Vendor Management - Templates & Policies

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.

Vendor Executive Report Summary Template

Your executives will be meeting with your vendor’s executives from time to time. As a vendor manager, you should be in a position to provide your executives with a...

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.

Contract Playbook

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

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...

Evaluator’s Guidebook

All evaluators must understand the evaluation framework and compare proposals against predefined criteria. Distribute the Evaluator’s Guidebook to all team members to...

Vendor Review Meeting Agenda Template

Use this template to guide review meetings with your vendor.

UCaaS Solution RFP Template

Use this RFP template to issue your UCaaS RFP with confidence.
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