Supplier Scorecard & Quarterly Review Agenda — Interactive Template

Title": "Supplier Scorecard & Quarterly Review", "IntroductionHtml": "

Purpose

This template helps you evaluate supplier performance consistently, store review results, and trigger predictable remediation when performance falls short. Use it during quarterly reviews, vendor audits, or after significant incidents.

How to use

1. Enter objective metric values where available.
2. Use ratings and comments for qualitative judgments.
3. Select recommended actions when thresholds are breached.
4. Record escalation decisions and assign owners and deadlines.

Sample quarterly review agenda

• Welcome & objectives (5 min)
• Performance highlights & scorecard review (15 min)
• Root causes for issues & corrective actions (20 min)
• Commercial & pricing discussion (10 min)
• Supply continuity & alternate sourcing plan (10 min)
• Agreement on actions, owners, timelines (10 min)
• Wrap-up & next meeting date (5 min)

Escalation thresholds (example)

• Green — no action: Overall score >= 85
• Yellow — improvement plan: Overall score 70–84 OR any single critical metric below threshold
• Red — probation / source alternative: Overall score < 70 OR repeated critical failures (e.g., >3 quality incidents in quarter)

Remediation & alternate onboarding playbook (short)

1. Issue documented and corrective action plan (CAP) agreed within 7 days.
2. Supplier on probation; weekly progress reports for 8 weeks.
3. If CAP fails, initiate alternate onboarding: confirm specs → small-quantity trial order → quality & delivery check → scale-up.

", "SubmitLabel": "Save Review", "SuccessMessage": "Supplier review saved. You can return later to update or export results.", "DataType": "SupplierScorecardReview", "SchemaVersion": "2026-09-01", "Fields": [ { "Key": "supplier_name", "Label": "Supplier name", "FieldType": "text", "HelpText": "Name of the supplier being reviewed.", "Required": true }, { "Key": "review_date", "Label": "Review date", "FieldType": "text", "HelpText": "Enter the date of the review (YYYY-MM-DD).", "Required": true }, { "Key": "reviewer_name", "Label": "Reviewer name", "FieldType": "text", "HelpText": "Person completing the scorecard.", "Required": true }, { "Key": "on_time_percent", "Label": "On-time delivery (%)", "FieldType": "number", "HelpText": "Percentage of orders delivered on or before agreed date. Target: >= 95%.", "Required": true }, { "Key": "order_accuracy_percent", "Label": "Order accuracy (%)", "FieldType": "number", "HelpText": "Percent of delivered orders matching the order (correct items/quantities). Target: >= 98%.", "Required": true }, { "Key": "lead_time_variability_days", "Label": "Lead time variability (days)", "FieldType": "number", "HelpText": "Standard deviation or typical range in lead time. Lower is better. Target: as agreed in contract (example: <= 2 days).", "Required": true }, { "Key": "quality_defects_per_100", "Label": "Quality defects (per 100 units)", "FieldType": "number", "HelpText": "Count of defects or out-of-spec units per 100 units delivered. Target: 0–1 preferred.", "Required": true }, { "Key": "price_competitiveness", "Label": "Price competitiveness (1 = poor — 5 = excellent)", "FieldType": "scale", "HelpText": "Reviewer judgment about commercial competitiveness compared to peers. Consider total landed cost.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "responsiveness_rating", "Label": "Responsiveness & communication (1–5)", "FieldType": "scale", "HelpText": "How quickly and effectively the supplier responds to issues and inquiries.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "sustainability_criteria", "Label": "Sustainability & compliance criteria met", "FieldType": "checkbox", "HelpText": "Select sustainability attributes the supplier currently meets.", "Options": [ { "Value": "ethical_sourcing", "Label": "Ethical sourcing / traceability" }, { "Value": "recyclable_packaging", "Label": "Recyclable / reduced packaging" }, { "Value": "carbon_reporting", "Label": "Carbon reporting / reduction targets" }, { "Value": "organic", "Label": "Organic / non-GMO" }, { "Value": "other", "Label": "Other (specify in comments)" } ] }, { "Key": "compliance_issues", "Label": "Any regulatory / audit non-compliance in the period?", "FieldType": "yesno", "HelpText": "Select Yes if there were documented compliance issues or failed audits.", "Required": true }, { "Key": "incidents_last_quarter", "Label": "Number of quality / delivery incidents last quarter", "FieldType": "number", "HelpText": "Count incidents requiring rework, returned goods, or guest complaints.", "Required": true }, { "Key": "comments", "Label": "Reviewer comments (summary)", "FieldType": "textarea", "HelpText": "Context, root causes, examples, and relevant attachments (attach outside the form if needed).", "Required": false }, { "Key": "overall_score", "Label": "Overall score (0–100)", "FieldType": "number", "HelpText": "Composite score you assign based on the metrics and judgment. Suggested guideline: calculate weighted average or use internal scoring rubric. (This field records the reviewer’s composite score.)", "Required": true }, { "Key": "recommended_action", "Label": "Recommended action", "FieldType": "select", "HelpText": "Choose the next step based on performance.", "Options": [ { "Value": "no_action", "Label": "No action — continue monitoring" }, { "Value": "improvement_plan", "Label": "Improvement plan / CAP" }, { "Value": "probation", "Label": "Probation — escalate internally" }, { "Value": "onboard_alternate", "Label": "Begin onboarding alternate supplier" }, { "Value": "terminate", "Label": "Terminate supplier" } ], "Required": true }, { "Key": "escalation_required", "Label": "Escalation required?", "FieldType": "yesno", "HelpText": "Select Yes to escalate to category manager / procurement leader.", "Required": true }, { "Key": "escalation_reason", "Label": "Escalation reason / notes", "FieldType": "textarea", "HelpText": "Short rationale for escalation (if applicable).", "Required": false }, { "Key": "action_owner", "Label": "Action owner", "FieldType": "text", "HelpText": "Person responsible for implementing the recommended action.", "Required": true }, { "Key": "action_deadline", "Label": "Action deadline", "FieldType": "text", "HelpText": "Target date for completing the agreed action (YYYY-MM-DD).", "Required": true }, { "Key": "follow_up_meeting_date", "Label": "Follow-up meeting date", "FieldType": "text", "HelpText": "Date to review progress on actions.", "Required": false }, { "Key": "additional_notes", "Label": "Additional next steps (optional)", "FieldType": "textarea", "HelpText": "Notes about alternate sourcing steps, trial orders, or commercial negotiation points.", "Required": false } ] }