Corporate Business Alliance

CBA-CPM · Study material

Contents

The complete contents of the CBA Certified Procurement & Supply Manager study material: every chapter and lesson, the reading time of each, and where the assessed workbooks fall. One lesson is open to read in full.

Lessons

108

Reading time

5 hours

Workbooks

19

Words

68,600

These figures are counted from the material itself. The reading time assumes a steady pace and no re-reading, and does not include the time spent building the workbooks.

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Read a complete lesson

Building a category strategy: objective, market view, route to market and review trigger, from Sourcing Strategy and Market Analysis, as a candidate reads it, slides included.

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Contents

7 chapters, 108 lessons. Lessons marked workbook carry a spreadsheet you build and submit, marked against the published tolerance. The award requires 4 of the 19 completed to that tolerance.

Introduction

1 lesson · 2 min

  1. CBA-CPM Study Guide2 min

01Sourcing Strategy and Market Analysis

16 lessons · 59 min

  1. What this chapter covers2 min
  2. Spend analysis comes before market analysis, and most of it is data hygiene8 min
  3. Segmentation by value and risk, and what each quadrant actually deservesworkbook3 min
  4. Reading a supply market: concentration, capacity, barriers and switching costsworkbook5 min
  5. Where the power actually sits, including the case where you have none3 min
  6. Make against buy2 min
  7. Aggregation, and the point at which it starts costing moneyworkbook3 min
  8. Sourcing options: single, dual, multiple and framework4 min
  9. Total cost of ownership against price3 min
  10. Pricing supply risk: the stock, the outage and the level that is actually optimal5 min
  11. Demand management: the only lever that needs nobody's agreement2 min
  12. Building a category strategy: objective, market view, route to market and review triggerFree4 min
  13. The route to market includes the price formula, and the price formula decides the award5 min
  14. Arriving at the negotiation with something left to trade4 min
  15. Common pitfalls4 min
  16. Chapter summary2 min

02Tendering and Supplier Selection

21 lessons · 58 min

  1. What this chapter covers2 min
  2. The question a reviewer will ask2 min
  3. Proportionality: choosing a process the spend can carry3 min
  4. Specification: input, output and outcome4 min
  5. Pre-qualification: selecting the bidder, not the bid3 min
  6. The document set, and why consistency is a commercial matter2 min
  7. Setting the evaluation criteria before the bids openworkbook2 min
  8. Price models and the exchange rate you are really settingworkbook4 min
  9. Scoring quality reliably: evidence, individual marks, then the room3 min
  10. Carrickmoor's challenged award: what actually went wrong4 min
  11. Whole-life cost inside the evaluationworkbook3 min
  12. Buying availability: what the tender can do about stock and outages4 min
  13. Clarification and negotiation: where the line sits2 min
  14. Abnormally low bidsworkbook3 min
  15. Thin markets and the planned negotiation4 min
  16. Award, standstill and debrief2 min
  17. Records: could a stranger rebuild your decision2 min
  18. E-sourcing: what the system does and does not do2 min
  19. Conflicts of interest2 min
  20. Common pitfalls3 min
  21. Chapter summary2 min

03Contract and Supplier Relationship Management

20 lessons · 49 min

  1. What this chapter covers2 min
  2. What happens to the money after signatureworkbook2 min
  3. Mobilisation: the handover from the people who bought it to the people who live with it3 min
  4. The obligations register, and the dates that manage themselves badlyworkbook2 min
  5. Calling off work under a live framework, and defending the award4 min
  6. Whole-life cost inside a live contract3 min
  7. Change control and variation2 min
  8. Measuring what you actually boughtworkbook2 min
  9. Service credits, and the price you have set for failureworkbook3 min
  10. Supplier segmentation: deciding who gets your attention3 min
  11. Relationship types, and the honest test of which one you are in2 min
  12. Governance: rhythm, escalation, and the joint review that does more than exchange complaints2 min
  13. Continuous improvement and gainshare2 min
  14. Benchmarking during a contract2 min
  15. Availability, stock, and who holds the risk3 min
  16. Renegotiating a live contract in a thin market4 min
  17. Handling disputes2 min
  18. Exit and transition2 min
  19. Common pitfalls2 min
  20. Chapter summary2 min

04Negotiation for Procurement Professionals

19 lessons · 49 min

  1. What this chapter covers2 min
  2. Negotiation is preparation, not performance2 min
  3. Interests and positions2 min
  4. Your own position: target, limit and BATNAworkbook2 min
  5. Where preparation earns its keep3 min
  6. Reading the other side's alternativesworkbook3 min
  7. The variables you are not using2 min
  8. The price model decides the deal before you speak4 min
  9. Negotiating at the end, after the levers are gone4 min
  10. Putting a price on service and lead time4 min
  11. The negotiation planworkbook5 min
  12. Distributive and integrative approaches2 min
  13. Tactics used against you2 min
  14. Behaviour: questions, listening, silence2 min
  15. The team, its roles and its authority2 min
  16. Recording what was agreed2 min
  17. The incumbent, and the relationship that must survive2 min
  18. Common pitfalls2 min
  19. Chapter summary2 min

05Inventory and Logistics Fundamentals

17 lessons · 53 min

  1. What this chapter covers2 min
  2. What inventory is for, and the three reasons it existsworkbook3 min
  3. Classification: value alone is a bad map, criticality alone is worse6 min
  4. Reorder point and reorder quantity: the arithmetic and where it breaksworkbook3 min
  5. Safety stock: variability, lead time and a service level you chooseworkbook6 min
  6. The service level is a decision, and an undifferentiated one is a bad decision3 min
  7. Slow-moving and obsolete stock, and the write-off nobody wants to take2 min
  8. Consignment and vendor-managed inventory, and the difference between them3 min
  9. Lead time, and what it is actually made of2 min
  10. Logistics fundamentals: modes, terms of delivery, and where title and risk pass3 min
  11. Warehousing basics: where stock sits, and whether the record is true2 min
  12. Supply chain visibility, and the three things it actually means2 min
  13. Resilience: buffer, redundancy and flexibility, priced against GBP 40,000 a day3 min
  14. Buying stock and logistics services defensibly5 min
  15. Negotiating the chemicals contract as an inventory problem3 min
  16. Common pitfalls3 min
  17. Chapter summary2 min

06Procurement Ethics, Sustainability and Risk

14 lessons · 53 min

  1. What this chapter covers2 min
  2. Conflicts of interest: the appearance is the damage5 min
  3. Fair treatment of bidders is a commercial interest, not a courtesy6 min
  4. Modern slavery and labour standards past tier oneworkbook4 min
  5. Sustainable procurement: the difference between a policy and a specification that buys it5 min
  6. Social value and supplier diversity3 min
  7. Identifying and assessing supply risk4 min
  8. Single points of failure and the contingency plan that named a dead supplierworkbook6 min
  9. Financial assessment of a supplier, and the signals that precede failure3 min
  10. Business continuity and exit planning2 min
  11. Fraud in procurement: the schemes and the controls that catch them3 min
  12. Reporting, escalation, and the safety of the person who raises a concern4 min
  13. Common pitfalls3 min
  14. Chapter summary3 min

What the material is

The study material is written to the discipline’s domains and learning objectives, chapter by chapter, with worked examples and unscored checks in the lessons and assessed workbooks where the level requires applied work. It does not contain a bank of practice questions matching the examination; the specimen paper shows the style and standard of the examination, with a written rationale for every option.

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