Materials Management Competencies Assessment

Improving Materials Management Competencies: Download the Self-Assessment Tool


To foster successful Materials Management Competencies, we have created a user-friendly survey-like questionnaire, the Materials Management Competencies Self Assessment tool in Excel. You can download and share this tool with your teams!


This Materials Management Competencies Self Assessment tool will serve as a guide to identify any gaps in your personal competency skill set or within your team, whether you are a Supply Chain Manager or Materials Manager.


To address any identified gaps in low-scoring Materials Management Competencies post-self-assessment, you can refer to and study the Top 5 Materials Management Books or read The Ultimate Guide to Inventory Planning Methods or The Complete Guide to Plan-For-Every-Part (PFEP). These eBooks will help you close the competency gaps effectively.


What is Materials Management?


Materials Management involves solving materials problems from a total company viewpoint by optimizing the coordination of various materials functions, establishing a communications network, and controlling materials flow.


The tool comprises 76 questions divided into the following 11 categories:


11 Components of Material Management Technical Competencies:


1. Strategic Sourcing and Purchasing:

Strategic sourcing and purchasing involve making calculated decisions to choose the right materials in the correct quantities and timing, including vendor and material selection.

2. Inventory Management:

Inventory management organizes stock control from manufacturing to distribution/warehouses and onward to sales locations.

3. Material Requirements Planning:

Material Requirements Planning schedules, plans, and controls inventory to dictate manufacturing processes in terms of required materials and product output.

4. Capacity Planning:

Capacity planning determines the number of products required to meet customer demands. Design capacity is the amount of product demand the organization can fulfill.

5. Process Planning:

Process planning uses technology to facilitate product manufacturing and meet organizational demands.

6. Demand Management and Forecasting:

Demand management forecasts the potential demand the organization will face, while forecasting predicts actual demand during a manufacturing cycle.

7. Sales and Operations Planning:

Sales and Operations Planning synchronizes the entire manufacturing process to ensure effective supply chain management.

8. Risk Management:

Risk management strategically manages manufacturing processes through static and dynamic materials control, maintaining profitability while minimizing production and inventory costs.

9. Supply Chain Continuity:

Supply chain continuity eliminates risks that could disrupt the production line and impact company performance.

10. Physical Distribution Management:

Physical Distribution Management streamlines processes after manufacturing, including transportation, packaging, customer service, and inventory control.

11. Supply Chain Resilience:

Supply chain resilience ensures the supply chain can handle major shocks while maintaining output and customer service.


This tool is designed for typical roles in Materials Management, including:


  • Materials Manager
  • Inventory Control Manager
  • Production Control Manager
  • Inventory Analyst
  • Material Planner
  • Expediter


The image below shows how the tool is designed.


Materials Management Competencies


You can also benefit from reading the Inventory Planning Guide and Excess & Obsolete Inventory Policy, which we have put together as a discounted package!


Furthermore, if your country doesn't allow PayPal, you can download this tool from here.

** Lambert, M. D; Stock, R.J; Ellram, M.L. (1998), Fundamentals of Logistics Management, McGraw-Hill, Singapore.

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1 Materials Management Competencies Self Assessment Tool 92.09 KB
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