Potomac Forum The Forum of Choice for Government & Industry Training Since 1982

The Forum of Choice for Government & Industry Training Since 1982

Category Management in Government Workshop: Principles and Practices in Implementing OMB Memo M-19-13

What Government Executives, Managers, and Staff Need to Know to Fine Tune or Develop an Effective Category Management Program and Better Understand and Implement the OMB Guidance.

Tuesday, May 21, 2019

This workshop is for government employees only to permit candid discussion. Industry and Press are Not Invited to attend

Government Keynote Speakers 

 

Jennifer Kuk
IT Category Management Specialist
Office of Federal Procurement Policy 

Office of Management and Budget (OMB)
 

Stacy Riggs 

Director
Government-wide Category Management Program Management Office
Office of Enterprise Strategy Management Federal Acquisition Service
General Services Administration

 

 

 

This workshop is for government employees only to permit candid discussion. Industry and Press are Not Invited to attend:  

Tuesday, May 21, 2019

Meeting Location: 
Willard InterContinental Hotel

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004
United States

Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.

Overview: 

This Potomac Forum Training Workshop will help you develop or fine tune the expertise needed to align your organization with key category management principles, and begin executing key category management actions defined in the OMB M-19-13 Category Management: Making Smarter Use of Common Contract Solutions and Practices. Learn how to better manage your organization by applying category management principles, processes, and tools from subject matter experts with proven experience implementing change in government organizations successfully.

What You Will Learn: 

·         How category management practices enhances the traditional approach to procurement operations

·         How to apply key principles of category management and the category management lifecycle

·         What actions to take for the OMB M-19-13 Category Management: Making Smarter Use of Common Contract Solutions and Practices

·         How to apply category planning, vendor management, demand management, data analytics, and workforce development in category management 

Why You Should Attend: 

·         OMB has renewed its commitment to implementing category management through the release of OMB M-19-13 Category Management: Making Smarter Use of Common Contract Solutions and Practices, which impacts Agency processes and performance metrics

·         Category management principles delivers savings, value, and efficiency for Agencies, and eliminates contract redundancies

·         Category management helps Agencies meet key performance indicators, including small business goals and spend under management. 

Who Should Attend: 

·         Procurement Executives

·         Category Managers

·         Contracting Officers

·         Contracting Officer Representatives

·         Best-In-Class Solution Owners

·         Supply Chain Professionals

·         Chief Acquisition/Procurement Officers and Staff

·         Chief Information Officers and Staff

·         Chief Financial Officers and Staff

·         Chief Operating Officers and Staff

·         Inspector General and Staff

·         Agency Executive Management and staff involved in implementing OMB M-19-13 Category Management: Making Smarter Use of Common Contract Solutions and Practices.

Format: 

Instructor-based training; speakers from federal government; group interactive exercise(s) to fine tune knowledge of Category Management for multiple perspective 

Agenda: 

7:30 am – 

Registration and Continental Breakfast

8:30 am 

Welcome Workshop Agenda, Objectives, and Class Expectations

Art Chantker, President, Potomac Forum, Ltd

8:45 am 

Government-wide Perspective on Category Management

Jennifer Kuk, IT Category Management Specialist, Office of Federal Procurement Policy, Office of Management and Budget (OMB)

9:15 am 

Public Sector Application of Category Management: Setting the Foundation

  • Define category management and explain its impact on agencies
  • Describe the evolution of category management in the public sector
  • Introduce the OMB M-19-13 Category Management: Making Smarter Use of Common Contract Solutions and Practices
  • Identify core business processes and key performance indicators for a category management program

Eric Heffernan, Principal, Grant Thornton

10:00 am

Refreshment Break

10:15 am

Category Management Plans: Establishing Category Initiatives

  • Explain how to evaluate agency performance against key metrics and identify opportunities for improvement 
  • Explain how to develop Category Plans with targeted initiatives
  • Discuss the process and decisions for developing a balanced category portfolio

Meredith Bodkin, Senior Manager, Grant Thornton

11:00 am

Vendor Management: Building Relationships to Access Innovation

  • Introduce vendor management processes
  • Explain how to analyze vendors and segment the supplier base to develop a Vendor Management Plan
  • Discuss how to conduct vendor engagement, outreach, and communication

Katie Knapp, Senior Associate, Grant Thornton

11:30 am

Hosted Working Lunch
(Structured discussion among students on Category Management topic to be announced at the Workshop)

12:30 pm

Implementation of Category Management Across the Federal Government: Initiatives and Tools

Stacy Riggs, Executive Director for the Government-wide Category Management Program Management Office

1:15 pm 

Demand Management: Driving Effective Buying Strategies

  • Introduce demand management processes
  • Explain how to analyze demand and buyers to develop a demand management strategy
     

Eric Heffernan, Principal, Grant Thornton

1:45 pm 

Refreshment Break

2:00 pm 

Data Analytics: Using Market Intelligence to Influence Spend

  • Demonstrate how to use data analytics to manage spend and build a Category Plan
  • Discuss how to design and implement spend analysis process with supporting guidance
     

Meredith Bodkin, Senior Manager, Grant Thornton

2:30 pm 

Workforce Development: Transforming Procurement Roles

  • Discuss the roles that are changing as a result of category management and the OMB Category Management Memo
  • Discuss traditional procurement versus the category management role
  • Discuss training, development, upskilling, and reskilling of existing workforce, and potential tools for workforce development

Matthew Pietrowski, Senior Manager, Grant Thornton

3:00 pm

Refreshment Break

3:15 pm

Interactive Workshop: Discussion of the Five OMB Actions and Enablement & Execution Steps Within Your Agencies

  • Discuss the five OMB Category Memo actions
  • Discuss first-hand experiences with Agencies
  • Discuss lessons learned
  • Brainstorm opportunities to execute against the five OMB Category Memo actions

Participant-led discussion

4:00 pm

Critical Success Factors & Wrap-up

  • Discuss cross-functional partnerships needed for success
  • Opportunity to discuss overall questions and answers

Eric Heffernan, Principal, Grant Thornton

4:30

Wrap Up and Workshop Concludes 

 

Registration Information: 

 

Early Bird Registration Fee

May 10, 2019

Registration Fee

After May 10, 2019

Government Employees:
(Federal, State or Local Government Issued ID)
$795

 

 

$895

Team “Learn Together” Rate: 

3rd  person (and all other subsequent group members) from same office receives a $200 reduction off their registration,

All Day Refreshments, breakfast and Hosted Luncheon

Guest Speakers: 

Jennifer Kuk

IT Category Management Specialist
Office of Federal Procurement Policy
Office of Management and Budget  (OMB)

 

 

Jennifer Kuk is the IT Category Management Specialist in the Office of Federal Procurement Policy, Office of Management and Budget. In this role, Ms. Kuk supports the government-wide IT Category Management activities for the nearly $50 billion in IT spending, including subcategories such as hardware, software, telecommunications, and related goods and services with the goals of improving coordination across federal agencies, streamlining the IT acquisition process, and achieving significant efficiencies and cost savings. Ms. Kuk also supports the implementation of the Federal Information Technology Acquisition Reform (FITARA), which gives agency Chief Information Officers (CIOs) more authority over the budget, governance, and personnel processes for agency IT investments and provide areas of opportunity for greater collaboration and reduction of duplication. Ms. Kuk received her Bachelor of Arts (BA) degree in Political Science and Sociology from the University of California, Los Angeles and Masters of Public Administration (MPA) from the Maxwell School of Citizenship and Public Affairs at Syracuse University.

Stacey Barley Riggs

Director
Government-wide Category Management Program Management Office
Office of Enterprise Strategy Management Federal Acquisition Service
General Services Administration

 

 

Stacy Barley Riggs is the Director of the Government-wide Category Management Program Management Office (PMO) in the Federal Acquisition Service’s Office of Enterprise Strategy Management (QP). In this position, she leads the operations of the PMO that support the 10 category managers and their teams through data analytics, execution of initiatives defined in the category strategy plans and outreach and engagement with stakeholders, agencies and industry. Ms. Riggs has spent the majority of her 30 year career leading highly visible and cross-cutting initiatives in the Federal IT, acquisition and finance communities. She was previously the Associate CIO for Planning and Execution in GSA IT; the Executive Director of the Financial System Integration Office (FSIO) and the Financial Management Line of Business (FMLoB) and the Deputy Director for the Office of Information, Integrity and Access under GSA’s Office of Government-wide Policy and the Chief Financial Officer for the Federal Technology Service’s (FTS) Office of Assisted Acquisitions. In addition to her GSA roles, Ms. Riggs has been the CFO at the US Holocaust Memorial Museum and Commerce’s Economic Development Administration; the Chief of Staff to the USDA CIO; and the Deputy Associate CIO for the Office of Infrastructure Management and the Office of Policy and Planning, both within USDA’s Office of the CIO.

Eric Heffernan

Principal,

Grant Thornton Global Public Sector

 

Eric Heffernan brings more than 14 years of combined consulting experience in the federal space. He has significant experience in the areas of organizational transformation, human capital management and sourcing operations. He has served clients from across government, including the Department of Transportation, Pension Benefit Guarantee Corporation, General Services Administration, Department of Commerce, Department of Energy and the Department of Defense. Heffernan has trained hundreds of federal employees and industry professionals in critical areas of the federal procurement process through industry outlets such as the Potomac Forum. He also is the primary author of the Professional Services Council and Grant Thornton biannual survey of federal acquisition executives, which examines the critical challenges facing acquisition executives.

Meredith Bodkin

Senior Manager

Grant Thornton

 

 

More than 10 years or experience leading transformation efforts at GSA, DHS, Federal Aviation Administration (FAA), Department of Interior (DOI), and Veteran’s Affairs (VA). Serves as a thought leader in government application of category management principles, having presented for the National Contract Management Association (NCMA) World Congress conference and co-authored an article on the topic in Federal Computer Week. Currently, leads the Grant Thornton’s GSA Office of Personnel Management (OPM) Merger, Office of Government-wide Policy (OGP) Federal Data Strategy, CXO Consolidation projects, and previously led the implementation of category management as GSA Office of Information Technology Category (ITC).

Katie Knapp

Senior Associate

Grant Thornton

 

 

Six years of experience leading and supporting engagements in Grant Thornton’s Organization Transformation practice area. Supported GSA ITC in full-scale transformation effort to design and operationalize the IT category management operating model. Lead an organizational assessment of DHS Strategic Sourcing Program Office’s (SSPO) ability to implement a category management operating model, and designed SSPO’s category management operating model and supplier management function.

Currently, leads Grant Thornton’s Category Management Center of Excellence (CoE), and has designed and facilitated category management training at GSA and Grant Thornton. 

Gavin Terpilowski

Senior Associate

Grant Thornton

 

 

More than 3 years’ of experience in Grant Thornton’s Organization Transformation practice area.

Supported GSA ITC’s in full-scale transformation effort to operationalize the IT category management operating model, designing the data analytics processes for the organization. Currently, supports Grant Thornton’s Category Management CoE, designing and facilitating category management training sessions with Grant Thornton personnel.Six years of experience leading and supporting engagements in Grant Thornton’s Organization Transformation practice area. Supported GSA ITC in full-scale transformation effort to design and operationalize the IT category management operating model. Lead an organizational assessment of DHS Strategic Sourcing Program Office’s (SSPO) ability to implement a category management operating model, and designed SSPO’s category management operating model and supplier management function. Currently, leads Grant Thornton’s Category Management Center of Excellence (CoE), and has designed and facilitated category management training at GSA and Grant Thornton. 

Cancellation Policy: 

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

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