Project Meetings
Roles and Responsibilities
Ownership
Policy
Company Values
100

This meeting happens weekly with just the Procurement Operations team assigned to a specific client.  

What is Internal Client Meeting?  

100

Builds the communication templates for a project.  

Who is the Associate?  

100
Builds the Supplier Enablement Accelerator.  

Who is Coupa?  

100

This policy is violated if one falsely represents their time in Mavenlink.  

What is the Code of Conduct?   

100

Contributes to meeting team deadlines and responsibilities, listens to others and values opinions, and helps the team achieve goals. Promotes a cooperative team. Together Everyone Achieves More.

What is Teamwork?  

200

This is a weekly meeting involving the client.  It is typically lead by a Spec 2 and is the platform for sharing progress updates, and generally workshopping SE efforts.  

What is the SE Status Call?  

200

Leads the Client SE Status call.  

Who is the Specialist 2?  

200

Builds the Supplier Enablement Strategy Guide.  

Who is Proc Ops?  

200

This policy is violated by not working in office on your 2 scheduled in office days.  

What is the In-Office Policy?  

200

Genuine, independent, consistent, honest, ethical and willing to speak up.

What is Integrity?  

300

This meeting signifies the start of a project.  It typically covers a brief introduction of all work streams on a project and the leaders of those work streams.  

What is The Project Kickoff Call?  

300

Leads the SE Analysis Call.  

Who is the Senior Team Lead?  

300

Maps UNSPSC's to commodities.  

Who is the Client?  

300

BRAM is the functioning process of this policy.  

What is the Employee Disciplinary Actions Policy.  

300

Establishes and achieves goals. Including planning, executing, evaluating, and reflecting. Demonstrates ownership of your own growth and development.

What is Growth?  

400

This meeting takes a deep dive into the clients spend data and is led by Coupa.  Included on the call are both the Client as well as Proc Ops.  

What is the Coupa Supplier Enablement Accelerator Call?  

400

Delivers the SE Playbook.  

Who is the Specialist 2.  

400

Is responsible for Vcard implementation.  

Who is Coupa Pay?  

400

Disrespectful behavior towards another member of the team is a violation of this policy.  

What is the Anti-Harassment Policy?  

400

Approaches things from a value and efficiency perspective.

What is ValueSkate?  

500

This meeting is hosted by the project team, it is a general touch base on all the various work streams on the project.  Each work stream has their own slides.

What is the Project Status Call?  

500

Leads the Project Kickoff Call.  

Who is the Project Manager on Project Team.  

500

Validates the successful reception of PO's?  

Who is the Supplier?  

500

Disclosing confidential information or trade secrets to anyone outside of The Shelby Group without appropriate authorization is a violation of this policy.  

What is the Confidentiality Policy?  

500

Understanding and empathizing with the perspective of your internal clients.  Including how your work impacts others, and how you help others succeed and move forward.

What is Client Orientation?  

M
e
n
u