Supplier Scorecard & Monthly Review Template

{"Title":"Supplier Scorecard & Monthly Review","IntroductionHtml":"

This interactive template helps procurement, operations, and supply chain teams run a constructive monthly supplier review focused on measurable performance, root-cause improvement, and clear commitments. Use the score fields to record objective performance, follow the agenda during the meeting, capture actions, and trigger escalation only when agreed thresholds or repeated issues occur.

Guidance: Enter metrics for the review month. Use the Action Items section to assign owners and due dates. If escalation is required, explain why and select the escalation level. This form captures the core record; organizations can later use stored submissions to trend supplier performance and drive supplier development plans.

","SubmitLabel":"Save Review","SuccessMessage":"Supplier review saved. Use the exported data to trend performance and follow up on actions.","DataType":"supplier-scorecard-month-review","SchemaVersion":"1.0","Fields":[{"Key":"supplierName","Label":"Supplier name","FieldType":"text","Required":true,"HelpText":"Supplier name as recorded in your ERP or supplier master."},{"Key":"siteOrPlant","Label":"Site / Plant / Business Unit","FieldType":"text","HelpText":"Where the goods/services are delivered or consumed."},{"Key":"reviewMonth","Label":"Review month","FieldType":"text","Required":true,"HelpText":"Enter the month being reviewed (e.g., 2026-08 or Aug 2026)."},{"Key":"onTimeDeliveryPct","Label":"On-time delivery (%)","FieldType":"number","Required":true,"HelpText":"% of deliveries received on or before the agreed delivery date during the review month (enter 0–100)."},{"Key":"onTimeTargetPct","Label":"On-time delivery target (%)","FieldType":"number","Required":true,"HelpText":"Contractual or internal target for on-time delivery (e.g., 95)."},{"Key":"ppmQuality","Label":"Quality — PPM (parts per million)","FieldType":"number","Required":true,"HelpText":"Defective parts per million for the month. Lower is better. If you track % defective, convert to PPM (1% = 10,000 PPM)."},{"Key":"ppmTarget","Label":"PPM target","FieldType":"number","Required":true,"HelpText":"Acceptable PPM threshold for the supplier or part family."},{"Key":"leadTimeAdherencePct","Label":"Lead-time adherence (%)","FieldType":"number","HelpText":"% of orders that met the agreed lead time (measured the same way across periods)."},{"Key":"changeRequestResponsiveness","Label":"Change-request responsiveness","FieldType":"scale","HelpText":"Rate supplier responsiveness to engineering or order changes (1 = Very poor, 5 = Excellent).","Minimum":1,"Maximum":5},{"Key":"riskScore","Label":"Supplier risk score","FieldType":"select","HelpText":"High-level risk assessment considering delivery, quality, financial health, single-source status, and capacity.","Options":[{"Value":"low","Label":"Low"},{"Value":"medium","Label":"Medium"},{"Value":"high","Label":"High"},{"Value":"critical","Label":"Critical"}]},{"Key":"dataSources","Label":"Primary data sources used","FieldType":"textarea","HelpText":"List systems or reports used to calculate the above metrics (ERP, MRP, inspection records, delivery logs)."},{"Key":"scoringGuidance","Label":"Scoring & interpretation guidance","FieldType":"textarea","HelpText":"Suggested simple overall score: normalize each metric to 0–100, weight (example weights: On-time 35%, Quality(PPM) 35%, Lead-time 15%, Responsiveness 15%), and compute a weighted average. Use risk score to determine escalation thresholds (e.g., overall score <70 or PPM > target for 2 consecutive months triggers supplier development). This field is guidance — implement automated calculation in your analytics/dashboards if available."},{"Key":"monthlyReviewAgendaNotes","Label":"Meeting agenda & talking points","FieldType":"textarea","HelpText":"Use this agenda during the review: 1) Quick status and data review (metrics and trends), 2) Review open actions from last meeting, 3) Root-cause discussion for issues this month, 4) Agree improvement actions with owners and due dates, 5) Confirm escalation if required, 6) Calendar next review."},{"Key":"openActionsSummary","Label":"Open actions from previous reviews (summary)","FieldType":"textarea","HelpText":"Summarize outstanding actions and status updates."},{"Key":"action1_desc","Label":"Action item 1 — description","FieldType":"text","HelpText":"Describe a specific improvement action agreed with the supplier."},{"Key":"action1_owner","Label":"Action item 1 — owner (internal)","FieldType":"text","HelpText":"Internal owner responsible for follow-up."},{"Key":"action1_supplierOwner","Label":"Action item 1 — supplier owner","FieldType":"text","HelpText":"Supplier contact responsible for delivering the action."},{"Key":"action1_dueDays","Label":"Action item 1 — due in (days)","FieldType":"number","HelpText":"Number of calendar days from review date."},{"Key":"action2_desc","Label":"Action item 2 — description","FieldType":"text","HelpText":"Optional additional action."},{"Key":"action2_owner","Label":"Action item 2 — owner (internal)","FieldType":"text"},{"Key":"action2_supplierOwner","Label":"Action item 2 — supplier owner","FieldType":"text"},{"Key":"action2_dueDays","Label":"Action item 2 — due in (days)","FieldType":"number"},{"Key":"action3_desc","Label":"Action item 3 — description","FieldType":"text"},{"Key":"action3_owner","Label":"Action item 3 — owner (internal)","FieldType":"text"},{"Key":"action3_supplierOwner","Label":"Action item 3 — supplier owner","FieldType":"text"},{"Key":"action3_dueDays","Label":"Action item 3 — due in (days)","FieldType":"number"},{"Key":"improvementCommitments","Label":"Improvement commitments (summary)","FieldType":"textarea","HelpText":"Summarize the supplier development commitments and expected deliverables or measures of success."},{"Key":"escalationNeeded","Label":"Escalation required after this review?","FieldType":"yesno","HelpText":"Select Yes if the issue meets your agreed escalation criteria (repeated misses, critical quality, or capacity risk)."},{"Key":"escalationLevel","Label":"Escalation level (if required)","FieldType":"select","Options":[{"Value":"procurementMgr","Label":"Procurement Manager"},{"Value":"opsDirector","Label":"Operations Director"},{"Value":"vpSupplyChain","Label":"VP Supply Chain"},{"Value":"executive","Label":"Executive Leadership"}],"HelpText":"Choose the escalation level appropriate to the severity and recurrence."},{"Key":"escalationReason","Label":"Reason for escalation","FieldType":"textarea","HelpText":"Describe why escalation is necessary, include evidence (trend, PPM, OTDRs)."},{"Key":"supplierDevelopmentChecklist","Label":"Supplier development checklist","FieldType":"checkbox","HelpText":"Use this checklist to structure supplier development planning.","Options":[{"Value":"rootCause","Label":"Completed structured root-cause analysis (5 Whys / Ishikawa)"},{"Value":"capabilityAssessment","Label":"Completed capability assessment (capacity, process controls)"},{"Value":"qmsRequirements","Label":"Defined quality system requirements and KPIs"},{"Value":"actionPlan","Label":"Agreed action plan with owners and timelines"},{"Value":"training","Label":"Training or skill development planned"},{"Value":"audit","Label":"On-site process audit scheduled (if needed)"}]},{"Key":"reviewerName","Label":"Reviewer name (internal)","FieldType":"text","Required":true},{"Key":"reviewerRole","Label":"Reviewer role","FieldType":"text","HelpText":"Role/title of the reviewer (e.g., Procurement Lead)."},{"Key":"reviewDate","Label":"Review date","FieldType":"text","HelpText":"Date when the review occurred (e.g., 2026-08-27)."},{"Key":"nextReviewDate","Label":"Next scheduled review","FieldType":"text","HelpText":"Tentative date for the next monthly review."},{"Key":"finalNotes","Label":"Final notes and observations","FieldType":"textarea","HelpText":"Open observations, context, or things to watch."}],"HelpText":"This interactive template captures a monthly supplier performance snapshot, meeting notes, actions, and escalation flags. Use a copy per supplier per month to build trend data. Consider connecting these submissions to a dashboard to visualize performance over time."}