Checklist

Negotiation Prep & Contract Red Flags Checklist (Interactive)

An actionable, saveable pre-negotiation checklist that captures supplier facts, negotiation targets, BATNA, escalation paths, and clause-level red flags. Designed to be completed and stored for consistent negotiation preparation and follow-up.

Interactive Tool

Negotiation Prep & Contract Red Flags Checklist

Use this checklist to capture facts, set negotiation targets, and flag contract clauses before discussions. Save the record to keep a consistent negotiation history, support legal review, and guide follow-up actions.

Vendor or supplier being negotiated with
Items or services covered
Estimated units or volume per year
e.g., Jan–Dec 2025
Most recent negotiated price and its effective date
Summarize past price changes, triggers, and known drivers
Select concessions you want; add specifics below
Targets, ranges, or sample contract language
Best Alternative To a Negotiated Agreement
Name alternatives, estimated cost, lead time, and switching effort
Contacts and escalation steps for unresolved issues
Names, roles, target response times, and escalation steps
Check clauses you want legal/ops to review
For each checked clause, note the issue and the desired change. Paste sample wording if available
Allowed substitutes, notification requirements, and remedies
Buffer stock, alternate sources, and lead-time buffers
Estimate impact on margin, cost, service or operations if the risk occurs
1 = low risk, 5 = high risk
1.0 10.0
Priority for this supplier or contract
Who needs to act, deadlines, legal review, and templates to use
Name and role
YYYY-MM-DD or use system date
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