Operations template
FreeVendor management template
A free vendor management board for keeping track of suppliers and service providers. Compare options while evaluating, keep contract details and renewal dates on each card, and review active vendors on a schedule so nothing renews by accident. Labels show the type of service and any risk the team has flagged.
Who it's for
Operations, finance and procurement teams, and any business that relies on outside suppliers.
What's on the board
Columns
- Evaluating
- Contracting
- Active
- Up for review
- Ended
Labels
- software
- services
- facilities
- risk
- renewal-soon
6 example cards included. Rename, reorder and add columns any time.
Preview
The board you get, with its example cards. Remove them or keep them as a guide.
Evaluating
1- services
Courier for deliveries
- Get three quotes
- Check reviews
- Run a trial week
Contracting
1- services
Accounting firm
- Agree the scope
- Review the contract
- Sign and file it
Active
2- facilities
Cleaning service
Contract renews every six months.
- software
- risk
Website hosting
Single supplier. Agree a backup plan.
Up for review
1- software
- renewal-soon
Payroll software
- Check usage
- Ask the team for feedback
- Compare two alternatives
- Decide before the renewal date
Ended
1- facilities
Old printer lease