1. Leading global excellence in procurement and supply
CIPS Global Standards Presentation:
Metro Trains Case Study
Madeleine Tewes – CIPS Australasia
Jason Westwood – Metro Trains
Date: 16 October 2014

2. Leading global excellence in procurement and supply
• Introduction to CIPS Global Standards
– Overview & Development
– Structure & Alignment
– How you can use them
• Metro Trains Case Study
– Company Profile & Procurement Vision
– Professional Development Background
– Trial
• Process steps & templates
– Key Learnings
• Conclusion & Questions
Agenda

3. Leading global excellence in procurement and supply
Introduction to CIPS Global Standards

4. Leading global excellence in procurement and supply
It identifies:
A comprehensive competency framework to enhance
organisational and individual procurement performance
Overview
WHAT DOES IT DO?
KNOWLEDGE
BEHAVIOURS
CAPABILITIES

5. Leading global excellence in procurement and supply
THE FIVE LEVELS OF COMPETENCY
Tactical
Structure
Operational Managerial Professional Advanced
Professional

6. Leading global excellence in procurement and supply
PERFORMANCE
PEOPLE
DEVELOPMENT
PROCESS
THE FOUR PILLARS AND ELEVEN THEMES
11
ETHICS
10. DEVELOPING
SELF AND
PERSONAL SKILLS
9. DEVELOPING
TEAMS AND
INDIVIDUALS
8
METRICS AND
MEASUREMENT
7
DELIVERING
OUTCOMES
6
SOURCING
5
CONTRACTING
4
SPEND
MANAGEMENT
3
TECHNOLOGY
2
EXTERNAL
ENVIRONMENT
Structure
1
POSITION
AND INFLUENCE
INFRASTRUCTURE

7. Leading global excellence in procurement and supply
How You Can Use Them
PERFORMANCE
MANAGEMENT
RECRUITMENT
AND SELECTION
JOB DESIGN AND
EVALUATION
CAREERS GUIDANCE
AND COUNSELLING
DELIVERING AND
EVALUATING LEARNING
PROGRAMMES
IDENTIFYING
TRAINING NEEDS
ASSESSING
ACHIEVEMENT
STRUCTURING
LEARNING
PROGRAMMES
MANAGEMENT
INFORMATION
ORGANISATION
DEVELOPMENT
PUBLIC RECOGNITION
OF COMPETENCE
INDUSTRY
REGULATION

8. Leading global excellence in procurement and supply
Metro Trains Case Study

9. Leading global excellence in procurement and supply
• Metro Trains is a consortium of rail and construction
businesses, all of which have unrivalled credentials
• Metro Trains operates 203 six carriage trains across 830
kilometres of track, transporting 415,000 customers each day
• The Procurement Team at Metro Trains is 30 people strong
with a key focus on Lean Principles
Company Profile

10. Leading global excellence in procurement and supply
Procurement Vision
CIPS Advanced Certification
Employer of Choice
Strong Reputation for Professional Development
Recognition within Rail industry for Strategic
Procurement
Consistent Values for Shareholders and
Stakeholders

11. Leading global excellence in procurement and supply
Professional Development Background
Professional Development
• Monthly 1-1 performance reviews
• Competency framework for all roles
• Yearly training programme
• Lunchbox learning
• Business Feedback
Engagement Survey Concerns
• Unclear succession plan and career path
• Ineffective Continuous Professional Development Program
• Integration of learning experiences
• Evolving Position Descriptions with advancing market dynamics.
• Competency framework for future development.

12. Leading global excellence in procurement and supply
• Define base position and assess current state
• Communicate to TeamSet-Up
• Formulate Continuous Professional Development PlanPlan
• Implement Continuous Professional Development PlanDo
• Monitor Continuous Professional Development PlanCheck
• Develop next years Continuous Professional
Development PlanAct
Trial

13. Leading global excellence in procurement and supply
Trial
Set-Up
Plan
Do
Check
Act
• Define base position
– Review Position Descriptions and align to CIPS
Global Standards
– Plot Position Description requirements on
Knowledge and Capability Profile
• Communicate to Team
– Initial Lunchbox Learning to educate team on Global
Standards and how Metro Trains plan to integrate
them into the team

14. Leading global excellence in procurement and supply
Knowledge and
Capability Profile
Theme PCQ Tactical Operational Managerial Professional Advanced
InfrastructurePillar
Position and
influence
External Environment
Technology
ProcessPillar
Spend Management
Contracting
Sourcing
Performance
Pillar
Delivering Outcomes
Metrics and
Measurement
PeopleDevelopmentPillar
Developing Teams
and Individuals
Developing Staff and
Personal Skills
Ethics

15. Leading global excellence in procurement and supply
Knowledge and
Capability Profile
PD requirements for
Contracts Manager
Plotted
Theme PCQ Tactical Operational Managerial Professional Advanced
InfrastructurePillar
Position and
influence PD
External Environment PD
Technology PD
ProcessPillar
Spend Management PD
Contracting PD
Sourcing PD
Performance
Pillar Delivering Outcomes PD
Metrics and
Measurement PD
PeopleDevelopmentPillar
Developing Teams
and Individuals PD
Developing Staff and
Personal Skills PD
Ethics PD

16. Leading global excellence in procurement and supply
Trial
Set-Up
Plan
Do
Check
Act
• Assessment of current state
– Procurement team complete PCQ assessment
– Knowledge and Capability profile results populated
and benchmarked against current Position
Description
– Results benchmarked against PCQ’s 90th Percentile
and Position Description requirements

17. Leading global excellence in procurement and supply
PCQ Assessment
Copyright ArcBlue Consulting – all rights reserved

18. Leading global excellence in procurement and supply
Knowledge and
Capability Profile
Results populated for
Contracts Manager
Theme PCQ Tactical Operational Managerial Professional Advanced
InfrastructurePillar
Position and
influence
PD
Current
External Environment Current PD
Technology
PD
Current
ProcessPillar
Spend Management Current PD
Contracting Current PD
Sourcing PD Current
Performance
Pillar
Delivering Outcomes
PD
Current
Metrics and
Measurement PD Current
PeopleDevelopmentPillar
Developing Teams
and Individuals Current PD
Developing Staff and
Personal Skills Current PD
Ethics Current PD

19. Leading global excellence in procurement and supply
Global Benchmarking of PCQ Results
Benchmarks Courtesy of ArcBlue Consulting – all rights reserved
Global benchmark database: 14,000
Strengths:
• Technology
• Metrics & measurement
• Delivering outcomes
Development areas:
• Contracting
• External environment

20. Leading global excellence in procurement and supply
Trial
Set-Up
Plan
Do
Check
Act
• Formulate CPD Plan
– Review results with each individual and plot against
Knowledge and Capability Profile
– Evaluate development areas
– Develop CPD Plan for the coming year and select
and schedule learning activities:
• Formal – Skills Training Courses, Qualifications…
• Informal – Lunch box learning, Mentoring, CIPS
Knowledge, CIPS e-Learning…

21. Leading global excellence in procurement and supply
Knowledge and
Capability Profile
Development areas
identified for
Contracts Manager
Theme PCQ Tactical Operational Managerial Professional Advanced
InfrastructurePillar
Position and
influence
PD
Current
External Environment Current PD
Technology
PD
Current
ProcessPillar
Spend Management Current PD
Contracting Current PD
Sourcing PD Current
Performance
Pillar
Delivering Outcomes
PD
Current
Metrics and
Measurement PD Current
PeopleDevelopmentPillar
Developing Teams
and Individuals Current PD
Developing Staff and
Personal Skills Current PD
Ethics Current PD

22. Leading global excellence in procurement and supply
CPD Plan

23. Leading global excellence in procurement and supply
Trial
Set-Up
Plan
Do
Check
Act
• Implement CPD Plan
– Second Lunchbox Learning to ‘launch’ CPD plans to
team and show them how to access the learning
activities and CPD Tool
– Team complete selected learning activities each
month
– Team populates learning activities in MyCIPS – CPD
Profile

24. Leading global excellence in procurement and supply

25. Leading global excellence in procurement and supply

26. Leading global excellence in procurement and supply

27. Leading global excellence in procurement and supply

28. Leading global excellence in procurement and supply
Trial
Set-Up
Plan
Do
Check
Act
• Review CPD Plan uptake and impact
– Review uptake and progress of each team member
as part of monthly 1 on 1’s
– Review effectiveness of CPD Plan and the team
members progress as part of Year End Performance
Review

29. Leading global excellence in procurement and supply
Trial
Set-Up
Plan
Do
Check
Act
• CPD Plans in Use
– Team continues to complete selected learning
activities each month
– Team continues to populate learning activities in
MyCIPS – CPD Profile
• Planning for next year
– Define Learning Objectives for the year ahead
– Agree Learning Objectives and CPD Plan with Line
Manager

30. Leading global excellence in procurement and supply
• Crucial and Time Consuming
• Recommend external support for assessment process and degree of independence.
• Communicate Win / Win for the Company and the Individual.
Set Up
• Support the development of an array of Learning methods.
• Mix between individual and group learning to facilitate a team approach.Plan
• Integrate within your own Performance Review process.
• Incorporate and align with Project work.Do
• Support and review CPD’s on a regular basis with your team.
• Recognise and feedback where positive development is seen.Check
• Develop assessment methodology that suits you and your team.
• Jointly agree objectives for the coming year.Act
Key Learnings

31. Leading global excellence in procurement and supply
Conclusion & Questions?