Contractor renewal plan
Raise every contractor end date at least six weeks ahead with a recommendation, and record the client's decision at least a week before the contract ends.
- Industry
- Staffing, Recruiting and HR Services
- Team
- HR and recruiting
- Use case
- CRM and sales
- Tags
- Renewal management
- Includes
- 1 app
Template preview
Included items
-
Dashboards
App · 2 embedded blocks: KPI: Contractor renewals with a recorded discussion (k-renewals); Insight: QA contractor renewal: no conversation yet (i3) · Requires sign-in
Overview
What this template supports
A renewal plan a staffing agency shares with a client's budget owners. It lists each contractor assignment with its end date, whether a renewal conversation is on record, the recommendation and the open client decision, with a timeline of end dates and decision points. It includes decision steps for each renewal and a callout for the assignment with no conversation recorded.
- Assignments table with end dates and status badges
- Timeline of end dates and decision points
- Recommendation callout
- Decision steps for each renewal
- No-conversation warning with owner and consequence
- Person rows for the decision makers
How to use this template
-
List the assignments ending soon
Add every contractor whose contract ends inside the next quarter, with start date, end date and days left.
-
Write the recommendation six weeks ahead
Record whether you recommend extension, change or end, and note the date the conversation with the client happened.
-
Name the decision maker and the date
Put the client budget owner and a decision date at least a week before each end date, and escalate any assignment with no conversation on record.
Frequently asked questions
Does the client see rates or margin?
No. The client view shows end dates, the recommendation and the decision. Rates and margin notes stay inside the agency.
What counts as a missed renewal?
A contract that ends without a recorded client decision counts as a miss, even if the work continues.
What does Contractor renewal plan help me do?
Raise every contractor end date at least six weeks ahead with a recommendation, and record the client's decision at least a week before the contract ends.
Who reads and maintains this page?
Client budget owners and the delivery director. The client head of platform engineering reviews it.
When is the page ready to share with the client?
Shared only after every assignment ending inside the quarter has a recommendation, a named client decision maker and a decision date.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.