Strategy - Templates & Policies

Request for Information Template

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

Request for Proposal (RFP) Template

Use this template to issue a Request for Proposal.

Vendor Scorecard

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

Request for Quotation Template

Use this template to issue a Request for Quotation.

RASCI Chart

Use this template to complete a RASCI chart (Responsible, Accountable, Supported, Consulted, and Informed).

Microsoft Licensing Purchase Reference Guide

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

Stakeholder Power Map Template

Identify and prioritize the stakeholders that are important to your IT strategy development effort.

Vendor Management Program Plan

Use this template to document the inner workings of your VMO.

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.

IT Procurement Presentation Template

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