Implement
Develop Orientation Materials for Institutions, Management Companies, and Vendors
- Public & Private
- FSMC & Self-Operated
Introduction
Orientation materials highlight key information that is tailored to the range of stakeholders involved in values-based procurement. By explaining an institution’s values, vendors can better understand the roles they can play in supporting values-based purchasing. On this page you can:
- Learn how orientation materials help to set expectations and sustain effective working relationships.
- See model recommendations and language for producing orientation materials.
Keep In Mind:
Effective communications, including orientation materials, consider which messages, platforms, and channels best convey the values and objectives of values-based purchasing.
Guiding Activities

Create Purchaser Factsheet for Vendors
Orientation materials can be used to help vendors learn about the institution and its needs and priorities (both for self-operating institutions and those using a management company).

Create Vendor Factsheet for Purchasers
Values-based vendors need to communicate key information to purchasers. Doing so at the outset can help develop effective and long-lasting purchasing relationships.