Enterprise Procurement Plan template for Google Docs

The first pages of the Enterprise Procurement Plan template

Every page (7)

Overview

Enterprise deals stall in legal, security and procurement, usually in the last fortnight. This shared plan puts those steps, their owners and their lead times on the table at kickoff, so the buyer and seller both commit to dates they can test every week.

The sample is a $240,000 a year deal between Dovecote Systems and a fictional buyer, with a 45-day paid pilot, a 16-week Gantt and three gates. Replace the shared goal, the decision date, the owners and the durations with those your buyer confirmed.

Useful for

An account executive agreeing a close plan with a champion after the first demo
A buying committee checking when legal, security and procurement must start
A sales manager testing forecast dates against the dates the buyer has accepted

What's included

Four-step plan to signature, with a three-step route for dates that slip
Legal review clauses with turnaround times, definitions and named owners
Security review page with strengths, gaps, a timeline and dated actions
Procurement scope table of what is in and out, with the pilot fee and payment terms
Milestone timeline and three gates with what each side must show to pass
16-week Gantt with owners, a pilot Gantt and a Make it yours guide page

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Replace the shared goal, decision date and signature date with the wording and dates your buyer used on your last call.
3
Name one owner on each side for every step, then set the legal, security and procurement durations your buyer actually needs.
4
Delete the pilot rows if you are not running a pilot, or enter its length, fee and success criteria. Book a weekly 20-minute review.
5
Delete the guide page, then share the plan with your champion and the buying committee.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

Are the companies and people in this sample real?

No. Dovecote Systems, Calloway Health Partners and every person, price and date in this plan are fictional and exist only to show a finished example.

How long should each review step take?

Typical enterprise figures are 5 to 15 working days for legal, 5 to 10 days for a security questionnaire, and 2 to 6 weeks for procurement. Ask your buyer for theirs.

Should the buyer see this plan?

Yes. A plan only the seller has seen is a forecast. Share it with your champion, ask them to confirm each date, and review it together for 20 minutes every week.

#mutual-action-plan
#procurement-plan
#close-plan
#enterprise-sales
#sales-template
#google-docs
#deal-timeline

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