Vendor Management - Templates & Policies

UCaaS Vendor Demo Script

When a shortlist of Unified Communication as a Service vendors has been created and it is time to have them demonstrate their solution, there is a need for a consistent...

Vendor Risk Management Program Manual

The Vendor Risk Management Program Manual will help you document your vendor risk management program to complement the IT risk management program.

VMO ROI Summary Template

Use this template to facilitate communication and update executives and stakeholders at the end of each phase.

Deal Summary Report Template

Use this Deal Summary Report Template to document the results of the negotiation process between your organization and the vendor.

Internal Business Review Agenda Template

Use this template as an agenda guide for your periodic review of VMO initiatives and for reporting to your stakeholders.

Contract Playbook

Use this template to create a framework of preferred terms and conditions and acceptable alternate language.

Lean RFP Template

Use this template to create your Enhanced Request for Information baseline template. Be sure to modify and configure the template to your organization’s specifications.

RFP Evaluation Tool

Use this tool to collect and record the evaluation team's scores for each vendor's response to your Enhanced RFI.

Long-Form RFP Template

Use this sample RFP as the basis for your template RFP, taking it all as is or picking and choosing the sections that best meet the mission and objectives of the RFP and...

Short-Form RFP Template

Use this Short Form RFP template for a less complex RFP that has relatively basic requirements and perhaps a small window in which the vendors can respond.
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