How to configure supplier performance management: the planner
A step-by-step planner for setting up a supplier performance programme: segmentation, a 22-KPI library, evaluation cadence, thresholds and escalation, roles and a rollout plan.
- Free Excel file, no sign-up
- 22 KPIs with definitions
- Cadence per segment
- Rollout dated from your start
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 4 | Use? | Dimension | KPI | Frequency | Strategic |
| 5 | Yes | Delivery | On-time in-full (OTIF) | Monthly | Yes |
| 6 | Yes | Quality | Defect rate (ppm) | Monthly | Yes |
| 7 | Yes | Service | Stakeholder satisfaction | Quarterly | Yes |
| 8 | No | Risk | Financial health | Quarterly | Yes |
What is inside
8 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
How to use the planner, and how each step maps to a setting in EvaluationsHub.
1 Segmentation
Spend impact and supply risk axes, and the four segments with their goal and evaluation depth.
2 KPI library
22 KPIs across delivery, quality, cost, service, compliance, ESG and risk, with definition, calculation, data source and segments.
3 Cadence
How often each activity runs per segment: scorecards, surveys, reviews, audits, ESG and risk.
4 Escalation
Tier thresholds, actions, owners and response times, plus triggers that escalate regardless of score.
5 Roles
Who is responsible and accountable for each activity, with a check for one accountable owner.
6 Rollout
Six phases from design to run, dated from your start date.
7 Decisions
The twelve decisions to sign off, with 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
Work through the sheets in order. Each one is a design decision you make once and revisit yearly.
02
Segment suppliers, then choose the KPIs per segment and set your own targets.
03
Set the cadence and agree what happens at each performance tier.
04
Agree roles, date the rollout from your start date and track sign-off.
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 are designing the programme before choosing a tool
- You want stakeholders to agree the rules on paper first
- You need a reference document for your policy
Move it into EvaluationsHub when you need to
- Every sheet maps to a setting: segments, KPI and survey templates, schedules, thresholds and roles
- Configure it yourself; the first evaluation cycle is typically live in three to four weeks
- Collect KPI data automatically and score suppliers against your thresholds
- Trigger corrective actions with owners and due dates when a supplier drops a tier
Questions
Before you download
Where do you start with supplier performance management?
Segment your suppliers first, then choose an evaluation method per segment, then decide who rates and how often. Starting with the scorecard design before the segmentation usually means rework. Supplier management guides →
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 → Running SAP, Coupa, Dynamics or Oracle? See the ERP layer →
Related templates
Next steps in the supplier lifecycle.
Templates that pick up where this one ends.
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 →
Supplier business review (QBR) pack
Agenda with timings, RAG scorecard, action log and decisions.
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.
