Strategy - Templates & Policies

Business Capability Evaluation Matrix Template

A business capability is an abstraction that helps describe what the enterprise does to achieve its vision, mission, and goals. A business capability can be further...

Metrics Evaluation Matrix Template

Gather metrics from three sources (business imperatives, high priority business capabilities, high priority initiatives) and insert them into the Metrics Evaluation...

Microsoft Licensing Purchase Reference Guide

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

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.

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...

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.
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VL Methodology