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Remember, at this stage in the process it is not clear if changing suppliers or altering processes will be necessary, but in a Strategic Sourcing initiative, those events should always be considered as possibilities. Change management is not always easy, but a project that is done inside a bubble with no involvement from others will typically fail if change becomes necessary. Reviewing and agreeing to a baseline with those involved often seems like an unnecessary step. After all, why would you present to them what they already know? But this initial step creates an easy win by demonstrating that you understand the category and that the process you are about to undertake will be an objective one.

Once you have obtained team agreement on a starting point, the Research phase of the project can begin.