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Tools and Templates

These templates are provided to assist you in developing your own documents. They have either been developed by CIPS or been kindly provided by external organisations to assist members. Please feel free to use or adapt to your particular needs.

In order to access the templates you must be a CIPS member and logged in to the CIPS website.

Category Management

Access Tools and templates covering the following areas:
  • ADKAR – A model for change
  • Belbin's Team Roles
  • Category Plan Template
  • Choosing the sourcing process
  • Determining how to pitch the plan to stakeholders
  • JCA - EI
  • Massin’s CSSB matrix
  • Procurement and Supply Cycle
  • RAQSCI - sourcing requirements
  • RASCI - responsibility of stakeholders
  • Stakeholders
  • Strategy Development (PCA) model
  • The Strategic Sourcing Gemstone - AT Kearney

 

View Category Management tools and templates

CIPS Global Standard for Procurement and Supply

Used by individuals and organisations to enhance performance, the Global Standard in Procurement and Supply sets the benchmark for what good looks like in procurement and supply at all levels and across all sectors.

Developing and Managing Contracts

Access Tools and templates covering the following areas:
POD: A new business model
Standard Terms and Conditions
Guidelines to ISBA / IPA / CIPS above the line agreements
  • POD: A new business model
  • Standard Terms and Conditions
  • Guidelines to ISBA / IPA / CIPS above the line agreements

 

View Developing and Managing Contracts templates

    Management and Leadership

    Access Tools and templates covering the following areas:
    • Belbin's Team Roles
    • Myers-Briggs Type Indicator (MBTI)

     

    View Management and Leadership templates

      Procurement Team

      Access Tools and templates covering the following areas:
      • Skills Framework for Procurement Professionals - Government Example
      • Myers-Briggs Type Indicator (MBTI)
      • Belbin's Team Roles

       

      View Procurement Team tools and templates

      Risk Analysis & Management

      Access Tools and templates covering the following areas:
      • Risk Analysis & Management

       

      View Risk Analysis & Management templates

        Sourcing and Tendering

        Access Tools and templates covering the following areas:
        Confidentiality agreement
        Declaration of no conflict of interest
        Selection Criteria
        ITT Template
        Tender Documents / RFI / RFP
        • Confidentiality Agreement
        • Declaration of no conflict of interest
        • Selection Criteria
        • ITT Template
        • Tender Documents / RFI / RFP

         

        View Sourcing and Tendering templates

          Stakeholders

          Access Tools and templates covering the following areas:
          • Engagement Maturity Review

           

          View Stakeholders tools and templates