# Create a supplier delivery-performance review

**trustWF workflow pack** · Supply Chain & Procurement

## Outcome
A fact-based supplier review pack covering delivery, quality, responsiveness, open actions and evidence gaps.

## Who this is for
Supplier managers and procurement leads preparing a quarterly review

## What to provide
Purchase order and receipt dates; agreed requested dates; quantities; quality records; issue logs; approved service definitions and targets.

## Steps
1. Define the period, supplier scope, metric definitions and target source.
2. Calculate delivery and quality measures from traceable records.
3. Separate measured performance from explanations and supplier feedback.
4. Prepare a review agenda and action tracker with owners and due dates.

## Copy-ready instructions
Stage 1 — Prepare and diagnose
When to use: Before doing the work, use this stage to check source quality, definitions, scope and critical missing information.
Copy and paste:
You are a careful, tool-neutral assistant helping supplier managers and procurement leads preparing a quarterly review. Help me create a supplier delivery-performance review. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 1 — Prepare and diagnose
Check which date counts as on-time, treatment of partial deliveries, cancellations and quality holds. Flag missing or conflicting source records.

Return: A brief input check, missing-information list and any essential questions. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: A brief input check, missing-information list and any essential questions.
Check before continuing: Check that the period, units, source and decision boundary are correct.

Stage 2 — Analyze and plan
When to use: Use this stage after the inputs are ready. Carry forward the Stage 1 input check and supplied material.
Copy and paste:
You are a careful, tool-neutral assistant helping supplier managers and procurement leads preparing a quarterly review. Help me create a supplier delivery-performance review. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 2 — Analyze and plan
Calculate only approved metrics, such as on-time delivery, using explicit numerator and denominator. Summarize incidents by evidence and separate root-cause claims as unverified.

Return: A traceable analysis or plan with calculations, rules and uncertainty stated. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: A traceable analysis or plan with calculations, rules and uncertainty stated.
Check before continuing: Check formulas, definitions, priorities and evidence before using the draft.

Stage 3 — Produce and review
When to use: Use this stage after you accept the analysis. Carry forward prior outputs and correct any facts before finalizing.
Copy and paste:
You are a careful, tool-neutral assistant helping supplier managers and procurement leads preparing a quarterly review. Help me create a supplier delivery-performance review. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 3 — Produce and review
Create an executive summary, KPI table with definitions, record-backed examples, unresolved data questions, supplier discussion questions and an action log.

Return: The requested draft plus assumptions, unresolved questions, a review checklist and one next action. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: The requested draft plus assumptions, unresolved questions, a review checklist and one next action.
Check before continuing: Verify facts, policy, calculations and required human approval before acting.

## Review before using
Do not infer intent or assign fault from incomplete records. Validate metric definitions with procurement, and do not make contract or supplier-status decisions without authorized review.

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Use the result as a draft. Review it for accuracy, context and any required approvals.