Course description - Portfolio Analysis (PA), is a cornerstone of effective Strategic Sourcing and Supply Management practice. PA is a planning and decision support tool that helps Strategic Sourcing and Supply Management professionals better understand and manage purchases of goods and services. PA is a foundational tool utilized as the basis for other ADR Supply Management Academy training modules.

ISM-ADR School of Supply Management credit of Continuing Education Hours – 2 hours.
This course should take approximately 120 minutes to complete.

Intended audience - Supply Management professionals seeking a practical methodology for analyzing spend to identify appropriate category focus and strategy.

Learning objectives - After completing this module, you will be able to:

• Define Portfolio Analysis and key terminology
• Explain the structure of the Portfolio Analysis model
• Understand the logic underpinning the Portfolio Analysis model
• Understand uses and benefits of Portfolio Analysis
• Confidently apply Portfolio Analysis in developing purchasing strategy

Course outline:

• Understanding Portfolio Analysis
• Defining Portfolio Analysis
• Uses of Portfolio Analysis
• What does it look like?
• Understanding market difficulty
• Understanding expenditure
• Assessing market difficulty

• Quadrant Analysis
• Quadrant characteristics
• Applying quadrant characteristics
• Significance of the quadrants
• Reviewing quadrant placement

• Apply Portfolio Analysis
• Portfolio Analysis process
• It’s your turn to apply Portfolio Analysis
• Review the goals of Portfolio Analysis
• Relevance to sourcing strategy
• Portfolio Analysis and team strengths
• Portfolio Analysis helps us see the “big picture”

• 20 Question Quiz