Contract Management Plan Template

Refine your contract management process with this easy-to-use 28 page MS Word template designed for efficiency and clarity.

 

The Contract Management Plan Template equips your team with guidelines to define roles, manage deliverables, and ensure compliance across all project contracts. It includes sections on purpose, scope, and references to establish clear objectives, while detailed writing guidelines for tracking, approvals, and amendments reduce errors and enhance transparency. With built-in checklists, reporting requirements, and performance monitoring, this template ensures contractors stay aligned with project goals.

 

The plan also addresses conflict of interest management, contractor orientation, and closeout activities, ensuring seamless workflows from start to finish. Tailored for accountability and compliance, it supports tasks like invoice tracking, risk management, and archiving. Tailored for organizations of any size, this Word template simplifies contract oversight, empowering your team to focus on delivering value. Save time, mitigate risks, and maximize your project success today!

1.1 Purpose

1.2 Scope

1.3 References

1.4 Glossary and Acronyms

1.5 Document Maintenance

 

2.1 Internal Project Roles

2.2 External Stakeholders

 

3.1 Contract Approval Process

3.2 Verification of Contract Details

3.3 Notifications to External Entities

 

4.1 Identifying Conflicts of Interest

4.2 Managing Identified Conflicts

4.3 Contractor Obligations

4.4 Monitoring and Reporting

 

5.1 Orientation Checklist

5.2 Task Accomplishment Plan (TAP)

5.3 Reporting Requirements

5.4 Contractor Orientation Resources

 

6.1 Deliverable Management

6.2 Invoice Processing and Tracking

6.3 Contractor Performance Monitoring

6.4 Risk and Issue Management

 

7.1 Change Requests

7.2 Approval Process

7.3 Implementation and Tracking

7.4 Non-Approvals and Escalation

 

8.1 Purpose of Work Authorizations

8.2 Issuance Process

8.3 Tracking and Documentation

8.4 Monitoring and Compliance

 

9.1 Final Deliverables and Reports

9.2 Evaluations and Lessons Learned

9.3 Final Invoice Processing

9.4 Archiving and Documentation

 

10.1 Appendix A: Reference Documents

10.2 Appendix B: Glossary of Terms

10.3 Appendix C: Revision History

11 How to Use This Template

11.1 Add Your Logo to the Cover Page

11.2 Add Your Logo to the Header

11.3 Update the Table of Contents

11.4 Add Notes

11.5 Add Warnings

11.6 Add Comments

11.7 Add Code Samples