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.

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.

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.

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.