RFP Requirements Worksheet

Use this tool to assist you and your team in documenting the requirements for your RFP.

CLM RASCI Diagram

This tool will walk you through the process of identifying who in your organization is responsible for each stage of the contract lifecycle management (CLM) process.

CLM Maturity Assessment Tool

This tool will help you measure the maturity level of every stage of your current contract lifecycle management (CLM) processes.

Existing CLM Process Worksheet

This worksheet will help document and track your current contract lifecycle management (CLM) processes and identify stakeholders.

Red-Flag Words and Phrases Tool

Use this tool to identify common words and phrases that can shift the performance risk from the vendor to the customer.

SOW Maps Tool

Use this tool to map the project's requirements to the SOW provisions and to create a list of customer and vendor responsibilities under the SOW.

Contract or SOW Guide

Use this tool to establish a standard approach for which provisions go in the master agreement and which go in the SOW.

EA Capability Metric Definition Tool

After interviewing business stakeholders and identifying high priority capabilities and initiatives, record the definitions of the gathered metrics from the Metrics...

Value Measure List

During interviews with business stakeholders, while identifying high priority capabilities and initiatives, gather value measures and input them into the Value Measure List.

IT Integration Roadmap Tool

Use the IT Integration Roadmap Tool to track key elements during the M&A discovery, integration planning, and execution phases.
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