Meetings This section contains a summary of the purpose, attendees (as per the list in table 2), frequency and format of various contract meetings. The meetings proposed below are a guide to the types of meetings that you might arrange to manage the contract. Adjust the table as needed. Table : Meeting schedule Meeting Purpose Supplier Organisation Frequency Meeting elements attendees attendees [Insert names and [Insert names and [Insert meeting Supplier and contract Executive To discuss titles] titles] frequency] information for meeting information to Typically supplier Typically the Typically segments strategic, support executive and procurement sixmonthly, high risk and critical to decisionmaking at supplier account officer, the head annual or as business contracts; the executive manager attends of the required Key financials; level organisational Key performance area that data; ‘owns’ the contract and Escalated issues; and the contract High (and extreme) manager attends risks [Insert names and [Insert names and [Insert meeting Review performance Mgmt. To discuss titles] titles] frequency] against KPIs meeting information to Typically supplier Typically contract Typically monthly, Review operational support account manager manager and quarterly or issues and establish management attends senior sixmonthly or as action plan decisions organisation required Review insurances to natural owner ensure currency attends Agree any process/policy changes Identify events that may impact service Identify if any penalties or bonuses apply [Insert names and [Insert names and [Insert meeting Review status Operations To review current titles] titles] frequency] Review KPIs meeting operational status Typically daily Typically contract Typically weekly Identify/review issues of contract and supplier contact manager, natural or monthly or as and areas for determine attends owner and required management whether contract users attention improvements attend Review change required requests and manage change control process
Meetings This section contains a summary of the purpose, attendees (as per the list in table 2), frequency and format of various contract meetings. The meetings proposed below are a guide to the types of meetings that you might arrange to manage the contract. Adjust the table as needed. Table : Meeting schedule Meeting Purpose Supplier attendees Organisation attendees Frequency Meeting elements Executive meeting To discuss information to support decisionmaking at the executive level [Insert names and titles] Typically supplier executive and supplier account manager attends [Insert names and titles] Typically the procurement officer, the head of the organisational area that ‘owns’ the contract and the contract manager attends [Insert meeting frequency] Typically sixmonthly, annual or as required Supplier and contract information for segments strategic, high risk and critical to business contracts; Key financials; Key performance data; Escalated issues; and High (and extreme) risks Mgmt. meeting To discuss information to support management decisions [Insert names and titles] Typically supplier account manager attends [Insert names and titles] Typically contract manager and senior organisation natural owner attends [Insert meeting frequency] Typically monthly, quarterly or sixmonthly or as required Review performance against KPIs Review operational issues and establish action plan Review insurances to ensure currency Agree any process/policy changes Identify events that may impact service Identify if any penalties or bonuses apply Operations meeting To review current operational status of contract and determine whether improvements required [Insert names and titles] Typically daily supplier contact attends [Insert names and titles] Typically contract manager, natural owner and contract users attend [Insert meeting frequency] Typically weekly or monthly or as required Review status Review KPIs Identify/review issues and areas for management attention Review change requests and manage change control process
Contract-Management-Plan-Tracking-DOC-Format-Template-Download.docx