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Supplier Performance Review

How can supplier performance review improve people, teams, or organisational effectiveness?

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What this template contains.

Purpose. Use this agenda near the end of a programme contract to conduct a balanced, evidence-based review with the supplier. The conversation should explain what happened, why it happened and what both parties can improve. It should also support the organisation's qualified-supplier decision and preserve useful lessons for future contracts. Application. This review does not replace interim performance reviews required by the contracts management plan, nor does it settle an unresolved claim or itself authorise cont

Supplier Performance Review18 fields
Meeting details
DateTimePlace
Review agenda
Contract overviewSpecific performance requirementsMonitoring and control processes used
Participants
Program managerProject managerProgram management team member 1

Use context

Purpose, application, discipline.

Purpose

Use this agenda near the end of a programme contract to conduct a balanced, evidence-based review with the supplier. The conversation should explain what happened, why it happened and what both parties can improve. It should also support the organisation's qualified-supplier decision and preserve useful lessons for future contracts.

Application

This review does not replace interim performance reviews required by the contracts management plan, nor does it settle an unresolved claim or itself authorise contract closure. Process those matters through the rights, authorities and controls defined in the contract.

Completion discipline

State the reporting or review period, scope, evidence sources and preparer. Separate observed facts from analysis, assign owners and dates to follow-up actions, obtain the required approval, and retain the report with its supporting records.

Field summary

Structured sections without protected files.

3 fields

Meeting details

Date, Time, Place

7 fields

Review agenda

Contract overview, Specific performance requirements, Monitoring and control processes used, Change control

8 fields

Participants

Program manager, Project manager, Program management team member 1, Program management team member 2

Protected resources

Included resource formats.

Working sheetImplementation contextField schema
Working sheet - CSV

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