Highly Effective Procurement Strategy and Training Development

Procure to Pay Project Procurement Overview Follow Up October 30, 2018 P2P Staff Meeting Procure to Pay Project Purchasing Training Plan October 30, 2018 P2P Staff Meeting 1

11/27/18 Follow Up Items October 30, 2018 P2P Staff Meeting Send Back Rules A group Is being formed including Procurement Staff and UAT Participants to discuss the best process Procurement Spend Category Role (Requisitions and SIR s with incorrect spend categories) Further discussion/follow-up is pending Ability to print preview a requisition prior to approving it This was discussed in the 11/30 IT Design Team Meeting. There are two options if this is a requirement (1) Create a custom report layout in Workday (2) Use export Requisition to PDF Function Incorporate attachment requirements (don t include emails and unnecessary information) in Requisitioner Training (Quick Reference Guides, MyPath modules, Instructor led Sessions) To be reviewed in 12/4 P2P Training Meeting Details on Purchase Order Confirmation and acknowledgments This is still pending discussion in the IT Design Meeting 2

Under Development October 30, 2018 P2P Staff Meeting MyPath Training module(s) for Procurement Staff WalkMe Training for Procurement Development of Additional Procurement Training Guides 3

7 Habits of Highly Effective People Be Proactive Begin with the End in Mind Put First Things First Think Win-Win Seek First to Understand Then be Understood Synergy Sharpen the Saw October 30, 2018 P2P Staff Meeting 4

Habit 1: Be Proactive Be mindful of .. What is within your Circle of Influence? 3 Your words Your behavior Your actions Focus On Proactive Language Become a Transition Person 5

Habit 2: Begin with the End in Mind What is yourpersonal mission statement? How do youfit into the Procurement Transformation . Paper requisition to electronic Tactical to Strategic Manual routing to automatic routing Paper PO with handwritten signature to electronic PO/electronic approvals Highly Effective People Clearly define their vision and purpose in life Define outcomes before you act Create and live by a Personal Mission Statement 6

Habit 3: Put First Things First October 30, 2018 P2P Staff Meeting Focus on your highest priorities Eliminate the unimportant Connect with Mission, Roles, and Goals Plan every week Schedule the Big Rocks 7

Habit 4: Think Win-Win Have an abundance mentality Balance courage and consideration = emotional maturity Consider other people s wins as well as your own We are all on this journey together with many benefits for everyone. Win-Win is a frame of mind and heart that constantly seeks mutual benefit in all human interactions. Win-win is based on the paradigm that there is plenty for everybody- that one person s success is not achieved at the expense of others - Stephen R. Covey 2018 P2P Staff Meeting 8

Habit 5: Seek First to Understand Then be Understood October 30, 2018 P2P Staff Meeting Highly Effective People Practice empathetic listening Respectfully seek to be understood Have greater influence with others if they truly understand them first. 9

Habit 6: Synergy Creative Cooperation October 30, 2018 P2P Staff Meeting Highly Effective People Value Differences Explore alternatives 10

Habit 7: Sharpen the Saw October 30, 2018 P2P Staff Meeting Highly Effective People Take time for themselves every day Achieve Daily Private Victory 11