Supplier Relationship Management

Supplier Relationship Management Summative Assessment: Outline & Rubric 
Summative Assessment Outline
Supplier Relationship Management
Competency Name: Supplier Relationship Management
Competency Statement: Develop an understanding of the opportunities to create value through supplier relationship
management (SRM).
Competency Overview/Description:
The objective of this competency is to distinguish how supplier relationship management (SRM) creates value. This competency
introduces students to the purpose of SRM and the qualification of suppliers. Materials and interactive activities will move the
student from theory to the practical application of concepts as they create a qualification plan of their own.
Competency Objectives:
1. Develop new supplier qualification plans and reports to assure components, materials, and suppliers meet specified
requirements (regulatory, safety, reliability, and quality).
2. Develop an understanding of the processes needed for timely availability of resources and to enhance quality through SRM
for domestic and international.
3. Develop an understanding of customer communication/customer relationship management (CRM), supply chain mapping,
quality systems, logistic systems, financial analysis, methods of requirements gathering, and supplier evaluation measures.
Program Learning Outcomes: N/A
Institutional Learning Outcomes: N/A
Purpose of This Assessment
In this summative assessment you will develop a scenario to hire a new supplier for a business. You then will write a qualification
plan based on the scenario.
Items Required for Submission
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
1.
2.
3.
4.
5.
A one – three-page description of scenario
Outline of qualification plan
Outline of PowerPoint presentation
A five – six-page qualification plan
A 10 – 15-slide PowerPoint presentation with supporting voice-over
Step ONE: Conduct Research
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Analyze resources and materials in the competency—as well as outside research related to SRM and CRM— to help you
outline a qualification plan. Within your qualification plan you must have three to five main points that are supported by three to
five cited references.
Be sure to consider the following questions in your research of developing your qualification plan:
● Purpose and Benefits of SRM
○ What is SRM, and what benefit does it bring to the business and your qualification plan? How does it benefit the
business and its return on investment (ROI)? How does it fit into your company’s managerial and leadership
structure?
● Supplier Qualifications and Qualifying Suppliers
○ What criteria will be used to qualify suppliers? What process will be used to rate and rank suppliers? What
process will be used for final qualification of the supplier?
● The Qualification Plan
○ How do you plan to evaluate the supplier’s performance and rating as it relates to the qualification plan? How do
you plan to measure your progress (success)?
● Purpose and Benefits of CRM and Cultural Values, and Challenges of a Global Supply Chain
○ What is CRM as it relates to your business? Why is it important to your company’s approach to SRM and
suppliers? What is the impact of a global supply chain on your business?
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
Step TWO: Describe Your Scenario
You are hiring a new supplier for a business. Describe a scenario that will provide enough context to develop a new supplier
qualification plan to ensure that components, materials, and suppliers meet specified requirements (e.g. regulatory, safety, reliability,
and quality). Within your scenario’s outline or description, you must include the following information:
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●
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Description of your business
○ Name of business
○ Industry (i.e. manufacturing, retail, service, etc.)
○ Area served (i.e., local, regional, national, global, etc.)
○ Current certification(s)
○ History and reputation in the industry served
○ Size of business, number of employees, annual revenue, etc.
Description of the supplier you seek
○ Area served (i.e., local, regional, national, global, etc.)
○ Certifications required, if necessary/relevant
○ History and reputation in the industry served
○ List of current customers
○ Number of years in business and annual revenue
○ Other qualifications
Answers to the following questions as they relate to this competency and your scenario
○ What is SRM, and why is it relevant to your business?
○ Why is it important for suppliers to fully meet specified requirements (e.g. regulatory, safety, reliability, and
quality)?
○ How do you create a process for evaluating potential suppliers and measuring the performance of suppliers?
Why is it important?
○ How do you create a supplier qualification plan, and why is it important to the business’s ROI?
○ What is CRM, and how is it relevant to your business?
○ Why is understanding and addressing global supply chains important to your business? Are cultural values and
relationships valuable to your business?
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
○ What are the best practices either presented in the resources provided in this course, or discovered during the
course of your research, and how do these materials relate to your qualification plan?
Step THREE: Outline Your Qualification Plan
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Introduction to include a summary of what you plan to present in the paper
Analysis to include a summary of the research and main points to be presented
Outline of the qualification plan derived from course materials and research
Conclusion with anticipated results, implementation, and next steps
Consider these details as you write your qualification plan:
• Introduction – Clearly explain the purpose of your plan.
o Provides an overview of the purpose and benefits of SRM, Supplier Qualification Planning, CRM, and global issues.
• Qualification Plan (body) – Thoroughly explain the details of your qualification plan.
o Your plan has a clear, logical flow and thought process.
o The plan is based upon SRM best practices.
o There is a formal structure that the reader can follow, understand, and draw conclusions from information
presented.
o The plan is feasible, well laid out, and easy to implement.
o There are three to five main points that are supported by references from three to five cited resources.
o The analyses and plan connect to the introduction, the conclusion, and the “heart” of your paper and presentation.
• Conclusion – Summarize the details of your plan
o The conclusion is a clear, concise recap of the plan.
o The conclusion does not bring in any new ideas.
o If needed, there is a call to action in the conclusion.
o Information is provided on how the plan will be implemented.
o Information on next steps within your company to move this forward is provided.
Step FOUR: Outline Your PowerPoint Presentation
●
●
Introduction, including number of slides and content of each slide
Analysis, including number of slides and content of each slide
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
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Outline of the qualification plan and content of each slide
Conclusion, including anticipated results, implementation, and next steps
Step FIVE: Write Your Qualification Plan
Use your research and the work you have completed in this competency to write your qualification plan. Your qualification plan must
contain an introduction, qualification plan (body), and conclusion. You must have three to five main points that are supported by
references from three to five cited resources. You will be graded on organization, grammar, punctuation, and APA. Refer to the rubric
for detailed descriptions of the criteria on which you will be evaluated.
Step SIX: Create Your PowerPoint Presentation
Using your qualification plan, develop a PowerPoint presentation that highlights the key points of your qualification plan. Your
presentation should follow the same organization of your plan—introduction, details of your qualification plan, and conclusion.
Once you develop the slides, add your voice to the presentation to explain the purpose of your plan in greater detail.
Step SEVEN: Complete Checklist for Submission
Before you submit, check to see if you believe you have met the criteria noted below.
Did you….
! Create a detailed scenario with guidelines/context for developing a new supplier qualification plan, which will ensure
components, materials, and suppliers meet specified requirements (e.g. regulatory, safety, reliability, and quality)?
! Conduct research and include appropriate citation of references within your deliverables?
! Create an outline of qualification plan.
! Create a qualification plan (based on the scenario developed) that outlines the specific steps you would take to hire a new
supplier and emphasizes SRM and CRM practices and processes?
! Create an outline of PowerPoint presentation.
! Create a PowerPoint presentation with supporting voice-over presenting your scenario and qualification plan that is directed at
company leadership?
Supplier Relationship Management Summative Assessment: Outline & Rubric
! Demonstrate APA academic writing and a sophisticated presentation of all material, displaying clarity, conciseness, and
correctness? Is your qualification plan double-spaced, using Times New Roman, 12-point font?
Step EIGHT: Submit Your Work
•
Your completed final assessment documents should be submitted through the Final Assessment page of your competency.
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
Scoring Rubric Summative Assessment:
Criterion
EMERGING (1)
DEVELOPING (2)
PROFICIENT (3)
EXEMPLARY (4)
Description of Scenario
The scenario does not
provide all of the required
information, as outlined in
the assignment description
under Step 2, or the
scenario is lacking a
sufficient amount of
information to inform the
qualification plan. Does
not include a detailed
description of the
business, a description of
the supplier sought, and
answers to the
competency-specific
questions.
The scenario provides
very little of the required
information, as outlined in
the assignment description
under Step 2. Does not
reflect all of the required
elements, including a
description of the
business, a description of
the supplier sought, and
answers to the
competency-specific
questions.
The scenario provides
most of the required
information, as outlined in
the assignment description
under Step 2, but it is
lacking detail, or some
information is missing.
May or may not reflect all
of the required elements,
including a description of
the business, a description
of the supplier sought, and
answers to the
competency-specific
questions.
The scenario provides all
of the required
information, as outlined in
the assignment
description under Step 2.
Includes a description of
the business, a
description of the supplier
sought, and answers to
the competency-specific
questions.
Research
Qualification plan
demonstrates lack of
analysis of resources and
materials in the
competency or outside
research related to SRM
and CRM. The
qualification plan does not
reflect answers to the
questions presented in
Step 1.
Qualification plan
demonstrates little
analysis of one to two
resources and materials in
the competency or outside
research related to SRM
and CRM. The
qualification reflects
research and does answer
some of the questions
presented in Step 1, but is
lacking some detail or
questions are not clearly
answered.
Qualification plan
demonstrates some
analysis of three resources
and materials in the
competency, as well as
outside research related to
SRM and CRM. The
qualification reflects
answers to some of the
questions presented in
Step 1. Includes most of
the following: a purpose
and benefits of SRM,
supplier qualifications, and
qualifying suppliers,
Qualification plan
demonstrates thorough
analysis of four or more
resources and materials
in the competency, as
well as outside research
related to SRM and CRM.
The qualification plan
reflects clear answers to
the questions presented
in Step 1. Includes a
purpose and benefits of
SRM, supplier
qualifications, and
qualifying suppliers,
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
qualification plan, and
purpose and benefits of
CRM and cultural values
and challenges of a global
supply chain.
qualification plan, and
purpose and benefits of
CRM and cultural values
and challenges of a
global supply chain.
Qualification Plan
Does not contain required
components (introduction,
body, and conclusion) and
their related requirements
as detailed in Step 3.
Contains some of the
required components
(introduction, body, and
conclusion) and their
related requirements as
detailed in Step 3, but is
incomplete detail.
Contains all required
components (introduction,
body, and conclusion) and
their related requirements
as detailed in Step 3, but
they are lacking some
detail.
Contains all required
components (introduction,
body, and conclusion) as
detailed in the guidelines
and their related
requirements as detailed
in Step 3.
Writing Mechanics
The paper lacks clarity and
may be confusing; too long
or short. Numerous errors
in spelling, grammar,
and/or punctuation.
Limited if any adherence
to APA standards.
The paper is somewhat
logical and well-written;
too long or short. Some
errors in spelling,
grammar, and/or
punctuation. APA
standards are somewhat
followed but with
numerous errors.
The paper is logical, wellwritten, and the required
length. There may be one
or two minor errors in
spelling, grammar, and/or
punctuation. APA
formatting standards are
followed with a few minor
errors.
The paper is logical, wellwritten, and the required
length. Spelling,
grammar, and
punctuation are accurate.
APA formatting standards
are followed; citations
and reference page is
correct.
PowerPoint Presentation
Does not highlight the key
points of the qualification
plan. Presentation does
not follow the same
organization of the
qualification plan—
introduction, details of the
qualification plan, and
conclusion.
Voiceover does not
accompany the
presentation.
Highlights some of the key
points of the qualification
plan. Presentation is
lacking organization and/or
some of the components
(introduction, details of the
qualification plan, and
conclusion) are missing or
are not covered
sufficiently.
Voiceover is muffled and
or unclear, but does
accompany the
presentation and explains
Highlights most of the key
points of the qualification
plan. Presentation follows
the same organization of
the qualification plan—
introduction, details of the
qualification plan, and
conclusion.
Clear, understandable
voiceover accompanies
the presentation and
explains the purpose of
the qualification plan.
Highlights all key points
of the qualification plan.
Presentation follows the
same organization of the
qualification plan—
introduction, details of the
qualification plan, and
conclusion.
Clear, understandable
voiceover accompanies
the presentation and
explains the purpose of
the qualification plan in
great detail.
Supplier Relationship Management Summative Assessment: Outline & Rubric
 
the purpose of the
qualification plan.