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Director Of Strategic Sourcing Templates
Contents
Director Of Strategic Sourcing Templates
There is a huge number of templates that someone in the Director Of Strategic Sourcing role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Director Of Strategic Sourcing. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Procurement Report
2. Supplier Performance Scorecard
3. Request for Proposal (RFP) Template
4. Contract Agreement Template
5. Supplier Evaluation Form
6. Cost Savings Analysis Spreadsheet
7. Supplier Audit Checklist
8. Procurement Budget Template
9. Supplier Onboarding Checklist
10. Procurement Strategy Presentation
Reports
Reports are often prepared by a Director Of Strategic Sourcing to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Supplier Performance Report
2. Cost Savings Report
3. Supplier Risk Assessment Report
4. Spend Analysis Report
5. Supplier Diversity Report
6. Contract Compliance Report
7. Supplier Scorecard Report
8. Market Intelligence Report
9. Supplier Onboarding Report
10. Procurement KPI Dashboard Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Director Of Strategic Sourcing does and how they do it.
1. Supplier Evaluation and Selection SOP
2. Contract Negotiation and Management SOP
3. Purchase Order Processing SOP
4. Vendor Performance Monitoring SOP
5. Inventory Management SOP
6. Cost Reduction Initiatives SOP
7. Risk Assessment and Mitigation SOP
8. Supplier Relationship Management SOP
9. Strategic Sourcing Planning SOP
10. Procurement Policy and Procedure SOP
Presentations
Director Of Strategic Sourcing presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Procurement Performance Review
2. Supplier Evaluation and Scorecard
3. Cost Savings and Cost Avoidance Analysis
4. Strategic Sourcing Roadmap
5. Procurement Metrics Dashboard
Legal Docs
There are several key times when a Director Of Strategic Sourcing needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Non-Disclosure Agreement (NDA)
2. Purchase Order (PO)
3. Service Level Agreement (SLA)
4. Master Services Agreement (MSA)
5. Request for Proposal (RFP)
Health & Safety Templates
Health & Safety templates for a Director Of Strategic Sourcing ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template
Calendars
Setting up Director Of Strategic Sourcing calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Procurement Calendar
2. Supplier Evaluation Calendar
3. Contract Renewal Calendar
4. Budget Planning Calendar
5. Strategic Sourcing Milestone Calendar
Invoice Templates
Several types of Director Of Strategic Sourcing invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Purchase Order Invoice
2. Service Invoice
3. Expense Invoice
4. Contract Invoice
5. Supplier Invoice
Survey Templates
For a Director Of Strategic Sourcing to get insights related to the work they do, they need to send out Director Of Strategic Sourcing surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Supplier Satisfaction Survey
2. Cost Reduction Survey
3. Supplier Performance Evaluation Survey
4. Procurement Process Improvement Survey
5. Supplier Relationship Management Survey
Meeting Agendas
Having premade Director Of Strategic Sourcing meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Procurement Strategy Review
2. Supplier Performance Evaluation
3. Cost Reduction Initiatives Update
4. Contract Negotiation and Renewal
5. Cross-Functional Collaboration Meeting
Budget Templates
To manage finances well, a Director Of Strategic Sourcing would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Departmental Budget Template
3. Project Budget Template
4. Supplier Budget Template
5. Capital Expenditure Budget Template
Dashboards
Dashboards are a useful way for a Director Of Strategic Sourcing to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Procurement Performance Dashboard
2. Supplier Performance Dashboard
3. Cost Savings Dashboard
4. Contract Management Dashboard
5. Risk Management Dashboard
Proposal Templates
For bidding or requesting work, a Director Of Strategic Sourcing needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Supplier Evaluation and Selection Proposal
2. Cost Reduction and Efficiency Enhancement Proposal
3. Contract Negotiation and Renewal Proposal
4. Supplier Relationship Management Proposal
5. Risk Mitigation and Contingency Planning Proposal
Get Your Template Made
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