Initiate Category Review
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Category Governance
Category Governance covers the tools to facilitate the creation of the category strategy and manage its progress through the sourcing process. They are particularly valuable at the start of the process prior to Decision Gate 1 and during key meetings.
Activities
- Identify & review category group plann
- Consider change management aspects of the category review
- Draft category charter & identify stakeholders & category review sponsor
- Agree category charter with sponsor
- Establish category review governance & recruit team members
- Determine category type, select process steps and draft category review plan

Key Meetings
Category governance tools support the meetings that take place throughout the process.
Category Kick-off Meeting
Category review kick-off meetings act as a launch pad for the project and introduce the team to the purpose, scope, and roles.
Activities
- Agree team roles & responsibilities
- Confirm who is to support, lead or drive the category review
- Confirm Category charter
- Share category, supplier & supply market information
- Identify quick win opportunities
- Log opportunities in the value lever analysis
- Discuss supplier conditioning
- Finalise high level category review plan
- Create stakeholder engagement plan
- Confirm action plan plus research & analysis responsibilities

Key Meetings
The category review pre kick -off and kick-off meetings are key meetings. They should be action orientated with all team members contributing information and ideas.
