Monthly Supplier Governance Report Template Agenda Governance Action

Monthly Supplier Governance Report Template

Agenda ¤ Governance Action Item Review Steering Committee ¤ Monthly Oversight ¤ ¤ Engagement Staffing Status Staffing Allocation ¤ Project Staffing ¤ Resource Metrics ¤ ¤ Engagement Service Delivery Status Highlights ¤ Snapshot ¤ Project Milestone, Action Item, and Dashboard Report(s) ¤ ¤ Engagement Service Quality and Value Services Delivery Dashboard ¤ Services Delivery Improvement ¤ ¤ Opportunities Scorecard

Governance action item update Steering committee ID No# Date Identified mm/dd/yy Activity to be done Current Owner a. person Action Planned/Taken accomplished as of… Date Due Status mm/dd/yy status

Governance action item update Monthly oversight ID No# Date Identified mm/dd/yy Activity to be done Current Owner a. person Action Planned/Taken accomplished as of… Date Due Status mm/dd/yy status

Staffing allocation replace with your own metrics Help desk BPO 23% Applications development 54% New product mobile app 13% Infrastructure support 10%

Project Staffing ¤Area #1 ¤ Engagement #1 – end of month total staff, +/- during month ¤ Engagement #2 – end of month total staff, +/- during month ¤Area #2 ¤ Engagement #3 – end of month total staff, +/- during month ¤ Engagement #4 – end of month total staff, +/- during month

replace with your own metrics Resource Metrics Metric month-5 Total projects # Total engagement size (resources) # % offshore Offshore ratio Time & Material versus Fixed Price staff % T&M % Fixed Key resources # New resources added # Resources released # Resource attrition +#/-# Resource ramp-up/ramp-down % Resource attrition (%) Key resource attrition Key resources released Resource commendations Resource concerns/escalations month-4 month-3 month-2 month-1 month

Highlights ¤Delivered over the past month ¤ Project/engagement #1 for whom ¤ Project/engagement #2 for whom ¤ Project/engagement #3 for whom ¤. . . ¤Notable accomplishments ¤ Highlight achievement #1 ¤ Highlight achievement #2 ¤ Highlight achievement #3 ¤. . .

Project snapshot Project name and type [project name][engagement type] [fixed/hourly] Status

[project] – Milestone report use with your own PDLC metrics and presentation format ¤Project status is [previous R/A/G] [current R/A/G] ¤Key milestones (table) ¤ Milestone 1 | baseline end date | revised end date |approved revised end date | forecast/actual end date | % complete. Click to edit Master text styles ¤Schedule variances ¤ Variance, description (item list) ¤. . . ¤Project manager assessment ¤ R/A/G [previous], [current] for: scope, resources, budget, schedule, client-supplier team interaction

[project] action items Currently open, closed since last month ID No# Date Identified mm/dd/yy Activity to be done Current Owner a. person Action Planned/Taken accomplished as of… Date Due Status mm/dd/yy status

Repeat project milestone and action item slides for each project/engagement Optional: Per project/engagement dashboard

Services Delivery Dashboard ¤Request supplier to provide their own overall engagement/relationship summary dashboard, quality index, etc. ¤In the absence of one, the project dashboards should be summarized as appropriate ¤Include a historical view in addition to any current-point-in-time representation, this can be the dashboard key indicators graphed over time on a subsequent slide

Services Delivery Improvement ¤“ 3 plus/3 minus” ¤For the “ 3 minus” items negatively impacting overall engagement health, whether a supplier or client area of responsibility, provide a resolution or improvement plan with specific action items and designated responsible individuals.

Opportunities scorecard ¤Review opportunities bid, won, and lost ¤Review of upcoming opportunity pipeline of RFPs client expects to tended to supplier