procurement-playbook

name: procurement-playbook description: Use to manage legal, security, and procurement workflows for complex deals.

Procurement Playbook Skill

When to Use

• Enterprise deals entering security/privacy review or contract negotiation.
• RFP/RFI responses requiring coordinated SME input.
• Situations with heavy exception requests, custom terms, or compliance evidence.

Framework

1. Requirement Intake – capture questionnaires, policy docs, and mandatory deliverables.
2. Workstream Mapping – assign internal SMEs (legal, security, privacy, finance) with timelines.
3. Evidence Library – maintain templates for SOC2, penetration tests, insurance, data flows, DPIA.
4. Exception Management – document asks, approvals, fallback positions, and decision owners.
5. Closeout – log final concessions, expirations, and follow-up obligations.

Templates

• Procurement workback plan (deliverable, owner, due date, status).
• Security questionnaire index with sourcing notes.
• Exception request log with approval layers.

Tips

• Keep source-of-truth links updated; expired certifications stall reviews.
• Coordinate with cxo-briefing-kit for executive escalations.
• Pair with risk-register to surface procurement blockers early.