Vendor Management - Templates & Policies

Vendor Management Office Internal Survey

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

Risk Event Action Plan

Integrate IT risk management with business risk management by creating a paper trail for key risks.

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 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.

Negotiation Timeline for Microsoft

Use this timeline to navigate your negotiations with Microsoft.

Vendor Transition Handbook

Use this template to guide your vendor transitions.
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