Applications - Templates & Policies
Topics
Release Management Process Standard TemplateUse this template to document your release processes, roles and tools of your release management standard. |
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Vendor Communication Management PlanMost SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process. |
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Software Business Use Case TemplateDocument both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why. |
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Contract Negotiation Tactics PlaybookThere are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances. |
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Business Case Readiness ChecklistThis template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case. |
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Full-Form Business Case Presentation TemplateUse this template to compile all essential elements of the business case in a presentable format. |
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Summary Business Case Presentation TemplateUse this template for a short-form presentation of the business case that focuses on the key analysis. |
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Business Case Close-Out FormUse the template to go through a checklist of activities that should happen and the accompanying sign-offs. |
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HRIS Vendor Communication SetUse this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of... |
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CRM Request for Proposal TemplateRequest for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired... |
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