Leading global excellence in procurement and supply

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Branch Conference 2012
Welcome
Thought for the day
‘’Tell me and I'll forget; show me and I may
remember; involve me and I'll understand.”
Leading global excellence in procurement and supply
UK Membership Update
Andrew Coulcher, Business Solutions
Director
2
Leading global excellence in procurement and supply
 Membership Statistics
 UK Membership Activity
 UK Member/Branch events
3
Leading global excellence in procurement and supply
Membership Statistics 2011/2012
4
Leading global excellence in procurement and supply
UK Membership Activity
 Member get Member Scheme
 E – Affiliate Member Campaign
 Telemarketing Retention Activity
5
Leading global excellence in procurement and supply
UK Branch/Member Activity
33 Active UK branches
50% increase in branch attendances in the UK
First European Branch launches on the 5th September
in Switzerland
Delivery of increased number / relevance of FREE
member events in 2012
Joint partnership agreements now
in place with ITM/ISMM and IOD with further
discussions underway with other
relevant institutes – RICS, CIMA
Leading global excellence in procurement and supply
Marketing Update
Cath Hill, Marketing Director
7
Leading global excellence in procurement and supply
Leading global excellence in procurement and supply
Leading global excellence in procurement and supply
10
Leading global excellence in procurement and supply
Presidential theme
The Profession of Choice
Attract new talent into procurement
Raise awareness of procurement and supply in
schools and colleges as a profession of choice
Developing procurement skills for 14-18 yr olds
Leading global excellence in procurement and supply
The Pizza Puzzle
Leading global excellence in procurement and supply
OPITO
Leading global excellence in procurement and supply
Aston Martin
Academies
from around
the UK
competed in
the CIPS
Negotiation
Challenge
Leading global excellence in procurement and supply
Young Enterprise Company programme
Leading global excellence in procurement and supply
Structure Chart
Marketing
Department
Membership
Events
Marketing
Knowledge &
Product
Development
PR &
Representation
Leading global excellence in procurement and supply
Knowledge Hub
LISTENING POSTS
Higher Education
Member events
Branch events
Fellow’s events
EPN
ADPG / Sector groups
SIGs / SKGs
Conferences
Other professional bodies
Social Media
Reading
Knowledge Harvesting
Interface with external
environment
KNOWLEDGE HUB
•
•
•
PR / Voice of the profession
Product development
CIPS Knowledge portal
Knowledge Dissemination
Leading global excellence in procurement and supply
Qualifications Review 2013
Kevin Hickman FCIPS, Head of Education
Development and Standards
18
Leading global excellence in procurement and supply
Qualifications Review 2013
What will it all look and feel like when the new qualifications are launched ?
New content and current content updated and refreshed
reflecting stakeholders needs 
Leading global excellence in procurement and supply
Qualifications Review Project
Process for review
Leading global excellence in procurement and supply
Consulting
Expert Group
(leading employers
and academics)
Assessment Team
Over 5000
stakeholders
invited to
participate
Students
Past and Present
Level Verifiers,
Senior Assessors
and Assessors
CIPS Members
UK and International
Branches / SIG’s
Stakeholder
Consultation
International
Stakeholders
Study Centres
UK and
International
Accredited Degree
Partners
Subsidiaries,
Partners and Affiliates
Internal CIPS
Teams
(NPD)
Knowledge, CRM’s
Strategic Development
CIPS Suppliers
Employers
Including Corporate
Academies
Public, Private 3rd
Sector and International
Delivery Partners
e.g. PMMS,
Supply Solutions,
Cordie
Leading global excellence in procurement and supply
Some of the
Participants
Leading global excellence in procurement and supply
Designing
•
A global challenge
To provide a full range of education products that meet the requirements of all stakeholders and
ensure that the CIPS qualifications remain:
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Relevant - for the different job roles within Procurement and Supply
Credible – within different sectors
Contemporary – to remain attractive to a wide audience and attract wider adoption
Challenging – to represent a standard that is rigorous and valued by individuals and
organisations
Innovative – to allow candidates from different sectors to attain the skills they require
Stretching – in order to remain the ‘global’ standard for Procurement and Supply professionals
Valuable – as a qualification to individuals and organisations
Progressive – to enable individuals to progress through the ladder of qualifications
Developmental – as individuals progress their personal development is transparent
Vital – as a qualification that demonstrates knowledge and skills attainment for Procurement
and Supply professionals.
Leading global excellence in procurement and supply
Designing
Leading global excellence in procurement and supply
Testing
Concept Testing
• UK Government
• CIPS Council
• UK Study Centres
• Assessment - Level Verifiers
• CIPSA (Employers and Study Centres)
• CIPS SA (Employers and Study Centres)
Leading global excellence in procurement and supply
Numbers!
27
80
15
30
5
70
5000
6
560
3000
Leading global excellence in procurement and supply
Numbers!
27 focus groups 80 1-2-1 interviews 15 concept
5 Levels
70 development
reviewers
6 review stages
30
5000
testing sessions
Units
participants
3000 review comments
560 reviews
Leading global excellence in procurement and supply
Stage 1
• Reviewers, Practitioners and Education specialists
• Expert Group Review – Practitioners and Academics
Expert Group Panel Review - 1st Pass
Stage 2
• Level Verifiers (Senior Assessment Team)
Level consistency, fluidity/command words and assessability
Stage 3
• Independent Educational Review and Independent Diversity Review
To review command words and language vertically and horizontally across all levels
Stage 4 Check proposed qualifications are accessible to all
• Expert Group Meeting
th
Stage 5 • 27 April 2012 in London
• Sign Off Committee CIPS
(18th May 2012)
Stage 6
Leading global excellence in procurement and supply
A.nnotate
Leading global excellence in procurement and supply
Positive Feedback
“Just a comment to say that this
has been enjoyable and refreshing
to see how keen CIPS are to keep
their qualifications updated”
(Expert Group)
Leading global excellence in procurement and supply
New and enhanced themes
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Obtaining buy in to supply chain strategy from stakeholders
How the supply chain links to the achievement of corporate objectives
Sustaining competitive advantage
Competition and collaboration
Global, regional and local dimensions to strategic choices
Offshoring and sourcing from low cost countries
The use of shared services in supply chains
Detection of breaches of ethical practices and compliance
The impact of mergers and acquisitions on supply chains
Project partnering and strategic partnering
Asset finance and the role of banks
Contracting for major projects and programmes
Leading global excellence in procurement and supply
New and enhanced themes
•
•
•
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Building sustainability into major projects
Impact on the community for major projects
Bribery and corruption
UN guiding principles on business and human rights
And that's just a few from the professional diploma…….
Others include:
• New category management unit (advanced diploma (Level 5)
• Enhanced sustainability unit (advanced diploma – (Level 5)
• Re-order of level Diploma (Level), now includes contract management
• Level 2 and 3 (Certificate and Advanced Certificate) it’s all new!
Leading global excellence in procurement and supply
Qualification and Unit Titles
Qualification Title
Unit Titles
Professional
Diploma in
Procurement and
Supply
Core Unit
Leadership in
Procurement and
Supply
Core Unit
Corporate and
Business Strategy
Core Unit
Strategic Supply
Chain Management
Optional Unit
Supply Chain
Diligence
Optional Unit
Programme and
Project
Management
Optional Unit
Legal Aspects in
Procurement and
Supply (UK)
Advanced Diploma
in Procurement
and Supply
Core Unit
Management in
Procurement and
Supply
Core Unit
Managing Risks in
Supply Chains
Core Unit
Improving the
Competitiveness of
Supply Chains
Optional Unit
Category
Management in
Procurement and
Supply
Optional Unit
Sustainability in
Supply Chains
Optional Unit
Operations
Management in
Supply Chains
Contexts of
Diploma in
Procurement and
Procurement and
Supply
Supply
Business Needs
in Procurement
and Supply
Sourcing in
Negotiating and
Managing
Procurement and Contracting in
Contracts and
Supply
Procurement and Relationships in
Supply
Procurement and
Supply
Advanced
Certificate in
Procurement and
Supply Operations
Procurement and
Supply
Environments
Procurement and
Supply
Operations
Procurement
and Supply
Workflow
Inventory and
Logistics
Operations
Procurement
and Supply
Relationships
Certificate in
Procurement and
Supply Operations
Procurement
and Supply
Principles
Procurement and
Supply Functions
Procurement
and Supply
Processes
Procurement
and Supply
Administration
Procurement
and Supply
Stakeholders
Leading global excellence in procurement and supply
Qualification and Unit Titles
Additional units 2014 - TBC
Qualification Title
Unit Titles
Professional Diploma
in
Procurement and Supply
Optional Unit
Emerging Supply Chain
Challenges
Advanced Diploma
in
Procurement and Supply
Optional Unit
Logistics Management in
Supply Chains
Leading global excellence in procurement and supply
Assessment
A range of assessment methods are being considered for the new
qualifications, which are likely to include:
Assignments
Case studies
Essay
questions
Multiple
choice
questions
More information will be available in the coming months, with sample
assessments available via the website in March 2013.
Leading global excellence in procurement and supply
Leading global excellence in procurement and supply
What happens next ?
• Application to QCF and NQF for framework approval
• Communicating to all learners about ‘transition’ from current
qualifications to new qualifications.
• Production of marketing and supporting information that
informs and markets the new CIPS qualifications
Leading global excellence in procurement and supply
New unit content guides
Now proof read, awaiting qualification numbers before printing
commences (Dec 2012)
Leading global excellence in procurement and supply
Train the Trainer Events
• Train the Trainer Programmes now being planned for November 2013,
invites have been sent to all UK Study Centres and responses are now
being received.
• Study Centres will be given the opportunity to have their first view of the
CIPS study packs for the new qualifications along with example tutor
resources.
Leading global excellence in procurement and supply
Visit our webpage for further information on:
• The new confirmed qualifications structure, including qualification
names and the confirmed unit titles.
• Links to the new unit content guides for the CIPS 2013 qualifications.
• Assessment dates for 2013
• Transition plans for current studying members
• Study support details
• Recognition arrangements
• Frequently asked questions (FAQ’s)
www.cips.org/qualifications2013
Leading global excellence in procurement and supply
CIPS Governance Modernisation
Explaining the changes
Leading global excellence in procurement and supply
CIPS Governance – the old structure
The Global Membership
COUNCIL
(Trustees)
Appointments
Board
Board of
Management
Remuneration
Committee
Disciplinary
Committee
Leading global excellence in procurement and supply
Why modernise?
Unfit for the future!
• Board of Management has had to take big decisions to maintain finances and
move at the pace required
• The time needed to refer every decision to Council was damaging our brand
values of professional, essential and dynamic
• Council attendance was poor and its value had been questioned by members
- legally liable but not meeting fiduciary responsibilities
• Council was very UK centric, not reflecting the international growth and
footprint of CIPS
• Council confused representation and trusteeship = frustrations
• Acevo governance healthcheck 2008 – operational problems identified
• 10 out of 30 recommendations implemented to improve effectiveness
• Major change recommendations put on hold until 2011
Leading global excellence in procurement and supply
CIPS Modernisation - Principles:
•
CIPS is a global professional body which values the diversity of its membership and its status as a Chartered
Institute & UK charity
–
inside the charity, CIPS runs a global network of commercial activities in pursuit of its Charter objectives and to fund
member benefits and initiatives for the public good
•
CIPS must be able to make timely and effective decisions;
•
There will be a global advisory body, or Congress, that will represent all the membership and be the
conscience of CIPS;
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decision rights to be defined at all levels with clear accountability and communications
there will be effective control of subsidiaries and JV’s through the CEO and staff
will be constituted such that it is not dominated by a single interest group
will engage the membership to guide and influence the trustees
will be chaired by the President of the Institute and elect a proportion of the trustees
•
There will be a smaller executive body of trustees;
•
There will be an independent Nominations Committee responsible for the election and appointment of
trustees, against published criteria
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trustees will be MCIPS or FCIPS, or non-members selected for their particular expertise
the trustee board will be chaired by the Chairman of the Institute
the performance of each trustee will be evaluated and managed by the trustees as a group
the CEO will be an ex officio trustee, responsible for the management of CIPS and all subsidiary entities and will be linemanaged by the Chairman of the trustee board
led by two recent past presidents, with senior MCIPS/FCIPS members and an independent advisor
will champion the democratic election of trustees from the global Congress
will consider nominations from individuals to be appointed as trustees
will appoint the Chairman and President as two independent and non-sequential roles
Leading global excellence in procurement and supply
The New Structure
MEMBERSHIP
REPRESENTATION
CONGRESS
GOVERNANCE
C
O
N
G
R
E
S
S
B
O
A
R
D
C
H
A
I
R
M
A
N
C
H
A
I
R
M
A
N
BOARD
OF
TRUSTEES
P
R
E
S
I
D
E
N
T
C
E
O
NOMINATIONS
COMMITTEE
Leading global excellence in procurement and supply
Congress – the new Representative and
Advisory Body
• Regional seats allocated based on global Qualified Membership
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Members qualified to level 5 and above
6 geographical regions (Asia, Africa, UK, Americas, Europe/Middle East, Australasia)
1 seat per 2%, or part thereof
56 (max) elected regional seats
• 6 additional seats allocated to students
• 1 ex-officio member – elected Chairman of Congress
• Composition will flex over time as membership grows
– the theoretical maximum size is 62 elected seats
• Elected Council members became founder members
Leading global excellence in procurement and supply
Seat allocation
Current UK geographical and sectoral Council members will be
reallocated into the 4 new UK regional constituencies
Leading global excellence in procurement and supply
UK Regional
Constituencies
Three Nations
North of England
South of England
Central England
Leading global excellence in procurement and supply
Council to Congress in the UK
40 seats allocated into 4 regional constituencies
Three Nations
5 seats
1983 members, 11.4% of UK
Northern Ireland
Scotland
Wales
North of England
10 seats
4306 members, 24.8% of UK
North East
North West
Central England
13 seats
5618 members, 32.3% of UK
West Central
East Central
North Thames
South of England
12 seats
5488 members, 31.5% of UK
South
South East
South West
Leading global excellence in procurement and supply
Leading global excellence in procurement and supply
Leading global excellence in procurement and supply
Leading global excellence in procurement and supply
Seat allocation
Current UK geographical and sectoral Council members will be
reallocated into the 4 new UK regional constituencies
Leading global excellence in procurement and supply
How the elections will work
• Open elections
– All MCIPS and FCIPS members can vote for Regional seats
– Students vote for student seats
– Balanced renewal of one third of Congress each year
• Term of office
– Elected for 3 year term
– Members can immediately stand again for a second 3 year term
– A 3 year interval required before standing for a third term
• Online voting, conducted by an independent agency
• Casual vacancies filled by election runner-up
– If none is available, the Nominations Committee will make individual
adjustments to maintain the renewal cycle
Leading global excellence in procurement and supply
The New Board of Trustees
• There will normally be 13 Trustees serving a 3 year term
– 6 elected from Congress
– 6 appointed by the Nominations Committee
– CEO appointed by the Trustees (ex officio)
• Appointed trustees can include up to 2 non-members
• Everyone else (except for the CEO) must be MCIPS/FCIPS
• Chairman of the Board of Trustees and President of the Institute
are selected by the Nominations Committee from among the
Trustees
• At the end of their term, Trustees can stand for re-election or be
re-appointed for a second term straight away; then a gap of 3
years before seeking a third term
Leading global excellence in procurement and supply
How Trustee performance will be monitored
• Trustees must make a commitment to comply with good
governance principles
• Trustees must make a Declaration of Interest annually
• Induction training will be provided so they understand their
role and responsibilities
• There will be an annual performance review – a mix of selfreflection and external assessment
• There is an attendance requirement (bye-law)
• Individual under-performance will be handled by the
Nominations Committee working with the Chairman of the
Board of Trustees
• The entire Board can be dismissed via an EGM
Leading global excellence in procurement and supply
There are three officer roles………..
• Chairman of the Board of Trustees (2 year term)
– Head Trustee, chairs the meetings, line manager for the CEO
• President of the Institute (1 year term)
– External face of CIPS, spokesperson and host for major events
• Chairman of Congress (1 year term, can stand again)
– Links Congress to the Board of Trustees, ensures members’ views are properly
represented and responsible for the operation of Congress
………and three subcommittees of the Board
• Remuneration Committee
– responsible the CEO’s remuneration and setting the policy for his staff
• Nominations Committee
– responsible for the election and appointment processes
• Disciplinary Committee
– handles complaints against members for breaches of the professional code of
ethics.
Leading global excellence in procurement and supply
CEO and Staff
• CEO is responsible for
– Global operations
– The successful execution of strategy set by the Trustees
– Maintaining a qualified staff and effective Operating Procedures for the entire
group including subsidiaries
– Managing finances within budget and reserves policy set by Trustees
– Ensuring the Trustees receive regular and accurate reports
– Supporting governance and helping Trustees fulfil their obligations
Leading global excellence in procurement and supply
Thank you – Questions?
Leading global excellence in procurement and supply
Birmingham branch and
The Presidents Challenge 2012
Melanie Halstead and Susan Randall
60
Leading global excellence in procurement and supply
Introductions
• Melanie Halstead and Susan Randall
• Birmingham branch
Leading global excellence in procurement and supply
The Presidents Challenge
• Generation X and Y
• Lack of profile for Purchasing as a career
Leading global excellence in procurement and supply
What we have done so far
• Met up with CIPS
• Put together a format
• Grace Academy
• Dudley College
• Individual support
Leading global excellence in procurement and supply
Format
• Icebreaker
-what do you want to do as a career?
• So what is a buyer?
• Personal stories
• Pizza exercise
• Personal Characteristics
• Q+A
• What have you learned?
• Handout magazines
Leading global excellence in procurement and supply
What we would like to do
• Set an achievable target of 4 schools/colleges per
year
• Work with other organisations who are working in
this area
e.g.. Future Faces, Peter Jones Academy, LEPs
• Help develop a longer term connected strategy with
CIPS
- materials connected to the curriculum, Level 2,
measurement, CRB checks
Leading global excellence in procurement and supply
Constraints
• Time
• Willing volunteers
• Money
• Central strategy
Leading global excellence in procurement and supply
Summary
• Great fun
• Very rewarding
• Set small targets
• Not enough time to deliver The Challenge properly
Leading global excellence in procurement and supply
Break
Leading global excellence in procurement and supply
CIPS News Pages
Branch Events for Publication
Lorna Blackwood, CIPS News Reporter
69
Leading global excellence in procurement and supply
Page layout
• Three pages consisting average of seven pieces and
three nibs
• Two/three possibilities of picture stories
• Must include stories from across world (MENA,
Africa, China, Australasia, Europe)
• CIPS upcoming events, legislation etc.
• Possibility of one (maximum) branch event
Leading global excellence in procurement and supply
CIPS news pages
Leading global excellence in procurement and supply
Guidelines for publication
•
•
•
•
Sell me the story – more information the better.
Stories that have worked:
Event is interactive with local community
North Lancashire branch worked with Accrington
Stanley Football Club – swapped football tips for kids
with procurement advice for club.
Leading global excellence in procurement and supply
Accrington Stanley FC news piece
Leading global excellence in procurement and supply
Guidelines for publication
• Guest Speaker
• Talk offering an interesting angle to procurement.
• West Wales branch invited Ian Woodall (climbed
Everest).
Leading global excellence in procurement and supply
Everest news piece
Leading global excellence in procurement and supply
Guidelines for publication
• Topical events – Hurricane Sandy: a talk on risk
management
• Members demand – branch includes large business
involved with particular procurement sector.
Leading global excellence in procurement and supply
Pictures
• Pictures limited to two (three if lucky) per issue so
must be strong images.
• Must be good quality and high resolution. 3MB or
300 dpi
• If taking pictures at an event be aware of good and
bad composition
Leading global excellence in procurement and supply
Slide of good/bad photo (see attached pdf)
Leading global excellence in procurement and supply
Slide of good/bad photo
Leading global excellence in procurement and supply
Question Time
80
Leading global excellence in procurement and supply
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