Business Processes - Templates & Policies

Controlled Vendor Communications Letter

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

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Contract Negotiation Tactics Playbook

There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.
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