Strategy - Templates & Policies

Lean RFP 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.

Contract Playbook

Use this template to create a framework of preferred terms and conditions and acceptable alternate language.

Internal Business Review Agenda Template

Use this template as an agenda guide for your periodic review of VMO initiatives and for reporting to your stakeholders.

Deal Summary Report Template

Use this Deal Summary Report Template to document the results of the negotiation process between your organization and the vendor.

VMO ROI Summary Template

Use this template to facilitate communication and update executives and stakeholders at the end of each phase.

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.
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