Strategy - Templates & Policies

IT Category Plan Review Presentation

Use this tool to review the IT category plan with your stakeholders and to report the ROI of current accomplishments.

RFP Evaluation Guidebook

Use this tool as template to guide your evaluation team in the methodology, process, and procedures for evaluating the RFP responses.

Enhanced RFI Template

Use this template to create your enhanced request for information baseline template. Be sure to modify and configure the template to your organization’s specifications.

Enhanced RFI Evaluation Tool

Use this tool to collect and record the evaluation team's scores for each vendor's response to your enhanced RFI.

Long-Form RFP Template

Use this sample RFP as the basis for your template RFP, taking it all as is or picking and choosing the sections that best meet the mission and objectives of the RFP and...

Short-Form RFP Template

Use this Short-Form RFP Template for a less complex RFP that has basic requirements and perhaps a small window in which the vendors can respond.

Vendor Management Initiative Headwinds/Tailwinds Analysis Template

Use the VM Headwinds/Tailwinds Analysis Template to obtain clarity on how your organization will help (tailwinds) the vendor management initiative to be successful and...

Attributes of a Valuable Vendor Template

Use this template to identify the attributes of a vendor that are important to your organization.

Vendor Management Initiative Quick Wins Template

Use this tool to identify the quick wins your VMI wants to accomplish.

Project Plan for the First 100 Days – Draft Template

Use this tool to draft a project plan for the "first 100 days" of your VMI.
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