Vendor List Evaluation Tool

This tool can be used in any purchase scenario, but is particularly effective in shortlisting candidates to a manageable size (three to five candidates) before issuing a...

Vendor File

Maintaining a single, centralized master record for each vendor is invaluable in managing the overall vendor relationship. Use this template to build a master file for...

Contract Approval Documentation Checklist

Use this tool to document all information and materials that must be available prior to approaching the enterprise’s executive for final permission to sign a vendor contract.

Contract Approval Form

Once an executive has reviewed the Purchase Recommendation, they will need to decide whether or not to approve the recommendation and the associated contract. The purpose...

Guide to Interpreting Standard Contracts

This tool is an information guide to help relative newcomers to contract law navigate the terms and concepts commonly used in IT vendor and service provider contracts.

Purchase Recommendation Template

The purpose of this template is to provide a framework for developing a recommendation report that will be presented to the enterprise’s executive.

Service Desk Outsourcing RFP Template

This template provides guidance for creating a detailed RFP for a service desk outsourcing project.

Outsource the Service Desk – Phase 2: Build Outsourcing Strategy and RFP

This phase of the blueprint, build outsourcing strategy and RFP, will help you formulate a detailed strategy that includes roles, objectives, risks, and metrics by which...

Service Desk Outsourcing Strategy Template

This template will allow you to create a comprehensive outsourcing strategy for your service desk.

Service Desk Process Maturity Assessment Tool

The purpose of the tool is to assess the overall health of a single service desk.
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