Vendor Management Project Template

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Managing vendor relationships is crucial for any CTO in the Financial Services industry. This template helps you efficiently track and manage communications, contracts, and tasks related to your IT vendors.

With a structured approach to vendor management, you can ensure smooth operations, maintain strong vendor relationships, and stay on top of all vendor-related activities. From contact updates to contract reviews and performance evaluations, this template covers all essential tasks.

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Vendor Management Project for Priority Matrix

Vendor Management Project in Priority Matrix

Efficiently track and manage communications, contracts, and tasks related to IT vendors.

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Proposed Tasks

Not Urgent, Not Important

  • Communication Log Update due in 1 day
    ☐ Record recent communications with vendors ☐ Update communication log
  • IT Vendor Meeting Plan due in 2 days
    ☐ Plan meetings with IT vendors ☐ Prepare agenda for each meeting ☐ Send out meeting invites
  • Vendor Payment Schedule Update due in 3 days
    ☐ Update payment schedules for each vendor ☐ Verify payment status
  • Vendor Contact Update due in 1 week
    ☐ Update vendor contact information ☐ Verify contact persons ☐ Update communication channels
  • Contract Review due in 2 weeks
    ☐ Review all existing contracts ☐ Identify contracts due for renewal ☐ Highlight any contractual issues
  • Vendor Performance Evaluation due in 3 weeks
    ☐ Evaluate performance of each vendor ☐ Document findings ☐ Prepare vendor performance reports
  • Vendor Compliance Check due in 4 weeks
    ☐ Check each vendor's compliance with contractual obligations ☐ Document compliance check results
  • Vendor Risk Assessment due in 1 month
    ☐ Assess risks associated with each vendor ☐ Document risk assessment results
  • IT Vendor Strategy Review due in 5 weeks
    ☐ Review current IT vendor management strategy ☐ Identify areas for improvement
  • Vendor Contract Negotiation due in 6 weeks
    ☐ Plan contract negotiations with vendors ☐ Prepare negotiation strategies
  • Vendor Service Level Agreement Review due in 7 weeks
    ☐ Review service level agreements with each vendor ☐ Identify any issues
  • IT Vendor Audit Plan due in 8 weeks
    ☐ Plan audits for IT vendors ☐ Prepare audit schedules
  • Vendor Onboarding Process Review due in 2 months
    ☐ Review vendor onboarding process ☐ Identify areas for improvement
  • Vendor Offboarding Process Review due in 9 weeks
    ☐ Review vendor offboarding process ☐ Identify areas for improvement
  • IT Vendor Satisfaction Survey due in 10 weeks
    ☐ Plan a satisfaction survey for IT vendors ☐ Prepare survey questions
  • IT Vendor Budget Review due in 11 weeks
    ☐ Review budget for IT vendors ☐ Identify any budget issues
  • Vendor Dispute Resolution Process Review due in 12 weeks
    ☐ Review vendor dispute resolution process ☐ Identify areas for improvement
  • Vendor Performance Report Presentation due in 13 weeks
    ☐ Prepare presentation on vendor performance reports ☐ Present to management team
  • Vendor Contract Renewal Plan due in 3 months
    ☐ Plan vendor contract renewals ☐ Prepare renewal schedules
  • Vendor Data Security Check due in 4 months
    ☐ Check data security measures of each vendor ☐ Document security check results