Strategy - Templates & Policies

Software M&S Cancellation Decision Guide

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

Software M&S Executive Summary Template

Use this template to present your results of the project to your leadership.

VMO ROI Stakeholder Report Template

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

VMware ELA RFQ Template

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

Vendor Transition Handbook

Use this template to guide your vendor transitions.

Salesforce Licensing Purchase Reference Guide

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

Vendor Review Meeting Agenda Template

Use this template to guide review meetings with your vendor.

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.
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