Supplier offboarding checklist
A controlled exit for suppliers you are phasing out: notice, transition, tooling and data, access, final invoices and a final evaluation, so nothing is left exposed.
- Free Excel file, no sign-up
- 16 tasks in five phases
- Due dates from the decision date
- Ready to close check
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 4 | Phase | Task | Owner | Due date | Status |
| 5 | Decision | Exit decision approved and recorded | Head of procurement | 2026-11-02 | Done |
| 6 | Transition | Open purchase orders closed or transferred | Procurement operations | 2026-12-02 | Not started |
| 7 | Assets and data | Our data returned or deleted, certificate received | IT security | 2026-12-17 | Not started |
| 8 | Close | Final evaluation recorded | Category manager | 2027-01-01 | Not started |
What is inside
2 sheets, ready to use.
Yellow cells are yours to fill in. Grey cells calculate. Every sheet has a worked example so you can see the expected format.
Read me
Purpose, steps, colour legend and assumptions.
Checklist
Supplier, exit reason and replacement, then 16 tasks by phase with owner, due date, status, evidence and progress.
How to use it
Four steps from download to a decision.
No macros, no add-ins. It works in Excel, Google Sheets and LibreOffice.
01
Enter the supplier, exit reason and decision date at the top.
02
Mark tasks that do not apply as Not needed and adjust owners.
03
Update the status as you go. Due dates and overdue flags are calculated.
04
Close the exit when Ready to close shows Yes, and keep the file with the supplier record.
Spreadsheet or platform
Start in Excel. Move when the volume or the stakes grow.
The template and the platform use the same structure, so nothing you set up here is wasted.
This spreadsheet is enough when
- You exit a few suppliers a year
- The category manager runs the whole exit
- Data return can be confirmed by email
Move it into EvaluationsHub when you need to
- Keep the exit tasks, final evaluation and full history on one supplier record
- See every supplier being phased out and what is still open
- Have the record ready if the supplier is considered again
- Move volume to the replacement supplier with onboarding already under way
Questions
Before you download
Why run a final evaluation when offboarding a supplier?
It records why the relationship ended, stops an underperforming supplier from being onboarded again by another team, and captures lessons for the next sourcing round.
Is the template really free?
Yes. The file downloads directly, with no form and no email address.
When should we move this out of Excel?
When several people rate the same suppliers, when suppliers need to see their results, or when actions get lost between file versions. That is usually the point where a shared platform pays back. Signs you have outgrown the spreadsheet →
Related templates
Next steps in the supplier lifecycle.
Templates that pick up where this one ends.
Supplier onboarding checklist
21 onboarding tasks in five phases with owners, due dates and progress.
View template →
Weighted supplier scorecard with segment presets
Six dimensions, weights by segment, tiers and next actions.
View template →
Supplier risk register with heat map
Likelihood and impact before and after mitigation, review dates and a heat map.
View template →
Run it live
Run this process with your suppliers, not just in a file.
Start a free sandbox and set it up yourself: send requests and surveys to real suppliers, collect answers and see scores in one place.
