Field notes

Category boards that survive an annual planning meeting

Annual planning in enterprise procurement often fails when the spend picture is either too coarse or too busy. A single pie of top vendors does not tell a category manager why maverick channels grew. A wall of twenty charts does not leave room for decisions.

Build three boards per priority category: concentration (who holds the spend), channel (contracted versus spot), and timing (how spend lands across the year). Keep labels in the language your buyers use—raw materials, packaging, MRO, logistics services—rather than finance ledger codes alone.

Clean vendor names before you chart. Mergers, branch suffixes, and transliteration variants inflate supplier counts. In Bangkok multi-entity groups, the same trading house can appear under three legal names; collapse them with a short mapping table your team can maintain.

Bring one narrative sentence per board into the meeting. Example: packaging concentration rose because two plants shifted to the same converter after a quality hold. That sentence is what directors remember when the slides close.

Leave action owners blank until the meeting. The board’s job is to surface the question; the room assigns the next step.

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