Market scan worksheet
Example findings, source type, confidence, status, and notes.
Free starter kit
Sourcing Strategy Starter Kit
Download the completed example workbook, blank workbook, and PDF guide for buyer-side sourcing preparation.
What is included
The example workbook shows a realistic business-side sourcing packet. The blank workbook gives you the same structure without example content. The PDF guide explains how to move through the worksheets and where human review belongs.
- Sourcing intake checklist
- Category profile worksheet
- Supply market scan template
- Supplier discovery worksheet
- Cost-driver and TCO assumptions checklist
- Supplier shortlist planning grid
- Sourcing event readiness checklist
- AI-use review log and data dictionary
How the worksheets connect
The starter kit is a sourcing packet, not a stack of unrelated templates.
Each worksheet carries evidence into the next stage: intake shapes the category profile, market scan informs supplier discovery, cost/TCO questions affect shortlist planning, and event readiness becomes the final gate.
01 Intake
Clarify the need, scope, owners, timing, constraints, and source material.
02 Category Profile
Turn demand, current state, requirements, and assumptions into sourcing context.
03 Market Scan
Map supplier segments, source evidence, market pressure, and open questions.
04 Supplier Discovery
Build a supplier universe with fit signals, evidence gaps, and constraints.
05 Cost Drivers
Separate cost-driver facts, assumptions, TCO inputs, and sensitivity questions.
06 Shortlist Strategy
Document shortlist logic before formal scoring or vendor selection.
07 Event Readiness
Confirm the sourcing packet is ready for the next phase.
Cost and TCO inputs
Evidence status, impact, readiness, and sourcing follow-up notes.
Connected workbook
Tabs connect intake, category profile, market scan, supplier discovery, cost/TCO, shortlist, readiness, and AI review.
What the kit does not include
The starter kit does not include legal advice, pricing strategy, RFP scoring, renewal negotiation, vendor risk review, clinical guidance, or a full category-specific implementation. Request the full package overview for deeper use.
Download-use notice
The free starter kit may be downloaded, edited, and used internally for business sourcing preparation. Do not resell, republish, redistribute as a standalone product, remove notices, or present the materials as legal, financial, compliance, cybersecurity, clinical, or other professional advice.
Next step
Use the starter kit, then request the full sourcing playbook overview.
The free kit shows the workflow. The full package discussion can cover team use, advisory use, category-specific adaptations, and implementation support.