Vendor Management & Performance Review Checklist [FREE PDF]

Procurement managers use this checklist for vendor management per ISO 9001:2015 Clause 8.4 external provider evaluation and SOC 2 vendor risk management requirements.

  • Industry: General / All Industries
  • Frequency: Quarterly
  • Estimated Time: 15-20 minutes
  • Role: Procurement Manager
  • Total Items: 8
  • Compliance: ISO 9001:2015 Clause 8.4, SOC 2 Vendor Management

Vendor Performance Metrics

Evaluate vendor performance against KPIs.

  • Is the vendor meeting on-time delivery (OTD) targets for the review period?
  • Is the vendor's quality rejection rate within acceptable thresholds?
  • Is the vendor responsive to inquiries and corrective action requests?
  • Performance metric notes

Compliance & Risk Assessment

Assess vendor compliance and risk factors.

  • Is the vendor's insurance and regulatory compliance documentation current?
  • Has the vendor's financial stability been assessed (no red flags)?
  • Has the overall vendor scorecard been updated and rating communicated?
  • Compliance and risk notes

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Why Use This Vendor Management & Performance Review Checklist [FREE PDF]?

This vendor management & performance review checklist [free pdf] helps general / all industries teams maintain compliance and operational excellence. Designed for procurement manager professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: quarterly.

Ensures compliance with ISO 9001:2015 Clause 8.4, SOC 2 Vendor Management. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Vendor Management & Performance Review Checklist [FREE PDF] cover?

This checklist covers 8 inspection items across 2 sections: Vendor Performance Metrics, Compliance & Risk Assessment. It is designed for general / all industries operations and compliance.

How often should this checklist be completed?

This checklist should be completed quarterly. Each completion takes approximately 15-20 minutes.

Who should use this Vendor Management & Performance Review Checklist [FREE PDF]?

This checklist is designed for Procurement Manager professionals in the general / all industries industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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