Templates & Policies

Create Personas to Drive Omnichannel Requirements Template

Use this persona template to identify key customer personas for e-commerce and other channels.

Vendor Recommendation Presentation

Use the Vendor Recommendation Presentation to present your finalist and obtain final approval to negotiate and execute any agreements.

Long-Form RFP Template

Use this sample RFP as the basis for your template RFP, taking it all as is or picking and choosing the sections that best meet the mission and objectives of the RFP and...

Short-Form RFP Template

Use this Short Form RFP template for a less complex RFP that has relatively basic requirements and perhaps a small window in which the vendors can respond.

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.

RFP Evaluation Tool

Use this tool to collect and record the evaluation team's scores for each vendor's response to your Enhanced RFI.

RFP Evaluation Guidebook

Use the Evaluation Guidebook to provide oversight and direction to your evaluation team on the governance of evaluating the vendors' proposals.

PMO Strategic Plan

This template will help you compose a PMO strategy. Follow the steps in the blueprint to complete the strategy.

PMO MS Project Plan Sample

Use this tool to determine the next steps and assign tasks to the appropriate people.

Sports Entertainment Industry Business Reference Architecture Template

Use this template in conjunction with the Sports Entertainment Industry Business Reference Architecture.
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