Welcome!

December Dinner Pre-Meet

December 12, 2013

Tonight’s Topic

Certified Professional in Supplier Diversity

Presented by:

Kathleen Allen, CPSMISM WW Vice President

ISM-WW Mission & Vision

Mission Statement:ISM-WW serves as a center of excellence in the growth and advancement of world class supply management professionals by providing continuous education, leadership development and networking opportunities in a diverse environment.

Vision Statement:ISM-WW strives to become the resource of choice for supply management professionals seeking excellence and promoting best-in-class standards.

Core Values:Excellence Integrity LeadershipKnowledge Professionalism Ethical BehaviorContinuous Improvement Membership Fulfillment and Development

Agenda

- Introductions- CPSD Overview- CPSD Eligibility- CPSD Exam Content

~ Test Cost and Requirements~ Content by Module

- Study Materials~ ISM Supplied Materials~ LinkedIn CSPD Group

-CEHs and Upcoming Events- Questions/Feedback

Introductions

-Your Name-Background-ISM WW Member?-Why You Are Interested in the CPSD™

What is the CPSD™?

The Certified Professional in Supplier Diversity® (CPSD™) is a professional designation for supply professionals who demonstrate knowledge, skills and expertise in supplier diversity. The CPSD™ is also for business professionals with responsibility for strategic diversity initiatives. This professional designation demonstrates to colleagues, suppliers and customers that you are serious about helping your organization and diverse suppliers succeed. This designation also delivers added value to business leaders and other team leaders who participate in the development of diverse supplier initiatives within the organization. The CPSD™ is supported by various diversity organizations.

Why should you pursue this designation?

You need to speak, and understand, the language of purchasing and supply chain to provide a solid business case for diverse suppliers. The CPSD™ demonstrates you have an understanding of procurement and the entire supply chain, not just supplier diversity. It proves you can lead a comprehensive supplier diversity program. This professional designation demonstrates to your employer, your colleagues, your suppliers and even your customers that you are serious about helping diverse suppliers and your organization succeed.

CPSD™ Eligibility

• Successfully pass the CPSD™ Exam.• Successfully pass Exam 1 of the Certified

Professional in Supply Management® (CPSM®). This requirement is waived if the candidate holds a current C.P.M. or CPSM.

• Minimum of five years professional (non-clerical, non-support) supplier diversity or supply management experience (does not need to be primary function), OR three years of professional (non-clerical, non-support) supplier diversity or supply management experience IF the candidate has a bachelor's degree from a regionally accredited college or university (or international equivalent).

The CPSD™ Exam Content• Exam covers the major areas of supplier diversity and

supply management.

• CPSD™ Exam — Certified Professional in Supplier Diversity®

CPSD™ Exam Specification— Details what you are tested on.120 questions, 2 hours test timePolicies and Planning | Sourcing/Supplier Development | Finance/Budgeting | Metrics/Oversight | Training and Development | Advocacy/Marketing/Outreach

• Exam fee: USD $199 per exam ISM members / USD $299 per exam nonmembers.

The CPSD™ Exam ContentA. POLICIES AND PLANNING

SD-A-1 Develop, implement and integrate short-term and long-term supplier diversity programs and initiatives in congruence with organization objectives. 1. Goal setting 2. Methods to capture supplier diversity data 3. Benchmarking best practices 4. Market analysis 5. Technological skills 6. SWOT analysis 7. Elements of a strategic supply plan 8. Elements of an operating plan

a. Forecasts b. Budget c. Staffing plan d. Metrics

The CPSD™ Exam ContentA. POLICIES AND PLANNING

SD-A-2 Integrate supplier diversity programs with other corporate

diversity and business initiatives. 1. Organizational strategic goals (from board of directors or

CEO, to the entire enterprise) 2. Cross-functional teams 3. Supplier diversity councils 4. Ethical issues 5. ISM Principles of Social Responsibility and audit 6. Financial impact 7. Risk/benefit to the business

The CPSD™ Exam ContentA. POLICIES AND PLANNING

SD-A-3 Consult with and advise senior management on developing and integrating strategies into business practices with diverse suppliers.

1. Negotiation skills 2. Methods of communication 3. Project management 4. Budget analysis 5. Strategic planning 6. Strategic alliances 7. Supply management organization mission, processes,

capabilities 8. Corporate process and organizational dynamics 9. Influence 10. Internal negotiations and synergies

The CPSD™ Exam Content

A.POLICIES AND PLANNING

SD-A-4 Consult with and advise stakeholders on developing and integrating supplier diversity initiatives into business practices and identifying new opportunities for diverse suppliers.

1. Proposal process 2. Matchmaking events 3. New and emerging markets

The CPSD™ Exam Content

A. POLICIES AND PLANNING

SD-A-5 Integrate supplier diversity in organization mission, vision and commitment statements or the overall business strategy.

1. Vision/mission statement 2. Executive buy-in 3. Short- and long-range plans 4. Organization accountability 5. Gantt chart 6. Public relation skills/policies 7. Cost/benefit analysis

The CPSD™ Exam ContentA. POLICIES AND PLANNING

SD-A-6 Develop and manage relationships with internal teams. 1. Span of influence 2. Feedback techniques 3. Confidentiality 4. Meeting dynamics 5. Organizational functional requirements 6. Concepts of a supply management department 7. Internal organization conditions related to sourcing strategies

a. Operational strategies b. Financial strategies c. Marketing strategies d. Supply strategies e. Technology strategiesf. Market analysisg. Communication Plan

The CPSD™ Exam ContentB. SOURCING/SUPPLIER DEVELOPMENT

SD-B-1 Develop strategies and procedures for integrating diverse

suppliers into the strategic sourcing process. 1. Supplier certification process 2. Supplier scorecard 3. Outreach and marketing plans 4. Business strategies 5. Economic and market forces 6. Concepts of a supply management department

process

The CPSD™ Exam ContentB. SOURCING/SUPPLIER DEVELOPMENT

SD-B-2 Recommend and qualify diverse suppliers to the sourcing team.

1. Supplier certifications 2. Referral process 3. Best practices 4. Contract modifications

The CPSD™ Exam ContentB. SOURCING/SUPPLIER DEVELOPMENT

SD-B-3 Develop and maintain successful relationships with diverse

suppliers, which could include resources, coaching and mentoring.

1. Mentor-protégé program 2. Sponsorship 3. Supplier recognition and awards 4. Strategic sourcing team

a. Intellectual capital b. Capacity building/access

The CPSD™ Exam ContentB. SOURCING/SUPPLIER DEVELOPMENT

SD-B-4 Establish internal qualifications and create systems for

screening diverse businesses. 1. Data evaluation and analysis 2. Third-party certification organizations 3. Central Contractor Registration (CCR) 4. Small Business Administration 5. Diverse chambers of commerce 6. State/local diverse business enterprise programs 7. Global initiatives

The CPSD™ Exam ContentB. SOURCING/SUPPLIER DEVELOPMENT

SD-B-5 Monitor new and existing business, contracts and bidding schedules in an effort to identify opportunities for diverse suppliers.

1. Proposal process 2. Contract expirations 3. Internal sourcing teams 4. Bidding schedules 5. Spend analysis

The CPSD™ Exam ContentB. SOURCING/SUPPLIER DEVELOPMENT

SD-B-6 Identify and attend industry-related conferences and other functions to source qualified diverse suppliers.

1. Internal/external opportunity fairs 2. Strategic outreach efforts 3. Small business conferences 4. Professional sourcing services

The CPSD™ Exam ContentC. FINANCE/BUDGETING

SD-C-1 Define and justify return on investment (ROI) for supplier

diversity programs to appropriate stakeholders. 1. Basic financial reporting 2. Forecasting a. Spend analysis b. Cost savings analysis 3. Establish and effectively communicate business case 4. Benchmarking 5. Customer compliance reporting

The CPSD™ Exam ContentC. FINANCE/BUDGETING

SD-C-2 Establish annual diverse spend goals and targets.

1. Goal setting a. By category b. By business unit 2. Projections 3. Monitoring performance 4. Statement of work (SOW) 5. Industry analysis

The CPSD™ Exam ContentC. FINANCE/BUDGETING

SD-C-3 Develop budget and financial support for organization diversity initiatives.

1. Purpose of a budget 2. Steps in budgeting 3. Types of budgets 4. Budget management

The CPSD™ Exam ContentD. METRICS/OVERSIGHT

SD-D-1 Design, install and maintain metrics to measure and report the performance of diverse suppliers throughout the sourcing process.

1. Regulatory requirements for records management 2. Domestic and international regulatory requirements a. Local issues/requirements b. Government definition of “diverse” 3. Organizational financial reporting policies 4. Metric software/tools 5. Reporting requirements

The CPSD™ Exam ContentD. METRICS/OVERSIGHT

SD-D-2 Monitor progress toward meeting goals and objectives and measuring success, and recommend directional changes or actions. 1. Legal aspects of various supplier diversity processes

a. Uniform Commercial Code (UCC) b. Antitrust and Trade Regulation c. Regulation of federal procurement and public projects

i. Federal Acquisition Regulations (FAR) ii. Small Business Act

d. Regulation of international commerce e. Sarbanes-Oxley (SOX)

2. Agency regulations/rulings (industry-specific) 3. Other related country/federal/state/local laws 4. Corrective action process 5. Growth assessment 6. Surveys

The CPSD™ Exam ContentE. TRAINING AND DEVELOPMENT

SD-E-1 Provide training on diverse supplier sourcing principles, including organizational and government requirements. 1. Supplier diversity business case 2. Gap analysis 3. Federal Acquisition Regulations (FAR) requirements 4. State and local procurement requirements 5. Compliance metrics 6. Best practices and trends 7. How to integrate supplier diversity into sourcing process 8. Design and implement training programs

a. Orientation b. On the job c. Classroom/web training/self-paced

The CPSD™ Exam ContentE. TRAINING AND DEVELOPMENT

SD-E-2 Provide training on procurement processes and business

development to diverse suppliers. 1. Organizational procurement policies and

procedures (e.g., RFx, contracting, etc.) 2. Business development training

The CPSD™ Exam ContentF. ADVOCACY/MARKETING/OUTREACH

SD-F-1 Develop communication plan, marketing tools and rewards/recognition systems to promote supplier diversity.

1. Online vehicle (intranet, external website, social networking, etc.) 2. Printed materials (e.g., annual reports) 3. Promotional items 4. Awards 5. Recipients of communications

a. Senior management b. Internal customers c. Suppliers d. Community organizations e. Other stakeholders

The CPSD™ Exam ContentF. ADVOCACY/MARKETING/OUTREACH

SD-F-2 Plan, organize, conduct and participate in organization-sponsored diversity presentations and events.

1. Presentation skills 2. Event planning 3. Professional representation/spokesperson skills 4. Professional and trade associations

How to Study for the CPSD™ Exam

CPSD™ Exam Review Self-Study Workbook

Product DescriptionThis self-study workbook provides an overview of the material covered on the Certified Professional in Supplier Diversity Exam, using resource articles, case studies and supplemental content developed by subject matter experts. There is a post test with justifications to evaluate your increased knowledge.

• Note: This workbook is equivalent to the CPSD™ Online Review Course.

CPSD™ LinkedIn Group

LinkedIn has an ISM Group dedicated to CPSD information.

This group is maintained/sponsored by ISM National.

How to maintain the CPSD™

CPSD™ qualifications are valid for a three year period from the date of issue. Individuals with these certifications should submit a recertification application with proof of continuing education hours completed within the 60 days prior to the expiration date. To maintain a CPSD™, it is required to earn 60 Continuing Education Hours within a period of three years from the date of issue. CEHs may be combined with those needed to maintain a CPSM®.

Continuing Education Hours

The ISM-WW affiliate offers a variety of options to earn CEHs. Following are the options currently offered for the 2013-2014 calendar year.

Monthly Dinner Meetings

ISM-WW monthly dinner meetings offer a fantastic lineup of professional development speakers on topics highly relevant to today's supply chain issues. These dinner meetings are a great way to expand your knowledge of supply chain related topics as well as network with other supply chain professionals. Both members and non-members are welcome at the monthly dinner meetings (members receive a discounted price). Please check out our lineup of speakers for 2014. You won't want to miss these! (1 CEH)

January Economic Panel

January 9th, 2014 / 5:00 – 8:00 PMMuseum of Flight*Earn 2.0 CEHs*

For a complete list of events and details, go to www.ismww.org or pick up a copy of the Calendar of Events.

Networking Nights/Roundtable Discussions

ISM-WW Networking Nights feature roundtable discussions about current supply chain topics. ISM-WW members attending one hour of discussion will earn 0.5 CEHs. The best part is that this will remain a free event for everyone. In addition, there will be time to expand your professional circle and network with others. Check out the line-up of topics and locations for the 2014 year! (0.5 CEH)

March Conference

Earn 7 CEH

MODERN STRATEGIES: How We Work

March 6th, 2014McCaw Hall at Seattle Center

Volunteering!

ISM-WW is always seeking volunteers to donate their time and talents to the organization. Tasks vary from simple administrative jobs that may take just an hour or two to taking on larger commitments such as leading a study group or taking on a role as one of ISM- WW's Board of Directors. Volunteering is a great way to build leadership skills, meet new people and give back to the supply chain profession. If you are interested in volunteering, please contact one of ISM-WW's Board of Directors to find out more. (CEHs vary)

Questions?Discussion.

December 12, 2013

Thank You for Attending!

December Dinner Pre-Meet

December 12, 2013