Vendor Management - Templates & Policies

Risk Report

Create a succinct, impactful document that summarizes the outcomes from the risk assessment and highlights the IT risk council’s top recommendations to the senior...

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...

eDiscovery Business Case Template

This template is meant to help IT make the case for a formalized eDiscovery process.

Salesforce Licensing Purchase Reference Guide

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

eDiscovery Process Communication Plan Template

This communication plan template provides a structure for managing ongoing communications between stakeholders over the course of the project.

Scenario Template

Vendor demonstrations will prove that vendors can deliver on their promises. Provide vendors with a specific, straightforward explanation of what they must show during...

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 Recommendation Presentation

Once you've selected a vendor, make a formal recommendation to management and relevant stakeholders.

VMware ELA RFQ Template

Use this template to issue a Request for Quotation (RFQ). Fill out the tab with procurement-specific details and pricing.

Negotiation Timeline for Microsoft

Use this timeline to navigate your negotiations with Microsoft.
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