Refresh approach

An updated review of a recently completed assessment can be conducted rapidly and with limited resources. A refresh assessment consolidates analysis of historic reports and current performance reviews.

In this section you will learn:

  • The actions, benefits, tools, timelines and steps required for the refresh approach
  • The four steps to run a refresh assessment of a country supply chain
  • The workshop process for the refresh approach

The refresh approach at a glance


Review all data and outcomes of the recent supply chain studies and assessments — optional to run an update of in-country supply chain mapping, flows of product/information; review of core functional KPIs.


Provides rapid response to identify an outsourcing need/opportunity with low application of resources in a reduced time-frame.

Supporting tools:

The refresh approach can leverage and perform a supply chain mapping initiative to get an updated supply chain view.

Estimated timeline:

8-10 weeks

There are four steps to undertaking a refresh approach:

Step 1:

Preparation and data collection

  • Cross-functional working group formed including project initiation and charter, objectives, scope.
  • Develop the project workplan, timeline and assign roles and responsibilities.
  • Source and review recent supply chain assessment studies and internal reporting.
  • This could include supply chain mapping studies, capability maturity model reports and documents, key performance indicator (KPI) analysis, existing KPIs and/or operational reviews.

Two weeks

Step 2:

Collate and review data

  • Review all data and outcomes of the recent studies and assessments including functional maturity scores.
  • Optional update of in-country supply chain mapping, stakeholders and flows of product / information.
  • Collation of existing data outcomes and reports.
  • Survey data, supply chain mapping reviews updated / checked.

Two weeks

Step 3:

Data analysis and findings

  • Review and thorough analysis of core functional KPIs against strategic goals / objectives.
  • Deep analysis of functional scores including geographic performance, bar-charts, dashboards consolidated and prepared ahead of debrief sessions.
  • Key findings report prepared.
  • High-level performance gaps and opportunities identified.

Three weeks

Step 4:

Reporting and dissemination

  • Executive summaries completed and distributed to key stakeholders - documented results, scores of capability maturity model, supply chain mapping, KPI analysis.
  • Stakeholder workshop held to review all data outputs and key findings of the assessment.
  • Gaps and opportunities identified and agreed.
  • Sign-off for further evaluation of outsourcing.

One week

Workshop process for the refresh approach

If you would like to undertake a refresh approach, you can use the following three-part workshop process.

1. Historic performance review

Gather scores from recent supply chain assessment reports, studies to review.

Outcome: assessment findings reviewed and debated. Any gaps identified.

2. Current performance review

Analyse core functional KPI / current performance reports.

Outcome: core supply chain KPIs analysed and assessed.

3. Group alignment to findings

Consolidate supply chain findings and assessment outcomes.

Outcome: gaps/opportunities identified. Next steps defined.