Resources
The tools we use, free to take away.
Scorecards, checklists and working spreadsheets from real engagements. The practical end of procurement rather than the theory. 16 files across three kits. Yours to use, adapt and share inside your organization.
For the decision, not the document.
The RFP Decision Kit
Everyone gives away the RFP you send out. Almost nobody helps with the decision you make when the bids come back. That is where the money actually moves. Scoring, weighting and normalizing bids to a number you can defend.
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RFP Evaluation Scorecard
Six weighted criteria, anchored scoring and the four rules that keep an award defensible.
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RFP Weighting Guide
How much price should count, by category type, and three tests before you lock the weights.
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Bid Comparison Sheet
Eight cost elements that turn incomparable proposals into a like-for-like decision.
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From negotiated to realized.
The Savings That Stick Kit
Negotiated savings are what a deal promises. Realized savings are what reaches the P&L. These three close the gap: agree the definitions with finance, find where value leaks, and track what actually lands.
- PDF
Savings Definition Standard
The one-page agreement with finance that stops the argument before it starts.
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Value Leakage Checklist
Twenty-four checks on where negotiated value escapes between signature and the P&L.
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Realized Savings Tracker
Nine fields that turn a savings forecast into a number finance will defend.
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Run it well, not just buy well.
The Operating Kit
Sourcing decides the price. Operating decides whether you keep it. Where the controls belong in your buying process, and an honest read on what your function can do today.
What the work looks like.
The Proof Library
Four engagements, written up plainly: the baseline, what we did, how it was made to stick and what was validated afterwards. Every number was agreed with the client.
- PDF
ASM Global Case Study
$3M saved across 300+ venues, with liability coverage raised fivefold.
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Blue Stream Fiber Case Study
$2.75M out of material and sub cost, inventory down 30%, ahead of investment.
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EMA Case Study
8% off project cost, 10% fewer change orders, 5 days out of bid-to-contract.
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King Rose Case Study
Material cost down 10%, suppliers from 150 to 3, purchasing rebuilt in house.
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Why we give these away
Because the work that follows is never about the template. Anyone can download a scorecard; the value is in the judgment about what to weight, which baseline to argue for, and what to do when the numbers do not convert. If one of these saves you an afternoon, it has done its job.
If it raises a question you would rather not work through alone, that is what the Quick 15 is for.
See where value is trapped in your organization.
A Compass assessment maps your spend, contracts and data readiness, and returns an evidence-backed opportunity portfolio.