Action plan

Step 4 – Buying with confidence

High effort

High impact

Your efforts in creating an informed shopping list based on thinking about key considerations such as functionality, integration, ongoing support and future needs means you’re now ready to take the next step and engage with potential suppliers directly.

However, rather than rushing in and undoing a load of hard work by making an impulsive decision, we have three key steps it is important to undertake at this stage. You need to get past supplier sales spin with questions about pricing, support and free trials.

Start this Action Plan
  • Get reminders when it’s time to complete a task
  • Work through all six action plans to adopt and implement technology
  • Find out how to break down what might have seemed like a complicated process into easy actions
What's involved? Ways to use this action plan Measuring impact

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started
  • Get reminders when it’s time to complete a task
  • Work through all six action plans to adopt and implement technology
  • Find out how to break down what might have seemed like a complicated process into easy actions

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

How will I know if my action plan is working?

Preferred supplier identified

Your chosen supplier will have answered your requirements and priced in a way you understand

Why this metric?

It's simple really, all of your hard work conducting research internally and looking at potential suppliers will lead you towards the best fit for your business.

How do I use this going forward?

This well-backed up decision should give you the confidence that you've made the right call. It's now all about making it work for your team and maximising the investment.