Vendor Retro

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The Vendor Retro Template is used for anyone who wants to complete a retroactive/case study on a vendor they had partnered with. The template connects SOW, deliverables, and overall satisfaction of the partnership. The outcome of this template may be used to: - Negotiate better terms if renewal is considered - Show other alternative partners how - Keep a record of vendor work

Vendor evaluations are an important part of any successful business. A quality vendor retro template allows you to track vendors, rate performance, and make informed decisions about which vendors to keep and which to let go.

ClickUp’s Vendor Retro Template gives you all the information you need at your fingertips. This easy-to-use template helps you:

  • Evaluate vendors based on a variety of factors such as cost, quality, customer service and more
  • Organize all your vendor data in one centralized place
  • Track trends over time for key metrics like customer satisfaction or delivery times

By using ClickUp’s Vendor Retro Template, you can make sure that your vendor relationships are working for your business. Get organized today and start making better decisions!

Benefits of a Vendor Retro Template

Vendor retro templates can be an invaluable tool for any organization. They can help you:

  • Gain visibility into vendor performance and any issues that may arise
  • Identify areas where vendors can improve and provide feedback to ensure higher quality
  • Build stronger relationships with vendors and better understand their capabilities
  • Create a framework for setting expectations and addressing any issues quickly and efficiently

Main Elements of a Vendor Retro Template

ClickUp's Vendor Retro Template is designed to help you review and keep track of vendor performance. This Doc template includes:

  • Custom Statuses: Create tasks with custom statuses to keep track of the progress of each vendor
  • Custom Fields: Categorize and add attributes to manage your vendors and easily visualize vendor performance
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve vendor tracking with comment reactions, nested subtasks, multiple assignees, and priority labels

How to Use a Vendor Retro Template

Creating a vendor retro report can be a useful tool to evaluate the performance of your vendors and to identify areas for improvement. Follow these steps to make the most of your Vendor Retro Template:

1. Set goals and objectives

Before you start creating your vendor retro report, it’s important to set clear goals and objectives for it. This will help you to focus your efforts and ensure that the report is effective.

Create Docs in ClickUp to document your goals and objectives.

2. Gather data

Now that you have a clear goal and objectives, you can begin to gather the data you need to create your report. This could include information about your vendors’ performance, feedback from customers, and any other relevant data points.

Use custom fields to track data points in ClickUp.

3. Analyze the data

Once you have all the data you need, it’s time to analyze it and make sense of it. Look for patterns and trends in the data and draw conclusions from it.

Use Table view in ClickUp to easily visualize your data and analyze it.

4. Create the report

Now that you’ve analyzed the data, it’s time to create the report. Start by outlining the main points and then fill in the details.

Create a Doc in ClickUp to outline the main points of your report.

5. Share the report

Once you have finished creating the report, it’s important to share it with the relevant stakeholders. This could include your team, vendors, and customers.

Send your report via Email in ClickUp

6. Follow up

Finally, it’s important to follow up on the report to ensure that any necessary changes are implemented. This could include changes to the vendors’ processes or the way they interact with customers.

Set up a recurring task in ClickUp to follow up on the report and ensure that any changes are implemented.

Get Started with ClickUp's Vendor Retro Template

Procurement teams can use this Vendor Retro Template to help everyone stay on the same page when it comes to evaluating vendor performance and improving customer service.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to analyze vendor performance:

  • Create a project for each vendor
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure feedback is given to the vendor

Get Started with Our Vendor Retro Template Today

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