Procurement Manager Templates

Looking for Procurement Manager Templates to download? See the main templates that a Procurement Manager would use in their day-to-day work.

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Procurement Manager Templates

There is a huge number of templates that someone in the Procurement Manager 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 Procurement Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Purchase Order Template
2. Supplier Evaluation Template
3. Request for Proposal Template
4. Supplier Contract Template
5. Inventory Management Spreadsheet
6. Supplier Performance Scorecard Template
7. Budget Planning Spreadsheet
8. Supplier Audit Checklist Template
9. Supplier Onboarding Template
10. Monthly Procurement Report Template

Reports

Reports are often prepared by a Procurement Manager 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. Monthly Procurement Spend Report
2. Supplier Performance Report
3. Inventory Management Report
4. Cost Savings Report
5. Purchase Order Status Report
6. Supplier Evaluation Report
7. Contract Compliance Report
8. Supplier Risk Assessment Report
9. Demand Forecasting Report
10. Procurement KPI Dashboard

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 Procurement Manager does and how they do it.

1. Supplier Evaluation and Selection SOP
2. Purchase Order Creation and Approval SOP
3. Inventory Management SOP
4. Vendor Performance Evaluation SOP
5. Contract Negotiation and Management SOP
6. Request for Proposal (RFP) Process SOP
7. Supplier Relationship Management SOP
8. Quality Control and Inspection SOP
9. Supplier Payment and Invoicing SOP
10. Risk Management and Mitigation SOP

Presentations

Procurement Manager 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 Report
2. Supplier Evaluation and Selection Presentation
3. Cost Savings and Efficiency Analysis
4. Procurement Strategy and Planning Update
5. Supplier Relationship Management Review

Legal Docs

There are several key times when a Procurement Manager 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. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Supplier Contract Template
4. Request for Proposal Template
5. Service Level Agreement Template

Health & Safety Templates

Health & Safety templates for a Procurement Manager 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. Health and Safety Training Record Template

Calendars

Setting up Procurement Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Procurement Calendar
2. Supplier Evaluation Calendar
3. Inventory Management Calendar
4. Contract Renewal Calendar
5. Delivery Schedule Calendar

Invoice Templates

Several types of Procurement Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Purchase Order Invoice
2. Supplier Invoice
3. Freight Invoice
4. Payment Reminder Invoice
5. Credit Memo Invoice

Survey Templates

For a Procurement Manager to get insights related to the work they do, they need to send out Procurement Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Supplier Satisfaction Survey
2. Vendor Performance Evaluation Survey
3. Cost Reduction Survey
4. Inventory Management Survey
5. Procurement Process Improvement Survey

Meeting Agendas

Having premade Procurement Manager 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 Review Meeting
2. Supplier Performance Evaluation Meeting
3. Budget Planning and Forecasting Meeting
4. Cross-Functional Collaboration Meeting
5. Procurement Strategy Alignment Meeting

Budget Templates

To manage finances well, a Procurement Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Operating Budget Template
2. Capital Expenditure Budget Template
3. Sales and Revenue Forecasting Template
4. Inventory Management Budget Template
5. Supplier Contract Management Budget Template

Dashboards

Dashboards are a useful way for a Procurement Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Supplier Performance Dashboard
2. Inventory Management Dashboard
3. Cost Savings Dashboard
4. Purchase Order Dashboard
5. Supplier Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Procurement Manager 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. Request for Proposal (RFP)
2. Request for Quotation (RFQ)
3. Supplier Evaluation Proposal
4. Contract Renewal Proposal
5. Cost Reduction Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Procurement Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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