Sourcing Manager Templates

Sourcing Manager Templates

There is a huge number of templates that someone in the Sourcing 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 Sourcing 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. Supplier Performance Scorecard Template
6. Cost Analysis Template
7. Supplier Audit Checklist Template
8. Supplier Onboarding Template
9. Supplier Risk Assessment Template
10. Monthly Procurement Report Template

Reports

Reports are often prepared by a Sourcing 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. Supplier Performance Report
2. Cost Savings Report
3. Supplier Evaluation Report
4. Inventory Management Report
5. Purchase Order Report
6. Supplier Compliance Report
7. Spend Analysis Report
8. Supplier Risk Assessment Report
9. Contract Management Report
10. Supplier Relationship Management 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 Sourcing Manager does and how they do it.

1. Supplier Evaluation and Selection SOP
2. Purchase Order Processing SOP
3. Vendor Performance Management SOP
4. Contract Negotiation and Management SOP
5. Inventory Management SOP
6. Request for Proposal (RFP) SOP
7. Supplier Relationship Management SOP
8. Quality Assurance and Control SOP
9. Cost Reduction and Savings SOP
10. Risk Management and Mitigation SOP

Presentations

Sourcing 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 Review
2. Supplier Evaluation and Selection
3. Cost Savings and Efficiency Analysis
4. Contract Negotiation and Management
5. Market Trends and Forecasting

Legal Docs

There are several key times when a Sourcing 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. Service Level Agreement Template
4. Request for Proposal Template
5. Supplier Contract Template

Health & Safety Templates

Health & Safety templates for a Sourcing 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Sourcing 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. Contract Renewal Calendar
4. Inventory Management Calendar
5. Cost Analysis Calendar

Invoice Templates

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

1. Purchase Order Invoice – This invoice is used to bill for goods or services that were ordered and received through a purchase order.
2. Contract Invoice – This invoice is used to bill for goods or services that were provided under a contract agreement.
3. Service Invoice – This invoice is used to bill for services provided, such as consulting or labor.
4. Milestone Invoice – This invoice is used to bill for specific milestones achieved in a project, such as completion of a certain phase.
5. Recurring Invoice – This invoice is used to bill for recurring services or products, such as monthly maintenance fees or subscription services

Survey Templates

For a Sourcing Manager to get insights related to the work they do, they need to send out Sourcing Manager 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 Sourcing 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. Cost Reduction Strategy Meeting
4. Contract Negotiation Meeting
5. Cross-functional Collaboration Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Cost Analysis Budget Template
3. Supplier Budget Template
4. Project Budget Template
5. Annual Budget Template

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Sourcing 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. Supplier Evaluation Proposal
2. Cost Reduction Proposal
3. Contract Negotiation Proposal
4. Supplier Performance Improvement Proposal
5. Supplier Relationship Management 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 Sourcing 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.