Sourcing and Vendor Strategy Template
Documenting in-house vs outsourced decisions and vendor dependency management at the operating model level
The Sourcing and Vendor Strategy template provides a structured approach to documenting in-house vs outsourced decisions and vendor dependency management at the operating model level.
Template Sections
This template includes 7 sections.
Sourcing Strategy Overview
Describe the sourcing strategy: the criteria for build vs buy vs partner decisions, the vendor management approach, and...
Sourcing Landscape Diagram
Diagram section
Strategic Vendor Assessment
Assess the most significant vendor: their scope, performance, contract terms, lock-in risk, and the feasibility of exit
Sourcing Principles
State the principles: core differentiating capabilities are retained in-house, all outsourced capabilities have exit...
Vendor Risk Register
Register all vendor-related risks: vendor lock-in, financial instability, contract disputes, knowledge loss, and...
Vendor Governance Checklist
Define the vendor governance process: performance review cadence, contract review triggers, escalation process, and the...
Sourcing Strategy Risks
Document risks: over-reliance on single vendors, outsourcing core capabilities, insufficient governance of vendor...
Section Details
Block Types Used
| Section | Block Type | Purpose |
|---|---|---|
| Sourcing Strategy Overview | Rich Text | Describe the sourcing strategy: the criteria for build vs buy vs partner... |
| Sourcing Landscape Diagram | Diagram | Diagram section |
| Strategic Vendor Assessment | Vendor Assessment | Assess the most significant vendor: their scope, performance, contract terms,... |
| Sourcing Principles | Principle | State the principles: core differentiating capabilities are retained in-house,... |
| Vendor Risk Register | Risk Register | Register all vendor-related risks: vendor lock-in, financial instability,... |
| Vendor Governance Checklist | Governance Checklist | Define the vendor governance process: performance review cadence, contract... |
| Sourcing Strategy Risks | Risk | Document risks: over-reliance on single vendors, outsourcing core capabilities,... |
Getting Started
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