- Full end-to-end procurement process flow
- Maturity assessment toolkit
- Ninety-day roadmap
- One-page index
- Quick-start guide
- Stakeholder interview guide for the first 90 days
- Current-state diagnostic and baseline template
- Procurement strategy and three-year roadmap
- Procurement function business case
- Procurement service catalogue for the business
- Savings opportunity assessment and first-year target
Procurement templates, organised into eleven toolkits
Build the part of procurement you need next.
Each toolkit gives you the procurement templates, policies, decision tools and guidance for one complete area of procurement, ready to edit in Word and Excel. Foundations is included with any specialist toolkit and the complete Operating Model, and is also available separately for US$740. Foundations contains the full end-to-end procurement process flow. Every purchase includes PROCUpedia Studio access.
11complete toolkits
165documents and working tools
StudioCustomisation access with every purchase
Full contents
Everything included, before you buy.
Review the full document list for each procurement area before selecting your toolkit.
- Policy bundle, eight documents
- AI usage policy
- Delegation of authority matrix
- Route-to-market thresholds by value
- Single-source waiver
- Emergency procurement procedure
- Procurement charter
- Operating model and RACI
- Supplier code of conduct and acknowledgement
- Conflict of interest declarations and register (staff and evaluators)
- Gifts and hospitality register
- Anti-bribery and sanctions policy
- Policy exceptions log
- Policy compliance audit checklist
- Policy launch communications pack
- Risk and control matrix for source to pay
- Segregation of duties matrix
- Procurement steering group terms of reference
- Sourcing board terms of reference
- Sustainable procurement policy
- Enterprise category plan
- Strategy kit and quarterly tracker
- Sourcing strategy playbook
- Spend cube and intake form
- Spend classification guide and taxonomy
- Annual procurement plan and pipeline
- Business partner account plans
- Demand management guide
- Business case template
- Requirements and specification template
- Make or buy framework
- Market analysis toolkit
- Stakeholder map and engagement plan
- Category strategy template
- Category profiles for six indirect categories (IT and software, professional services, marketing, facilities, travel, HR services)
- RFI, RFP and RFQ pack
- Pre-qualification questionnaire
- Evaluation scoring matrix with weightings
- Pricing schedule templates
- Total cost of ownership calculator
- Supplier clarification log
- Demo and presentation scorecard
- Reference check template
- Sourcing event timeline and checklist
- Award recommendation paper
- Award and regret letters
- E-auction guide
- Tail spend and low-value purchasing guide
- Negotiation toolkit and levers
- Negotiation plan (BATNA, ZOPA, concessions)
- Should-cost calculator
- Negotiation readiness check
- Stakeholder alignment worksheet
- Leverage and power balance assessment
- Switching cost and transition readiness assessment
- Internal negotiation mandate and sign-off
- Concession planning and trading matrix
- Supplier tactics and counter-moves guide
- Question bank for negotiation sessions
- Meeting plan, roles and agenda
- Renewal negotiation playbook
- Price increase response playbook
- Negotiation log and outcome record
- Post-negotiation review
- Negotiation process map, SOP and RACI
- Contract requirements brief for legal
- Commercial heads of terms
- Statement of work
- Commercial schedules (pricing, service levels, KPIs)
- Key commercial clause checklist
- Supplier terms review checklist
- Software and SaaS commercial checklist
- Price review and indexation guide
- Contract summary sheet
- Contract register with alerts
- Renewal and notice calendar
- Change control form and variation log
- Contract management plan for key contracts
- Contract handover pack
- Exit planning checklist
- Supplier onboarding form
- Bank verification procedure
- Due diligence checklist (financial, sanctions, insurance)
- Insurance requirements matrix
- Risk and ESG questionnaire
- Supplier risk tiering matrix
- Cyber and data security questionnaire
- Modern slavery assessment
- Business continuity checklist for critical suppliers
- Supplier master data change form
- Supplier risk register and monitoring calendar
- Supplier offboarding checklist
- Supplier carbon data request
- Supplier diversity guide
- Supplier scorecard
- Segmentation matrix
- Strategic supplier relationship plan
- Relationship map
- Quarterly review deck
- Review meeting agenda and minutes
- Issue and escalation log
- Corrective action plan
- Supplier improvement plan
- Supplier feedback survey
- Innovation and value log
- Supplier letters (price increase response, payment terms change)
- Payment terms policy
- Exit plan
- Supplier guide: how to do business with us
- P2P process map
- Approval workflow design template
- PO compliance and matching guide
- No PO, no pay policy and supplier letter
- Goods and services receipt guide
- Invoice exception process
- Requester guide for budget holders
- Catalogue setup guide
- Purchasing card policy
- Invoice fraud red flags checklist
- Supplier statement reconciliation
- Maverick spend tracker
- P2P KPI dashboard
- Procurement technology roadmap
- Source-to-pay requirements catalogue
- Technology selection RFP and demo scorecard
- Travel policy
- Expenses policy
- Expense claim audit guide
- Procurement technology business case
- Implementation and adoption plan
- Savings pipeline and pack
- Savings methodology
- Cost avoidance validation form
- Benefits realisation tracker with finance sign-off
- KPI dashboard
- Spend under management calculator
- Contract leakage tracker
- Cost-to-procure calculator
- Stakeholder satisfaction survey
- Monthly leadership report
- Quarterly CFO review deck
- Annual procurement report
- Capability matrix
- Competency framework and development plans
- Training needs analysis
- Job descriptions, four levels
- Interview question bank and scorecards
- New buyer onboarding pack (30, 60, 90 days)
- Team structure options
- Objectives and KPI templates
- AI readiness toolkit
- How to work with procurement
- Procurement essentials training deck for budget holders
- Capacity and workload planner
Buying procurement templates
Questions buyers ask before they buy.
Are these procurement templates?
Yes. Every toolkit contains editable procurement templates, from RFP packs and evaluation matrices to contract registers and supplier scorecards. We group them into toolkits so each document links to the others and your team works from one standard.
Why buy a toolkit instead of single templates?
A single template solves one task. A toolkit covers a whole area of procurement, with aligned policies, editable documents and implementation guidance.
Do you have free procurement templates?
A free RFP template is coming soon. Leave your email on our free procurement templates page to be notified when it is ready. Foundations is included with any specialist toolkit and the complete Operating Model, and is also available separately.
Is Foundations included with an individual toolkit?
Yes. Foundations is included with any specialist toolkit and the complete Operating Model. It is also available separately for US$740 and contains the full end-to-end procurement process flow.
What format are the templates in?
Word, Excel and PowerPoint, so you can brand and edit everything to suit your organisation.
How do I receive them?
You pay securely at checkout and receive an instant download link by email.
The complete operating model
Need more than one toolkit? Get the complete model.
All eleven toolkits, including Foundations, plus PROCUpedia Studio access.
Ten specialist toolkits separately US$7,400
US$4,000Save US$3,400 · 46%