Strategy - Templates & Policies

Vendor Scorecard and Trending Graph

Use the vendor scorecard to measure the alignment, performance, risk, and relationship of your strategic vendors.

Vendor Code of Conduct Template

Use this Vendor Code of Conduct template to prepare your vendor’s expectations regarding your organization’s expectation of how you expect your vendors to conduct their...

Vendor Executive Summary Template

Use this Vendor Executive Summary Template to prepare your executives to meet with a vendor's executives.

Enhanced RFI Template

Use this template to create your enhanced request for information baseline template. Be sure to modify and configure the template to your organization’s specifications.

Enhanced RFI Evaluation Tool

Use this tool to collect and record the evaluation team's scores for each vendor's response to your enhanced RFI.

Long-Form RFP Template

Use this sample RFP as the basis for your template RFP, taking it all as is or picking and choosing the sections that best meet the mission and objectives of the RFP and...

Short-Form RFP Template

Use this Short-Form RFP Template for a less complex RFP that has basic requirements and perhaps a small window in which the vendors can respond.

RFP Evaluation Guidebook

Use this tool as template to guide your evaluation team in the methodology, process, and procedures for evaluating the RFP responses.

IT Category Plan Review Presentation

Use this tool to review the IT category plan with your stakeholders and to report the ROI of current accomplishments.

Software M&S Cancellation Decision Guide

Use this tool to provide guidance and validation when you consider cancelling a vendor's M&S.
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