Templates & Policies

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Release Management Process Standard Template

Use this template to document your release processes, roles and tools of your release management standard.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Contract Negotiation Tactics Playbook

There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.

Minimum Viable Business Case Document

This document helps you store, present, and utilize the information in your minimum viable business case.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Software Buyer's Checklist This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.
Release Management Process Standard Template Use this template to document your release processes, roles and tools of your release management standard.
Vendor Communication Management Plan Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.
Software Business Use Case Template Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.
Contract Negotiation Tactics Playbook There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.
Minimum Viable Business Case Document This document helps you store, present, and utilize the information in your minimum viable business case.
Business Case Readiness Checklist This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.
Full-Form Business Case Presentation Template Use this template to compile all essential elements of the business case in a presentable format.
Summary Business Case Presentation Template Use this template for a short-form presentation of the business case that focuses on the key analysis.
Business Case Close-Out Form Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

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