Resource Library/Supplier Quality and Supply Chain/Supplier Surveillance Planning Matrix
Supplier Surveillance Planning Matrix
Set the type and extent of oversight for every supplier from its risk and performance, plan the year's audits, source inspections and reviews, and track what was done and what it changed.
- Excel
- fillable PDF
- Worked example
- Your logo on it
- Aegis Insights
Page 1 of the PDF. Every resource includes a fully worked example.
The problem it solves
Most shops apply the same oversight to every approved supplier: an audit every year or two, the same receiving sample, a scorecard nobody acts on. The high-risk special process source gets no more attention than the hardware distributor, a supplier set to reduced inspection years ago stays there after its record turns, and audits slip off the calendar without anyone deciding to drop them. This matrix sets each supplier's level of oversight from three facts you can explain (approval status, product risk, performance), turns the level into planned activities with due dates, logs what each activity found and what it changed, and lays the year out month by month so attainment is visible.
Who uses it
Supplier quality engineers and supplier quality managers, with purchasing and receiving inspection.
When
Build it from your approved supplier list once; set the year's schedule each January; update it after every audit, rejection, escape or change of approval status; review the Summary monthly.
Free to use, change and copy, in your own organization or with your clients; add your own logo, keep the Aegis credit. Part of: Supplier Performance and Recovery Kit. Clause references: 8.4.1, 8.4.2, 8.4.3 (numbers only; use your own licensed copy of the standard).
A management aid, not certification or a registrar audit. Using it does not by itself show conformity to AS9100D or any other standard.
How to put it to work
Chapters of our free guides that use this tool.
- The kit at a glanceThe Supplier Performance and Recovery Kit Handbook, chapter 2
- The supplier control workflowThe Supplier Performance and Recovery Kit Handbook, chapter 3
- Rating risk and setting the level of controlThe Supplier Performance and Recovery Kit Handbook, chapter 6
- Running the systemThe Supplier Performance and Recovery Kit Handbook, chapter 13
- Setting it up in thirty daysThe Supplier Performance and Recovery Kit Handbook, chapter 14
- Quick referenceThe Supplier Performance and Recovery Kit Handbook, chapter 17
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Need more than one resource, or not sure where to start? Book a complimentary 30-minute Aegis Quality Guidance Call. We'll find the tools that fit your situation and a sensible place to start. No sales pressure, no obligation.
These tools help you run the work by hand. When you want the whole picture of your quality system from the records you already keep, that's what the AeroAssure Audit Defense Pack and the IA9100 Transition Gap Analysis do.