Vendor Management - Templates & Policies

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Request for Quotation Template

Use this template to issue a Request for Quotation.

Sample Reference Check Questions

Plan ahead when interviewing a vendor’s references. Determine the suitability of the vendor by asking the right questions of its previous clients.

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...

IT Procurement Presentation Template

Help executives understand your vendor selection recommendation by explaining the decision rationale in business terms.

Request for Proposal (RFP) Template

Use this template to issue a Request for Proposal.

ERP Solution Specification Template

A solution specification is a crucial part of the Enterprise Resource Planning (ERP) evaluation and selection process. IT leaders and project managers should use this...

Email Security Gateway Vendor Demo Script

Allowing vendors to run a product demonstration without your guidance will only highlight their strengths and present a subjective and skewed view of their product offering.

Enterprise Service Bus Project Charter Template

The ESB Project Charter is a formal document that will provide a comprehensive overview of the ESB project. The Charter can be used to convey information about the...

Enterprise Service Bus Communication Plan Template

The ESB Communication Plan is an internal document that will create visibility and awareness into the ESB project, and will help educate the ESB team on internal...
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