Planning- Project Management Plan
- Change Management Plan
- Project Roadmap
- Scope Management Plan
- Requirements Management Plan
- Requirements Documentation
- Requirements raceability Matrix
- Project Scope Statement
- Work Breakdown Structure
- WBS Dictionary
- Schedule Management Plan
- Activity list
- Activity attributes
- Milestone list
- Network diagram
- Duration estimates
- Duration estimates worksheet
- Project schedule
- Cost management plan
- Cost estimates
- Cost estimating worksheet
- Cost baseline
- Quality management plan
- Quality metrics
- Responsibility assignment matrix (RAM)
- Resource management plan
- Team charter
- Resource requirements
- Resource breakdown structure
- Communications management plan
- Risk management plan
- Risk register
- Risk report
- Probability and impact assessment
- Probability and impact matrix
- Risk data sheet
- Procurement management plan
- Procurement strategy
- Source selection criteria
- Stakeholder engagement plan
Procurement strategy
The procurement strategy is a project document that describes information about specific procurements. Typical information includes:
- Delivery methods
- Contract types
- Procurement phases
The procurement strategy can receive information from:
- Project charter
- Stakeholder register
- Project roadmap
- Requirements documentation
- Requirements traceability matrix
- Scope baseline
- Milestone list
- Project schedule
- Resource management plan
- Resource requirements
It provides information to:
- Project schedule
- Project budget
- Quality management plan
- Risk register
The procurement strategy is an output from process 12.1 Plan Procurement Management in the PMBOK® Guide – Sixth Edition. It is developed once for each procurement when needed.
Tailoring tips
Consider the following tips to help tailor the procurement strategy to meet your needs:
- For a project that will be done using internal resources only, you do not need a procurement plan.
- For projects with few procurements consider combining this form with the procurement management plan.
- For simple purchases, or for purchases where you have worked with a vendor successfully for a length of time, you may not need a formal procurement strategy; rather you would record the information in a statement of work (SOW) that would be part of the contract.
- Work with the contracting or legal department to ensure compliance with organizational purchasing policies.
Alignment
The procurement strategy should be aligned and consistent with the following documents:
- Project charter
- Project roadmap
- Requirements documentation
- Requirements traceability matrix
- Schedule management plan
- Cost management plan
- Resource management plan
- Procurement management plan
| Document element | Description | |
| Delivery methods | Professional services | Describe how the contractor will work with the buyer; for example, in a joint venture, as a representative, with or without subcontract- ing allowed. |
| Construction services | Describe the limitations of delivery, such as design build, design bid build, etc. | |
| Contract types |
Describe the contract type, fixed, incentive, or award fees. Include the criteria associated with the fees. Common contract types include: Fixed Price: FFP – Firm Fixed Price FPIF – Fixed Price with Incentive Fee FP-EPA – Fixed Price with Economic Price Adjustment cost reimbursable: CPFF – Cost Plus Fixed Fee CPIF – Cost Plus Incentive Fee CPAF – Cost Plus Award Fee time and Materials (T&M) |
|
| Procurement phases | List the procurement phases, milestones, criteria to advance to the next phase, and tests or evaluations for each phase. Include any knowledge transfer requirements. | |
