Procurement Playbook: Procurement Sourcing Project Framework (light)

Bring structure and clarity to every sourcing project.

The Procurement Sourcing Project Framework (Light) is a ready to use Excel toolkit designed to guide procurement professionals through each stage of a sourcing initiative - from initiation to award - with confidence and efficiency.

What is inside

• Initiation & Planning Sheets: Define objectives, stakeholders, requirements, and constraints all in one place.
• Governance Checkpoints: Streamline approvals with built-in gating criteria to keep projects compliant and transparent.
• Evaluation Framework: Set clear award criteria to ensure fair, data-driven supplier selection.
• Execution Tools: Capture action items, risks, and supplier data for smooth project management.

Why it works

• Saves hours of setup - no need to build a project framework from scratch
• Provides a consistent, repeatable framework across projects
• Ensures decisions are well-documented, defensible, and audit-ready
• Simple, flexible design in Excel - easily customized to fit any category or spend

Format

• Microsoft Excel (.xlsx)
• Instant download - ready to use today

Use the Procurement Sourcing Project Framework (Light) to simplify your RFPs, RFQs, and supplier scans - while keeping your process organized and professional! :)