Strategy - Templates & Policies

Salesforce Licensing Purchase Reference Guide

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

RASCI Chart

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

Vendor Scorecard

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

Vendor Transition Handbook

Use this template to guide your vendor transitions.

Vendor Management Team Meeting Agenda Template

Use this template to guide internal VMO meetings.

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.

Vendor Risk Management Program Manual

The Vendor Risk Management Program Manual will help you document your vendor risk management program to complement the IT risk management program.

Vendor Recommendation Presentation

Once you've selected a vendor, make a formal recommendation to management and relevant stakeholders.

Vendor Management Job Descriptions Template

Staff your vendor management office by using specialized job descriptions that will clearly define competencies and expectations.

Vendor Management Mission Statement and Charter

Define a specific value proposition and mission for your vendor management office.
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