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By now, you have collected a wealth of information—line‐item pricing reports, contracts and pricing agreements, and scope‐of‐work/specification documents. You have interviewed end users and suppliers to better understand some of the more subjective aspects of the relationship. It is now time to build your baseline document.

The baseline document is a summary of everything you have learned during the Data Collection phase. This document comes in handy when reporting back to end users, developing RFPs or other bid documentation, and comparing proposals later on during the initiative. It is also used to calculate any savings achieved during the initiative.

The baseline document converts your data into four types of information:

1 Pricing information (including an analysis of line‐item detail)

2 Service‐level information

3 Contractual requirements

4 Go‐forward strategy