Templates & Resources
Working documents supply chain teams actually use - scorecards, agendas, registers, checklists and assessments.
- logisticsFree
Carrier Scorecard
A carrier performance scorecard covering cost, service and compliance.
Spreadsheet
- warehousingAccount required
Cycle Count Program Plan
A velocity-weighted cycle count schedule with variance investigation and accuracy reporting built in.
Template
- planningFree
Demand Review Checklist
A meeting checklist covering baseline review, assumption changes, promotions, new products and sign-off for a monthly demand review.
Checklist
- inventoryPremium
Excess and Obsolete Inventory Review
A monthly review workbook to classify excess and obsolete stock, assign disposition and track recovery.
Template
- inventoryAccount required
Inventory Review Template
A monthly inventory review pack covering coverage, excess and obsolescence.
Spreadsheet
- performanceAccount required
KPI Definitions Dictionary
One sheet holding the agreed formula, data source, owner and review cadence for each supply chain KPI.
Template
- performanceFree
Root Cause Analysis Worksheet
A guided worksheet for getting from symptom to root cause.
Document
- planningFree
S&OP Meeting Agenda
A structured monthly agenda that keeps S&OP focused on decisions.
Document
- inventoryAccount required
Safety Stock Policy Template
Document target service levels, variability inputs and review frequency by inventory segment in one policy sheet.
Template
- procurementFree
Supplier Onboarding Checklist
Qualification, documentation, quality, data setup and first-order review steps for onboarding a new supplier.
Checklist
- procurementFree
Supplier Scorecard
A weighted scorecard template covering delivery, quality, cost and responsiveness.
Spreadsheet
- performanceAccount required
Supply Chain KPI Dashboard
A starter dashboard layout for core supply chain KPIs.
Spreadsheet
- leadershipAccount required
Supply Chain Maturity Assessment
A self-assessment across planning, sourcing, logistics and technology maturity.
Spreadsheet
- riskFree
Supply Chain Risk Register
A register for logging, scoring and owning supply chain risks.
Spreadsheet
- leadershipPremium
Supply Chain Strategy Template
A one-page structure for articulating supply chain strategy.
Document
- logisticsAccount required
Transportation RFP Template
Lane-level bid template with volume, service requirement, accessorial and award structure sections.
Template
- warehousingFree
Warehouse Audit Checklist
A walkthrough checklist for safety, housekeeping, accuracy and productivity.
Document
- leadershipFree
Weekly Operations Review Agenda
A 45-minute agenda for the weekly execution review: exceptions, service risk, actions and owners.
Template