Resources
Guides and templates
Practical, UK-focused guides to managing suppliers, and templates to adapt. Free to read and use.
Guides
How to run each part of supplier management well.
GuideSupplier onboarding checklistWhat to check before a new supplier goes live, and how much checking each supplier needs.GuidePenny tests and bank detail fraudA simple, repeatable process for checking supplier bank details before any real payment is made.GuideContract notice periods and auto-renewalsMost unwanted renewals happen because a notice date passed unnoticed, not because anyone chose to renew.GuideSupplier tieringTiering lets you spend your time on the suppliers that matter most, and keep the rest simple.GuideThird-party risk managementA proportionate approach that a small team can keep running, not a framework that sits on a shelf.ComparisonSupplierVault vs spreadsheets and SharePointAn honest look at what changes when you move your supplier list out of a spreadsheet, and when a spreadsheet is still the right answer.
Templates
Starting points to adapt. Templates are guides only and must be completed and checked by your legal team.
TemplateMSA and SOW templatesStarting points for a master services agreement and statements of work, for your legal team to complete.TemplateSupplier code of conductA starting point for the standards you expect from suppliers, for your legal team to adapt.TemplateData processing agreement checklistWhat your contract with a supplier that processes personal data for you must include under UK GDPR Article 28.TemplateSupplier onboarding form templateThe fields to collect when you set up a new supplier, with notes on why each one matters and how to keep bank details safe.TemplateSupplier offboarding checklistWhat to do when a supplier relationship ends, so no data, access or payments are left behind.TemplateSupplier due diligence questionnaireQuestions to send suppliers, grouped by topic, with a guide to which sections each tier needs.TemplateContract register templateOne list of every supplier contract, with the dates that matter. Download the CSV and fill in one row per contract.TemplateSupplier audit checklistHow to plan a supplier audit, what to test and what to do with the findings.
Free tools
Calculators and checkers that run in your browser.
Free toolContract notice period calculatorWork out the last day to give notice before a contract ends or auto-renews, and download a reminder for your calendar.Free toolSupplier risk tier calculatorSix questions about spend, criticality, data, alternatives, regulation and integration give a suggested tier and the checks to match.Free toolDoes the Procurement Act 2023 apply to us?Plain-language steps through contracting authority types, thresholds and exemptions, with links to the official guidance.Free toolModern slavery statement checkerDoes a supplier need a modern slavery statement? Check the £36 million test, then find its statement on the GOV.UK registry.Free toolSupplier review time calculatorWork out how many hours supplier reviews and supplier admin take your team each year, what that time is worth and whether a tool would pay for itself.
Who it's for
What supplier management means in your sector.
Who it's forSupplier management for schools and academy trustsRelated party transactions, the Academy Trust Handbook, safeguarding on site and pupil data, with records ready for your auditor and DfE.Who it's forSupplier management for charitiesConflicts of interest, connected parties, payment fraud and partners who spend your money, handled the way trustees and the Charity Commission expect.Who it's forSupplier management for housing associationsContractors do the safety work tenants rely on. Keep the records the Regulator of Social Housing, your board and your auditor expect.Who it's forSupplier management for technology companiesKnow your own suppliers so you can answer your customers: ISO 27001 supplier controls, sub-processors, cloud providers and AI services.Who it's forSupplier management for FCA-regulated firmsOutsourcing records, notifications, audit rights and tested exit plans, kept the way the FCA and your auditors expect.