MRO-Contracting

Supplier Meetings-Sample Schedule

Management Routine

Structured meeting routines establish to manage the commercial outcomes and quality standards of the suppliers delivery of services.  

Supplier meeting routines, content, attendees and frequency determined at an Account / Site level and at a strategic platform level establish appropriate levels of governance and control.

It is vital to review the relevant SOS section and ensure that these are established and fully aligned to individual Account / Site requirements.

1. Sample Routine Schedule

Ver 1.0 (Jun 22)

Description/Purpose

Frequency

CBRE Attendees

Supplier Attendees

Weekly Touchpoint

As required to resolve business as usual issues and incidents

Weekly-As required

Regional Cat Lead

Regional Acct Director

Monthly Business Review

To review the formal monthly financials by account. Focus to be on key points- run rates, trading results versus budget and Red flags.

Touch on project updates and issue summaries as well as Continuous improvement updates and new business

Monthly-15 working days after month end

Regional Cat Leads

Regional Acct Director and/or Fin Director

Quarterly Business Review

A high level business strategy review of the previous quarter in summary.  Focus to be on Financial results, QHSE data and any Red flags.  Details also summary information around KPI's, analytics and project updates and new business pipeline

Quarterly-15 working days after month end

Regional Cat Leads and Regional Director

Other leads as required

Regional Acct Director and/or Fin Director as well as Exec Director

Other leads as required

Annual Business Review

High Level business review to focus on previous years performance

Look towards new year and objectives and projects

Annually,- 20 working days after year end

Regional Cat Leads and Regional Director

Other leads as required

Regional Acct Director and/or Fin Director as well as Exec Director

Other leads as required

Risk Review

Review and update of Risk register as well as discussion on actions and closure of cases

Bi-Monthly on first Monday of every other month

Regional Cat Leads

Regional Acct Director and/or Fin Director

Reference Templates:

Food Services CAT Mgmnt Meeting routines

Food Services Supplier meeting routines matrix

Confidential & Proprietary | 2022 CBRE, Inc.