Next Level Academy Contract Management eBook Course

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Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Defining Contract Management
  • What is Contract Management?
  • Contract Types
  • Contract Elements
  • Risks of Poor Contract Management
  • Case Study
  • Module Two: Review Questions
Module Three: Legal and Ethical Contract Management
  • Contract Law I
  • Contract Law II
  • Defining Ethical Contract Management
  • Ethical Breaches
  • Case Study
  • Module Three: Review Questions
Module Four: Contract Management Requests
  • Choosing Potential Bidders
  • RFPs and Technology
  • Calculating Value
  • Making a Choice
  • Case Study
  • Module Four: Review Questions
Module Five: How to Create a Contract
  • Templates and Software
  • Compliance
  • Wording
  • Risks of Noncompliance
  • Case Study
  • Module Five: Review Questions
Module Six: Contract Negotiations
  • Be Prepared
  • Prioritize Terms
  • Remain Professional
  • Execute the Contract
  • Case Study
  • Module Six: Review Questions
                                                Module Seven: Assess Performance
                                                • What Performance Can Be Assessed
                                                • Creating Metrics
                                                • Measuring Performance
                                                • Improving Performance
                                                • Case Study
                                                • Module Seven: Review Questions
                                                Module Eight: Relationships
                                                • Qualities of Effective Relationships
                                                • Relationship Pitfalls
                                                • Building Trust
                                                • Maintaining Relationships
                                                • Case Study
                                                • Module Eight: Review Questions
                                                Module Nine: Amending Contracts
                                                • Redlines and Strikeouts
                                                • Replacing Clauses
                                                • Describing Amendments
                                                • Amendment Status
                                                • Case Study
                                                • Module Nine: Review Questions
                                                Module Ten: Conducting Audits
                                                • Why Audit?
                                                • Plan
                                                • Establishing Procedures
                                                • Investigate and Report
                                                • Case Study
                                                • Module Ten: Review Questions
                                                Module Eleven: Renewing Contracts
                                                • Involve Stakeholders
                                                • Review
                                                • Check for Accuracy and Changes
                                                • Update or Cancel
                                                • Case Study
                                                • Module Eleven: Review Questions
                                                Module Twelve: Wrapping Up
                                                • Words from the Wise
                                                • Review of Parking Lot
                                                • Lessons Learned
                                                • Completion of Action Plans and Evaluations