Free procurement resources
Practical templates for better procurement decisions
Download five editable tools for strategic sourcing, supplier management, savings reporting, negotiation planning, and supplier due diligence. Each template is designed to be useful immediately and easy to adapt to your organisation.
Get the complete template pack
Download all five templates together: two Excel workbooks and three Word documents.
Choose a template
Start with the tool that matches your current procurement challenge.
Supplier Performance Scorecard
Compare suppliers using weighted KPIs, performance ratings, and a built-in scoring model. Includes an instructions sheet and KPI definitions.
Procurement Savings Tracker
Track sourcing initiatives, validated savings, pipeline value, project status, and owners in one formula-driven workbook with a dashboard.
Request for Proposal (RFP) Template
Run a consistent sourcing event with structured sections for business context, scope, supplier requirements, commercial responses, evaluation, and timelines.
Procurement Negotiation Plan
Prepare targets, walk-away positions, BATNA, leverage, concessions, stakeholders, and the meeting plan before entering a supplier negotiation.
Supplier Due Diligence Checklist
Review legal, financial, operational, cyber, ethics, ESG, sanctions, and business-continuity risks before onboarding or renewing a supplier.
How to use the templates
These templates are practical starting points, not legal, financial, or regulatory advice. Review them against your organisation’s policies and local requirements before use.