Contract Template Tip 10: How to Roll Out New Templates Like a Pro

To conclude our series on how to improve your Business Contract Templates, I will share with you the expert steps I advise to use when rolling out your new templates in your organisation.

Having introduced new templates, policies and procedures for more than 15 years as Legal Counsel / Manager in various companies, I have a lot of (too much!) information to share on this complex and multifaceted subject – which I hope will be of great insight to you.

As a business leader, I know how precious your time is. Therefore, instead of packing all my insights into one long article, I have decided to break it down in separate posts which I will share with you in the next weeks.

Examples where you can use these expert tips:

Roll-out of a new template:
– Customer Contract
– Partner Agreement
– Order Form
– NDA (Confidentiality Agreement)
– DPA (Data Processing Addendum)

Introduction of a new policy & procedure that your teams need to follow:
– Contract Procedure explaining all steps in the contract negotiation process
– Contract approval policy 
– Legal Involvement Policy (e.g. legal involvement is only approved after completion of a questionnaire and for deals > 100k) 
– Vendor Questionnaire Procedure/Handbook

Looking forward to share my insights on this topic with you in the next weeks! If you have any questions in the meantime, do let me know in the comments or in a direct message.

Please see the full list of articles with all steps to take to successfully roll out contract templates in a company::

1. Effective Communication
2. Communicate Early
3. Checklist
4. Tips how to send out the new template
5. Steps to take after sharing the new template