1. Monthly Supplier Governance Report
Template

2. Agenda Governance Action Item Review Engagement Staffing Status
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

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

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

5. Staffing allocation
replace with your own metrics

6. Project Staffing Area #1 Area #2
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

7. Resource Metrics replace with your own metrics Metric month-5 month-4
Total projects #
Total engagement size (resources)
Offshore ratio
% offshore
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

8. Highlights Delivered over the past month Notable accomplishments
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

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

10. [project] – Milestone report
use with your own PDLC metrics and presentation format
[project] – Milestone report
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 | % completeClick 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

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

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

13. 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

14. 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.

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