the agreed fee will also be charged if bookings are transferred. • Less than 4 weeks prior to the first day of the Course, or if the participant fails to attend, the full fee remains payable. Where accommodation and public transportation costs cannot be cancelled these will be passed on at cost. Course substitution may be made up to and including the last working day before the Course commencement. All cancellations or substitutions should be confirmed in writing. Course bookings may be transferred to another similar Course up to 4 weeks prior to the first day of the Course. Only one transfer per person, per Course is permissible. The alternative Course must be within 6 months of the original Course date. Discounts Membership discounts: A 10% discount is available on our Courses for current members of CIPS. If booking via the Website, please log on to the Website as a member before making your booking in order to receive the membership discount. When booking by any other means, you should quote your membership number in order to be entitled to a discount. If you fail to log into the Website or mention your membership status at the time of booking, you will be charged the full price for your Course. Unfortunately we cannot offer any retrospective refund or credit for any membership discount that you would have been entitled to receive. Introductory course discounts: Where a single delegate is booked onto titles BP60, NG40 and RG3, they will be entitled to a 10% discount. Such discount is in addition to any membership discount the delegate may be entitled to. Portfolio multi-booking discounts: Where any delegate makes a booking for any 3 Courses in our Training Portfolio (within the same booking), a 5% discount will apply. Where any 3 delegates book onto any single Course on the same date, a 5% discount will also apply. Such discount is in addition to any membership discount the delegates may be entitled to. If a delegate cancels any Course having received a bulk discount, they will lose the entitlement to such discount if the resulting booking is for less than 3 Courses or 3 individuals (as applicable). Full Terms and Conditions This page is a summary of CIPS’ Terms and Conditions for Training & Events. Full terms can be found at http://www.cips.org/Documents/ Training%20and%20Events/ Training-terms-conditions.pdf, which should be read in conjunction with our General Terms & Conditions of Business and Website Use available at http://www.cips.org/generaltandc. If there is an inconsistency between any of the provisions of any of these terms and conditions, the provisions of the Terms and Conditions for Training & Events shall prevail. You should understand that by booking any Courses, you agree to be bound by these terms and conditions.
CIPS Group Easton House, Easton on the Hill, Stamford, Lincolnshire, PE9 3NZ, United Kingdom T +44 (0)1780 756777 F +44 (0)1780 751610 E info@cips.org
CIPS Africa Ground Floor, Building B, 48 Sovereign Drive, Route 21 Corporate Park, Irene X30, Centurion, Pretoria, South Africa T +27 (0)12 345 6177 F +27 (0)12 345 3309 E infosa@cips.org.za
CIPS Australasia Level 8, 520 Collins Street, Melbourne, Victoria 3000, Australia T 1300 765 142/+61 (0)3 9629 6000 F 1300 765 143/+61 (0)3 9620 5488 E info@cipsa.com.au
CIPS Middle East & North Africa Office 1703, The Fairmont Hotel, Sheikh Zayed Road, PO Box 49042, Dubai, United Arab Emirates T +971 (0)4 327 7348 F +971 (0)4 332 5541 E mena.enquiries@cips.org
www.cips.org CIPS™ is a registered trademark of the Chartered Institute of Purchasing & Supply