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Templates & Policies

Make the Case for Product Delivery Workbook

Use this workbook to capture the results from several exercises in the solution set Make the Case for Product Delivery.

Make the Case for Product Delivery Presentation Template

Use this template to help you capture and detail your case for product delivery.

Retail Industry Business Reference Architecture Template

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

Create Personas to Drive Omnichannel Requirements Template

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

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.

RFP Evaluation Guidebook

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

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...

RFP Evaluation Tool

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

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.
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