Strategy - Templates & Policies

Negotiation Timeline for Microsoft

Use this timeline to navigate your negotiations with Microsoft.

Risk Event Action Plan

Integrate IT risk management with business risk management by creating a paper trail for key risks.

Risk Report

Create a succinct, impactful document that summarizes the outcomes from the risk assessment and highlights the IT risk council’s top recommendations to the senior...

Stakeholder Power Map Template

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

Request for Information Template

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

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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