Template Library

This template will help you to prepare for negotiations better.

✓ Ideal Negotiation Preparation Process
✓ Expected supplier arguments template
✓ Power balance template
✓ Comparing proposals template
✓ Comparing suppliers template
✓ Negotiation variable ranking template
✓ Qualitative deal movement template
✓ Like, intent, breakpoint template
✓ Negotiation opening template
✓ Negotiation Trade-off template
✓ Carrots/Gives & Sticks/Takes template
✓ Escalation plan template

This template will help you to prepare for negotiations better.

✓ Ideal Negotiation process
✓ Phases of negotiation template
✓ Negotiation phase deepdive template
✓ Zone of Potential Agreement template
✓ Keeping track of proposals template
✓ Move planner template
✓ Record of proposals template

This template will help you to build an annual procurement strategy.

This template will help you to find & onboard new suppliers.

✓ Send out essential questions to new suppliers
✓ Build up your supplier network
✓ Create opportunities for new supplier deliveries
✓ And more

This template will help you to streamline your RFI process:

✓ Designed by procurement experts
✓ Efficient information collection
✓ Saves time on document creation
✓ Enhances business efficiency and strategic focus

This supplier scorecard will enhance your procurement performance:

✓ Easily customizable for relevant Key Performance Indicators (KPIs)
✓ Simple grading scale for efficient supplier assessment
✓ Suitable for beginners and seasoned professionals
✓ A powerful tool for data-driven decisions and valuable insights
✓ Ideal for tracking and analyzing key supplier metrics

This template will help you keep track of and manage all the important steps in your sourcing process throughout the year. This template will help you to: 

✓ Outline the entire procurement process
✓ Plan ahead on your procurement activities
✓ Create a central hub for your procurement team
✓ Enhance your relationship with your suppliers
✓ And more

This template helps you to create sustainable procurement practices, ensuring that your sourcing process not only meets your business needs but also contributes to a more sustainable future. This template will help you to: 

✓ Incorporate sustainable procurement into your business
✓ Identify sustainability issues
✓ Set sustainability targets and goals
✓ And more

This template helps you to analyze and monitor your spending patterns so you can adjust your supplier strategy and reduce costs. This template will help you to:

✓ Improve your suppliers’ performance and sourcing strategies
✓ Increase operational efficiency
✓ Make data-driven decisions
✓ Ensure the continuity of your business operations
✓ And more

This template is designed to compare multiple suppliers and deals based on various performance and financial metrics. This template will help you to:

✓ Determine the power balance with current suppliers
✓ Compare suppliers when buying new products or services
✓ Compare existing deals of current suppliers
✓ And more

This cost price breakdown template will enhance your procurement performance:

✓ Understand the impact of different factors on your products’ cost price
✓ More understanding of raw materials + price development
✓ Make informed decisions to achieve cost savings
✓ And more

This template will help you to create solid contracts with your suppliers easily. This template will help you to:

✓ Protect your business from potential risks
✓ Establish a fruitful relationship between you and the seller
✓ Save time and costs
✓ Increase productivity
✓ And more

This template will help you understand and navigate the seven essential steps of the procurement process. This template will help you to:

✓ Streamline and optimize your procurement process
✓ Improve procuring supplies for your company
✓ Save time, cost, and effort
✓ Increase productivity
✓ And more

This template can help procurement professionals identify areas for improvement across their entire procurement process, enhancing overall procurement efficiency. This template will also help you to:

✓ Evaluate procurement processes to identify strengths and areas for improvement
✓ Compare agreements with industry standards for better pricing and terms
✓ Gain valuable insights to make informed decisions
✓ Streamline procurement processes for greater efficiency and cost savings
✓ And more

This template will help you optimize your approach to inventory management by classifying inventory based on both value and demand variability. This template will also help you to:

This template will help procurement professionals understand cultural influences on negotiation styles, specifically in Asia. It can equip procurement professionals with valuable insights for navigating successful negotiations in Asia. This template will also help you to:

✓ Gain valuable insights into key characteristics of Asian business cultures
✓ Learn practical tips for tailoring negotiation tactics to specific countries like Japan, South Korea, and China
✓ Understand Asian cultural norms and patterns to build connections and have smoother interactions during negotiations
✓ And more

This template will help you streamline your procurement process using Excel. This template will help you to:

✓ Utilize Excel for procurement by leveraging its essential functions, shortcuts, and tips customized for procurement tasks.
✓ Track and analyze the procurement process with step-by-step guidance on setting KPIs, conducting gap analyses, and implementing actionable recommendations
✓ And more

This template is a powerful tool that can help you optimize your procurement strategy. This template will also help you to:

✓ Effectively categorize products into four quadrants based on their impact and power dynamics to optimize resource utilization
✓ Identify strategic suppliers and make informed decisions when creating procurement strategies
✓ Optimize costs by negotiating better terms and prices with suppliers
✓ And more

This template is designed to help you understand e-auctions and how they can be used in your procurement process. This template will also help you to:

✓ Gain an understanding of e-auctions
✓ Explore how e-auctions can consistently deliver better deals compared to traditional negotiation methods
✓ Delve into the six distinct e-auction types, including British Reverse, Vickrey Reverse, Dutch Reverse, Japanese Reverse, Sealed Bid, and Weighted/Multi-Attribute
✓ And more

This template will help procurement professionals understand cultural influences on negotiation styles, specifically in Europe. It can equip procurement professionals with valuable insights for navigating successful negotiations in Europe. This template will also help you to:

✓ Gain valuable insights into key characteristics of European business cultures
✓ Learn practical tips for tailoring negotiation tactics to specific countries like France, Germany, and the United Kingdom
✓ Understand European cultural norms and patterns to build connections and have smoother interactions during negotiations
✓ And more

This template will help procurement professionals understand cultural influences on negotiation styles, specifically in South America. It can equip procurement professionals with valuable insights for navigating successful negotiations in South America. This template will also help you to:

✓ Gain valuable insights into key characteristics of South American business cultures
✓ Learn practical tips for tailoring negotiation tactics to specific countries like Argentina, Brazil, and Chile
✓ Understand South American cultural norms and patterns to build connections and have smoother interactions during negotiations
✓ And more

This template will help procurement professionals understand the various negotiation styles represented by the Negotiation Clock Face, a visual model introduced by Steve Gates. It can equip procurement professionals with valuable insights for navigating successful negotiations across different contexts and complexities. This template will also help you to:

✓ Gain valuable insights into key characteristics of competitive and collaborative negotiation styles
✓ Learn practical tips for tailoring negotiation tactics to specific phases from basic bartering to advanced relationship-building
✓ Understand the dynamics of negotiation phases to build connections and have smoother interactions during negotiations
✓ And more

This template will help procurement professionals understand cultural influences on negotiation styles, specifically in North America. It can equip procurement professionals with valuable insights for navigating successful negotiations in North America. This template will also help you to:

✓ Gain valuable insights into key characteristics of North American business cultures
✓ Learn practical tips for tailoring negotiation tactics to specific countries like USA, Canada, and Mexico
✓ Understand North American cultural norms and patterns to build connections and have smoother interactions during negotiations
✓ And more

This template will assist procurement professionals in calculating margins, both regular and promotional, for various products. It provides valuable tools to enhance decision-making and negotiation strategies. This template will also help you to:

✓ Gain a clear understanding of key terms such as invoice price, margin, promotional price, and sales price
✓ Easily calculate the invoice price, margin, or sales price using a simple template with value-added tax considerations
✓ Learn practical approaches for negotiating supplier discounts through fixed amounts, percentage of sales price, or percentage of invoice price
✓ And more

This template will help procurement professionals understand cultural influences on negotiation styles, specifically in the Middle East. It can equip procurement professionals with valuable insights for navigating successful negotiations in the Middle East. This template will also help you to:

✓ Gain valuable insights into key characteristics of Middle Eastern business cultures
✓ Learn practical tips for tailoring negotiation tactics to specific countries like UAE, Saudi Arabia, and Egypt
✓ Understand Middle Eastern cultural norms and patterns to build connections and have smoother interactions during negotiations
✓ And more

This template is designed to assist procurement professionals in preparing for interviews and acing them. This template will also help you to:

✓ Prepare for answering interview questions that will advance your career within the company
✓ Prepare interviewers to select the most suitable procurement professional for their department
✓ And more

This template will help procurement professionals understand cultural influences on negotiation styles, specifically in Africa. It can equip procurement professionals with valuable insights for navigating successful negotiations in Africa. This template will also help you to:

✓ Gain valuable insights into key characteristics of African business cultures
✓ Learn practical tips for tailoring negotiation tactics to specific countries like Nigeria, South Africa, and Kenya
✓ Understand African cultural norms and patterns to build connections and have smoother interactions during negotiations
✓ And more

This template will equip you with the knowledge to approach negotiations strategically and confidently. This template will also help you to:

✓ Discover what BATNA (Best Alternative To a Negotiated Agreement) is and why it’s crucial for your negotiation strategy
✓ Learn how ZOPA (Zone of Potential Agreement) represents the area of overlap between acceptable outcomes for both parties in a negotiation
✓ Go beyond BATNA with WATNA (Worst Alternative To a Negotiated Agreement) and MLATNA (Most Likely Alternative To a Negotiated Agreement) to gain a well-rounded picture of potential outcomes
✓ And more

This template will help you develop empathy and compassion that can help deal with supplier-relationship issues in your procurement process. This template will also help you to:

✓ Use an Empathy Map to analyze and categorize information about your suppliers’ thoughts, emotions, behaviors, challenges, and goals
✓ Overcome barriers in supplier relationships by identifying and addressing the underlying needs and concerns of your suppliers
✓ And more

This template will guide you in using conversational AI in your procurement process. This template will also help you to:

✓ Develop a comprehensive company policy for conversational AI usage that addresses employees’ concerns and ensures their fears are unfounded
✓ Implement best practices for integrating conversational AI into procurement, improving efficiency, and enhancing supplier interactions
✓ Ensure compliance with ethical standards and regulatory requirements when using AI
✓ And more

This template will help you move into your new role as a procurement director and successfully manage your responsibilities. This template will also help you to:

✓ Develop deep expertise in specific procurement domains and broad, cross-functional skills to become a T-shaped procurement professional
✓ Use empathic negotiation design to understand and address the needs and concerns of suppliers better
✓ And more

This template will help you utilize Zone of Possible Agreement (ZOPA) effectively to secure more favorable deals. This template will also help you to:

✓ Define and identify ZOPA to ensure mutually beneficial agreements during negotiations
✓ Recognize and avoid negative bargaining zones where no agreement can be reached
✓ Improve negotiation strategies by understanding the range within which both parties can find acceptable terms
✓ And more

This template will help you utilize Porter’s Value Chain Model effectively to optimize business operations and enhance competitive advantage. This template will also help you to:

✓ Understand and apply the concepts of the value chain to break down and analyze company activities
✓ Identify primary and support activities that contribute to creating value and sustaining competitive advantage
✓ Improve operational efficiency by optimizing each stage of the value chain from inbound logistics to service
✓ And more

This template will help you define your categories into smaller, manageable segments to enhance your strategic planning. This template will also help you to:

✓ Grasp the fundamentals of category management to effectively classify and manage procurement categories
✓ Recognize the benefits of grouping similar goods and services to achieve cost savings and mitigate risks
✓ Formulate strategic approaches for both direct and indirect procurement categories to enhance supplier performance and compliance
✓ And more

This template will help you utilize the SWOT Analysis Model effectively to streamline your procurement processes and enhance risk management. This template will also help you to:

✓ Understand and apply the concepts of SWOT analysis to break down and analyze procurement activities
✓ Identify internal strengths and weaknesses as well as external opportunities and threats in procurement
✓ And more

This template will help you use the Ishikawa Diagram Model effectively to streamline your procurement processes and enhance risk management. This template will also help you to:

✓ Understand and apply the concepts of the Ishikawa diagram to break down and analyze procurement activities
✓ Identify potential risks and issues in procurement processes, such as delivery delays, cost overruns, and quality issues
✓ Determine the necessary resources required at specific times within the procurement process
✓ And more

This template will help you use the Supplier Feedback process effectively to streamline your supplier relations and enhance overall procurement quality. This template will also help you to:

✓ Identify the reasons for supplier selection or rejection, providing constructive feedback for future improvements
✓ Ensure confidentiality while sharing feedback, protecting sensitive information, and maintaining trust
✓ And more

This template will help you use the Prompt Engineering process effectively to structure your queries for ChatGPT and maximize the relevance and clarity of the responses. This template will also help you to:

✓ Understand and apply the concepts of prompt engineering to tailor ChatGPT’s responses to specific needs and contexts
✓ Identify the necessary components and structure required to formulate effective prompts
✓ And more

This template will help you use the Communication Plan in Procurement effectively to streamline your procurement processes and enhance collaboration with stakeholders. This template will also help you to:

✓ Understand and apply the concepts of a communication plan to ensure consistent and clear information flow throughout the procurement process
✓ Identify the objectives and target audiences to tailor communication strategies that meet specific needs and expectations
✓ And more

This template will help you optimize your contract management processes and enhance collaboration with stakeholders. This template will also help you to:

✓ Understand and apply the concepts of contract management, ensuring a smooth flow throughout the contract lifecycle
✓ Develop and maintain a contract overview spreadsheet to keep track of all contracts, whether in the creation or termination phases.
✓ And more

This template will help you ensure consistent and clear identification and management of potential conflicts, streamlining your procurement processes and enhancing integrity with stakeholders. This template will also help you to:

✓ Establish procedures to manage and mitigate conflicts of interest effectively, ensuring fair and unbiased procurement decisions.
✓ Develop a clear conflict of interest policy and disclosure form to prevent and manage conflicts proactively
✓ And more

This template will allow you to have a consistent and clear evaluation of your procurement team’s capabilities, streamlining your training and development processes. This template will also help you to:

✓ Identify skill gaps within your procurement team, allowing for targeted training that improves overall procurement performance.
✓ Tailor your training programs to the specific needs of the team, optimizing procurement functions and enhancing efficiency.
✓ And more

This template will help you ensure thorough adherence to regulations and internal policies, streamlining your procurement processes and mitigating risks. This template will also help you to:

✓ Ensure that all necessary steps are followed and documented, promoting compliance with legal and internal standards.
✓ Organize and manage procurement activities across different stages, from market research to contract management, ensuring a comprehensive compliance strategy.
✓ And more

This template will help you understand and navigate the process of resolving supplier incidents. This template will help you to:

✓ Effectively address and rectify issues caused by a supplier’s actions or failures
✓ Ensure structured and thorough incident management
✓ Improve your organization’s operational resilience
✓ And more​

This template will help you implement a Supplier Code of Conduct for your organization. This template will help you to:

✓ Establish clear ethical standards for your suppliers
✓ Ensure compliance with human rights, labor, and environmental standards
✓ Promote transparency and fair business practices
✓ And more​

This template is designed to guide you through the complexities of managing procurement for any project. This template will help you to:

✓ Clearly define procurement objectives and requirements
✓ Develop effective procurement strategies and budgets
✓ Manage and oversee the procurement process from start to finish
✓ And more​

This template will help you create and manage your Request for Quotation (RFQ) process effectively, ensuring comprehensive and competitive supplier bids. This template will help you to:

✓ Standardize the RFQ process, ensuring clarity and consistency in supplier submissions for easier comparisons
✓ Customize sections for specific needs, such as growth bonus proposals, encouraging suppliers to offer better terms for long-term partnerships
✓ And more

This template will help you ensure efficient logistics management in procurement, streamlining key processes like warehousing, transportation, and supplier relationships. This template will help you to:

✓ Manage logistical concepts such as warehousing, transportation, and lead times, ensuring timely delivery and cost-efficiency
✓ Develop a clear understanding of Incoterms to clarify responsibilities between suppliers and buyers, reducing disputes and misunderstandings
✓ And more

This template will help you manage and oversee supplier contracts efficiently, ensuring thorough and organized contract tracking. This template will help you to:

✓ Standardize the management of supplier contracts, making it easier to validate contract requirements and track compliance
✓ Customize sections to focus on specific aspects such as performance monitoring, allowing for better long-term supplier management
✓ And more

This template will help you evaluate and track key performance indicators for effective category management and financial health. This template will help you to:

✓ Select KPIs that align with your company’s financial and operational goals, driving impactful decision-making
✓ Set realistic yet challenging benchmarks to push your team towards better performance
✓ And more