sourcing-strategy

Generates a per-event sourcing strategy memo covering mode, bid floor, scoring weights, timeline, and governance.

4|2|Updated May 13, 2026
One-click install
npx skills add https://github.com/BoardAI/vallor-plugins --skill sourcing-strategy-boardai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: sourcing-strategy
Source: https://github.com/BoardAI/vallor-plugins/tree/main/vallor/skills/sourcing-strategy
Command: npx skills add https://github.com/BoardAI/vallor-plugins --skill sourcing-strategy-boardai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Procurement teams often launch RFQs and RFPs without a written, approved plan, leading to inconsistent incumbent treatment, ad-hoc scoring weights, and missed milestones. This Skill turns a category strategy into a concrete, event-specific sourcing plan with defined suppliers, timelines, and governance. ## Core Features & Use Cases - Sourcing Mode Selection: Recommends RFI→RFP, direct RFQ, negotiation-only, or reverse auction based on market structure, timeline, and dollars at stake. - Incumbent Treatment & Bid Floor: Decides whether and how to invite the incumbent, and builds the invited-supplier list with disqualifiers. - Event-Specific Scoring & TCO: Overrides default evaluation weights and defines the total-cost-of-ownership drivers used in scoring. - Timeline, Governance & Risk Register: Produces milestone tables, approval authority, communication plans, and a risk register. - Use Case: Before launching a competitive event for cloud infrastructure, generate a signed-off sourcing strategy memo that specifies the mode, bidder list, scoring weights, and award timeline. ## Quick Start Ask the assistant to create a sourcing strategy for your category or event, for example by saying: build a sourcing strategy for cloud infrastructure FY26 using reverse auction mode.

Frequently Asked Questions about sourcing-strategy

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I decide between an RFP, direct RFQ, and negotiation-only sourcing?

The sourcing strategy memo recommends a mode based on market structure, supplier base, timeline, and dollars at stake. Competitive markets with multiple qualified suppliers favor RFI-to-RFP or reverse auction, while strong incumbents or urgent timelines favor negotiation-only.

How do I plan a sourcing event for a specific category?

Provide the category or event name and optionally a mode flag such as --mode reverse-auction. The Skill loads your category strategy and practice profile, asks calibration questions about incumbent strength and savings targets, then produces a full sourcing strategy memo.

Should the incumbent supplier be invited to a competitive bid?

The memo evaluates four options: invite on normal terms, invite with a market-testing heads-up, negotiate first and bid only if targets are missed, or exclude entirely. The choice depends on incumbent strength and is documented with rationale and a communication plan.

What scoring weights should I use to evaluate supplier bids?

Default weights are capability 30%, technical/quality 25%, supply chain 20%, TCO 15%, and partnership 10%, pulled from the practice profile. The memo lets you override weights per event and requires documented rationale when they differ materially.

When should I not run a competitive sourcing event?

Avoid competitive events when timelines are under four weeks, the supplier base lacks qualified alternatives, or switching costs exceed expected savings. In those cases the negotiation-only mode with the incumbent is the recommended approach.