Vendor Management - Templates & Policies

Vendor Management Mission Statement and Charter

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

Vendor Recommendation Presentation

Use the Vendor Recommendation Presentation to present your finalist and obtain final approval to negotiate and execute any agreements.

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.

VMware ELA RFQ Template

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

VMO ROI Stakeholder Report Template

Use this report template to demonstrate your VMO ROI to leadership and stakeholders.

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...

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.

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.
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