Vendor Management - Templates & Policies

UCaaS Solution RFP Template

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

Controlled Vendor Communications Letter

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

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.

Vendor Management Job Descriptions Template

Staff your vendor management office by using specialized job descriptions that will clearly define competencies and expectations.

Vendor Management Mission Statement and Charter

Define a specific value proposition and mission for your vendor management office.

Vendor Management Office Internal Survey

Gauge internal stakeholder buy-in for your vendor management office.

Vendor Recommendation Presentation

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

Vendor Transition Handbook

Use this template to guide your vendor transitions.

Vendor Review Meeting Agenda Template

Use this template to guide review meetings with your vendor.

Salesforce Licensing Purchase Reference Guide

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