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BENEFITS OF THIS EXCEL DOCUMENT
- Single source of truth, always audit-ready. One Supplier & Contract Register with immutable evidence links, KPI scorecards and audits (CARs in ≤5 days; effectiveness verified ≤30), plus clear records & retention.
- No surprises across the lifecycle. "Change execution rule" (no onboard/amend/exit without an approved RFC), bidirectional process tests before RFS, and renewal alerts at T-180/T-120/T-90 with the outcome recorded ≥T-90 keep suppliers und
- Decide faster--and prove it. Built-in quality gates (G1.0–G6.2), delegated authority, and a complete evidence trail mapped to ISO/IEC 20000-1:2018 turn reviews into swift, defensible outcomes
ITIL EXCEL DESCRIPTION
Supplier Management Excel Toolkit (ISO/IEC 20000-1:2018 & ITIL 4 Aligned)
This product is an Excel (XLSX) workbook, available for immediate download upon purchase. It's a complete, ready-to-use solution for governing your supplier and contract lifecycle in line with ISO/IEC 20000-1:2018 (Clauses 4–7, 8.1, 8.3, 9, 10) and ITIL 4 Supplier Management. The toolkit unifies sourcing, due diligence, contracting, onboarding, performance, renewals, and exits—plus KPI reporting and audit evidence—so you run one governed source of truth for Supplier Management.
What's inside the toolkit
Operational Registers & Templates (pre-built, editable worksheets):
Supplier & Contract Register (Master) – Unique IDs, categories/tiers, scope & criticality, key clauses, DPA/SCC flags, sub-processors, SLAs/OLAs/UCs, owners, renewal dates, risks, evidence links.
Evaluation Criteria & Weighting – Scoring model (value, risk, compliance, cost, capacity/effort), calibration notes, and sensitivity analysis for RFI/RFP comparisons.
RFI/RFP & Shortlist Log – Market scan, issuer/dates, bidder responses, questions, clarifications, disqualifiers, shortlist decisions, and COI attestations.
Due Diligence Checklist – Financial, legal, ESG, security, privacy/DPIA, BCM/DR, data residency; findings, gaps, waivers, and actions.
PoC/Trial Tracker – Acceptance criteria, test cases, outcomes, issues, and go/no-go with sign-off.
Contract & Clause Checklist – MSA/SOW baseline, KPI/OLA packs, audit rights, change-notification, data processing terms, exit & transition obligations.
Onboarding & Integration Plan – Mobilization tasks, access & identity, SIAM handshakes, workflow federation (incident/change/problem), readiness gates, RFS date.
Performance Scorecards – KPI/OLA pack (availability, quality, MTTR, compliance), trend lines, breach flags, and remediation owners.
Consumption & Spend View – Units/volumes vs. contract entitlements, variance notes, and forecast.
Audit & Assurance Log – Scheduled audits, samples, findings, evidence, and follow-up effectiveness checks.
Corrective Action Register (CAR/CSI) – Nonconformity, root cause, corrective action, due dates, verification, effectiveness.
Renewal Pipeline & Decisions – T-180/T-120/T-90 alerts, decision memo (renew/amend/retender/terminate), approvals, and change records.
Change Linkage Register – All onboard/amend/exit actions tied to RFC/CAB references for traceability.
Exit & Transition Plan – Knowledge transfer, access revocation, data return/erasure, service continuity checkpoints, completion sign-off.
Risk Register & Escalations – Heatmap, mitigation plans, owners, and escalation ladder.
Training & Competence Matrix – Required training by role, completion status, and refresher cadence.
Management Review Minutes – Inputs, decisions, actions, owners, due dates, and evidence links.
Built-in guardrails: dropdowns for categories & lifecycle states, column data validation, conditional formatting for KPI breaches & staleness, protected header rows, filter-ready tables, pre-seeded examples, and ready-to-print views.
Benefits
Audit & certification ready. Clause-aligned artifacts, decision trails, and evidence logs slash prep time for ISO/IEC 20000 audits and internal reviews.
Safer, faster supplier changes. Governed lifecycle with due-diligence checks, integration tests before RFS, and change/RFC linkage keeps onboarding, amendments, and exits controlled and provable.
Measurable performance & value. A monthly KPI/OLA pack with breach flags, CAR/CSI follow-through, and spend vs. entitlement tracking drives continuous improvement and cost control.
Never miss a renewal. T-180/T-120/T-90 pipeline and a structured decision memo eliminate last-minute fire drills and lock in accountability.
One source of truth. A single, governed register replaces scattered spreadsheets and email threads—making status, risk, and compliance instantly visible.
Who it's for
Supplier/Procurement leaders, CIO/ITSM leadership, Service & Contract Owners, Security/Privacy/DPO, SIAM/Architecture, Finance partners, Service Desk, Risk/Compliance, and Internal Audit—any organization building an ISO/IEC 20000-aligned supplier capability with ITIL 4 practices.
Got a question about the product? Email us at support@flevy.com
or ask the author directly using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in ITIL, ISO 20K Excel: Supplier Management Toolkit (ISO/IEC 20000, ITIL 4) Excel (XLSX) Workbook, Ivana Nissen.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in ITIL, ISO 20K Excel: Supplier Management Toolkit (ISO 20000:2018, ITIL) Excel (XLSX) Spreadsheet, ITSM Consulting
This document is available as part of the following discounted bundle(s):
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Supplier Management Bundle (ISO 20000, ITIL)
This bundle contains 3 total documents. See all the documents to the right.
