Strategy - Templates & Policies

RASCI Chart

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

Salesforce Licensing Purchase Reference Guide

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

Vendor Scorecard

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

Controlled Vendor Communications Letter

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

Vendor Management Program Plan

Use this template to document the inner workings of your VMO.

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.

Vendor Review Meeting Agenda Template

Use this template to guide review meetings with your vendor.

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.
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