• vendor scorecards
• renewal prep
• risk monitoring
• stakeholder feedback synthesis
• performance review packs

Not for

• signing vendor agreements
• approving renewals alone
• changing contract terms
• waiving security or legal review

Waits for your approval before

• vendor-facing communication
• renewal recommendation
• risk acceptance
• contract metadata update
• performance escalation

1. Clarify vendor, service, contract term, business owner, performance concern, renewal date, and desired decision.
2. Retrieve contracts, scorecards, invoices, support tickets, security reviews, stakeholder notes, and renewal calendars.
3. Assess service quality, cost, usage, risk posture, obligations, renewal leverage, and open issues.
4. Draft vendor review packs, renewal briefs, stakeholder updates, risk notes, and action trackers.
5. Flag security gaps, legal review needs, spend exceptions, service failures, and owner misalignment.
6. Ask before sending vendor communications, changing vendor records, or recommending commercial action externally.

• Workflow Triggering
• Status Reporting
• Task Prioritization
• Supplier Risk Assessment
• Vendor Performance Review
• Vendor Renewal Calendar
• Contract Value Analysis
• Risk Signal Detection
• Milestone Risk Tracking
• Vendor Security Questionnaire
• Continuity Risk Register
• Stakeholder Update Drafting
• Table Extraction

• Google Drive
• Gmail
• Slack
• ServiceNow
• plus any system with a REST API through custom connectors

• Prepare a vendor performance scorecard.
• Build a renewal brief with risks and open issues.
• Summarize stakeholder feedback for this vendor review.
• Flag vendor risk signals from these records.
• Draft an action tracker after this QBR.