Templates & Policies

Low- and No-Code Communication Template

Use this template to narrate a story that describes the need and expectations of your low- and no-code initiative to get buy-in from stakeholders and interested parties.

Define a Sourcing Strategy Workbook

Use this workbook to capture results from the activities in the Define a Sourcing Strategy for Your Development Team storyboard.

Make the Case for Product Delivery Presentation Template

Use this template to help you capture and detail your case for product delivery.

Make the Case for Product Delivery Workbook

Use this workbook to capture the results from several exercises in the solution set Make the Case for Product Delivery.

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.

RFP Evaluation Guidebook

Use the Evaluation Guidebook to provide oversight and direction to your evaluation team on the governance of evaluating the vendors' proposals.

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.

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...

RFP Evaluation Tool

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

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.

Low- and No-Code Communication Template Use this template to narrate a story that describes the need and expectations of your low- and no-code initiative to get buy-in from stakeholders and interested parties.
Define a Sourcing Strategy Workbook Use this workbook to capture results from the activities in the Define a Sourcing Strategy for Your Development Team storyboard.
Make the Case for Product Delivery Presentation Template Use this template to help you capture and detail your case for product delivery.
Make the Case for Product Delivery Workbook Use this workbook to capture the results from several exercises in the solution set Make the Case for Product Delivery.
Create Personas to Drive Omnichannel Requirements Template Use this persona template to identify key customer personas for e-commerce and other channels.
RFP Evaluation Guidebook Use the Evaluation Guidebook to provide oversight and direction to your evaluation team on the governance of evaluating the vendors' proposals.
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.
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...
RFP Evaluation Tool Use this tool to collect and record the evaluation team's scores for each vendor's response to your Enhanced RFI.
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.

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