| 80+ deliverable & content templates, including examples |
Deliverable templates for project management and five project work phases -- Initiation, Diligence, Scoring Process, Solution Needs Brief-RFP, and Evaluation & Selection.
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| Microsoft Excel -- No Installation Required, Ready to Use |
All templates are designed and developed using Excel, making them simple and easy to use. This Playbook does not rely on VBA, macros, or any complex features. To use this Playbook, you only need Microsoft Excel, which is available for both Windows and Mac. |
| Four Workbooks |
The Playbook consists of four Excel workbooks: Project, Scorecard, Scoresheet V1, and Scoresheet V2. |
| 100% Customizable and Ready to Print |
All deliverables and content templates can be fully customized to meet your specific needs. |
| Scale |
Choose the deliverables that align with the your project's scale and investment magnitude. Utilize the Playbook for both large and small projects. |
| Lifetime License |
Purchase the Playbook once and use it for any projects you take part in. |
| Pre-populated Content |
Many deliverable templates include draft content from actual project work. Utilize this content to accelerate your deliverable creation process. |
| Customizable Cell Styles |
Use cell styles to customize formats and colors across all templates. Cell styles include normal, input, calculation, title, heading, dropdown, date, percentage, and currency. |
| Project Management |
Utilize the project board to manage deliverables, scope, status, progress, and key updates. Conduct project risk surveys to evaluate team members' confidence in successfully achieving the project's objectives. |
| Initiation |
Deliverable and content templates include mission, project roles, organization chart , RACI, timeline, risk-issue-decision-lessons tracking log, guiding principles, draft scoring methods, and draft project charter.
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| Diligence |
Deliverables and content templates include current software assessment, as-is business model canvas, SWOT analysis, vendor software research, needs structure, vital needs, requirements checklist, peer networking, vendor customer satisfaction and momentum matrix,to-be business model canvas, vendor business model canvas, case studies, question design, scoring methods, scoring process, and scoring framework.
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| Case Study Recaps |
Case studies of actual vendor software evaluation and selection projects reveal their outcomes. A key finding is that there is no single correct method or approach. Instead, an organization's vendor selection strategy depends on its policies, culture, and the level of risk it is willing to accept. |
| Question Design |
Guidance on designing vendor questions, including six question types: open-ended, yes or no, multiple choice, scale-based, scenario-based, and prioritization examples. |
| Scoring Process |
Everything you need to score vendor proposal submissions, interviews, software demonstrations, and field visits, including scoring basis, minimum vendor needs, do not publish questions, vendor scorecards, minimum needs scorecard, scoresheets, and deleted questions log.
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| Scorecards |
Fully functional scorecards to assign decision factors and weights, question weights, and question rating scores that tally total vendor points or rating scores earned. Additionally an Integrated scorer consensus process identifies questions that require further discussion based on the variability in scorer ratings.
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| Scoring Methods |
Overviews of 12+ scoring methods, including narrative-based assessment frameworks such as SPRONTO™--Strategy, Process, Relationship, Organization, Network, Technology, and Operations.
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| Solution Needs Brief-RFP |
Deliverable and content templates, many of them pre-populated with draft content, include Brief-RFP creation, technical questionnaire, infrastructure questionnaire, security questionnaires - hosted and onsite, vendor company questionnaire, 3rd party company questionnaire,needs questionnaire, and vendor cost worksheet for recording one-time and annual recurring costs.
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| Evaluation & Selection |
Deliverable and content templates, many with pre-populated draft content, including minimum vendor needs scoring checklist, minimum needs scoring, scorecards, scoresheets, recap scores and question statistics, interview-demo agenda, solution demo agenda, customer references agenda and questions, vendor sandbox on-hands demo agenda, vendor sandbox demo scenarios, implementation and support RACIs, field visit agenda, SPRONTO™ (strategy, process, relationship, organization, network, technology, and operations) narrative assessment, vendor agreement negotiation framework, and vendor recommendation.
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| Resources |
Research-related AI and advanced search resources and editable digital assets.
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