🎯 Course Description:
This hands-on course is designed to equip professionals with practical skills and strategies to streamline purchasing processes and optimize expediting practices. It focuses on enhancing operational efficiency, reducing delays, and ensuring on-time delivery through effective coordination with suppliers, proactive follow-up techniques, communication protocols, and performance monitoring.
Participants will explore best practices in purchase order management, vendor communication, expediting tools, and escalation procedures — all through case studies, simulations, and real-world examples.
👥 Who Should Attend:
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Purchasing and procurement officers
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Expeditors and materials planners
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Logistics and supply chain coordinators
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Project buyers and site-based procurement professionals
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Anyone involved in tracking or managing supplier deliveries
🗓️ Day 1: Foundations of Purchasing and Expediting
| Time | Topic |
|---|---|
| 08:30 – 09:00 | Welcome, Introductions, Course Objectives |
| 09:00 – 10:30 | Overview of the Purchasing Cycle – From requisition to receipt |
| 10:30 – 10:45 | ☕ Coffee Break |
| 10:45 – 12:15 | The Expeditor’s Role in Procurement and Projects |
| 12:15 – 01:15 | 🍽 Lunch Break |
| 01:15 – 02:45 | Common Causes of Supplier Delays and How to Prevent Them |
| 02:45 – 03:00 | ☕ Coffee Break |
| 03:00 – 04:30 | Case Study: Supplier delay and material shortage impact |
🗓️ Day 2: Purchase Order Management and Documentation
| Time | Topic |
|---|---|
| 08:30 – 10:00 | Structuring Effective Purchase Orders |
| 10:00 – 10:15 | ☕ Coffee Break |
| 10:15 – 12:15 | Expediting Documentation: Logs, Reports, and Status Sheets |
| 12:15 – 01:15 | 🍽 Lunch Break |
| 01:15 – 02:45 | PO Terms and Conditions that Support Expediting |
| 02:45 – 03:00 | ☕ Coffee Break |
| 03:00 – 04:30 | Workshop: Reviewing and correcting a flawed PO and expediting plan |
🗓️ Day 3: Expediting Techniques and Supplier Communication
| Time | Topic |
|---|---|
| 08:30 – 10:00 | Types of Expediting – Desk, field, project, and post-shipment |
| 10:00 – 10:15 | ☕ Coffee Break |
| 10:15 – 12:15 | Supplier Follow-Up Protocols and Communication Best Practices |
| 12:15 – 01:15 | 🍽 Lunch Break |
| 01:15 – 02:45 | Using Expediting Plans to Track Delivery Milestones |
| 02:45 – 03:00 | ☕ Coffee Break |
| 03:00 – 04:30 | Workshop: Drafting an expediting communication and escalation plan |
🗓️ Day 4: Performance Monitoring and Escalation
| Time | Topic |
|---|---|
| 08:30 – 10:00 | Setting KPIs for Suppliers and Expeditors |
| 10:00 – 10:15 | ☕ Coffee Break |
| 10:15 – 12:15 | Supplier Performance Monitoring and Scorecards |
| 12:15 – 01:15 | 🍽 Lunch Break |
| 01:15 – 02:45 | Escalation Protocols for Critical Orders and Late Deliveries |
| 02:45 – 03:00 | ☕ Coffee Break |
| 03:00 – 04:30 | Simulation: Supplier underperformance and response planning |
🗓️ Day 5: Digital Tools, Compliance & Final Integration
| Time | Topic |
|---|---|
| 08:30 – 10:00 | Using ERP and Expediting Software Tools (SAP, Oracle, Excel) |
| 10:00 – 10:15 | ☕ Coffee Break |
| 10:15 – 12:15 | Compliance with Internal Controls and Audit Readiness |
| 12:15 – 01:15 | 🍽 Lunch Break |
| 01:15 – 02:45 | Best Practice Roundtable: Global Expediting Practices |
| 02:45 – 03:00 | ☕ Coffee Break |
| 03:00 – 04:30 | Final Review, Certification Exam, Feedback & Course Wrap-Up |
📂 Course Materials Provided:
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Purchasing and expediting course manual
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Sample expediting log templates and checklists
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PO structure and clause reference guide
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Supplier follow-up and escalation email templates
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KPI scorecard samples
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Certification exam and official Certificate of Completion
