Vendor Management - Templates & Policies

Strategy Alignment Map Template

This template contains examples of and instructions to create a strategy alignment map.

ERP Vendor Demonstration Script

Use this template to support your evaluation of vendors and their ERP products. Once complete, this template will provide vendors with scenarios that prompt them to...

Salesforce Licensing Purchase Reference Guide

Use this template to capture licensing stakeholder information, proposed changes to licensing, and negotiation items.

RASCI Chart

Use this template to complete a RASCI chart (Responsible, Accountable, Supported, Consulted, and Informed).

Endpoint Protection Request for Proposal

A request for proposal is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of...

Endpoint Protection Vendor Demo Script

This template is designed to provide EPP vendors with a consistent set of instructions, ensuring an objective comparison of product features, all while evaluating ease of...

Vendor Scorecard

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

Vendor Transition Handbook

Use this template to guide your vendor transitions.

Vendor Management Team Meeting Agenda Template

Use this template to guide internal VMO meetings.

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.
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