Negotiating an IT outsourcing deal has many steps, from sending out a request for proposal (RFP) to nailing down contract terms, including service-level agreements (SLAs). Those processes can be easier if you have best practices or even IT outsourcing templates to follow, as they walk you through the steps and decision points.
Here, we have compiled a sampling of free IT outsourcing templates to help enterprise organizations in their sourcing strategies. These include SLA templates, RFP templates and more. Offered by a range of organizations, from professional associations to vendors and publishers, the templates and other materials can help you enter into a sourcing negotiation confidently and reach your goals. Have a look.
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| Sourcing templates and scorecards |
SOURCE: Finpro Shanghai (an association of Finnish companies that presented in
China)
OFFERING: A step-by-step guide to setting selection
criteria, evaluating candidate companies, requesting and
Requires Free Membership to View
SOURCE: Strategic Sourcing Europe
OFFERING: Links to three supplier scorecards that will help you measure
and monitor your supplier performance, quality and cost.
SOURCE: Ethiosys.
OFFERING: A guide to metrics for measuring
the success of your IT outsourcing deal, such as network availability and delivery time, as well as
an uptime calculator.
| SLA templates |
SOURCE: Information Technology Services
OFFERING: A format for assessing vendor
responsibilities and procedures, and a measureable description of services being provided.
SOURCE: KnowledgeLeader
OFFERING: A sample template for developing
SLAs that addresses file delivery expectations, escalation actions and resources, services
hours for problem resolution and more.
SOURCE: Sourcingmag.com
OFFERING: A series of essays providing advice on setting outsourcing SLAs, including
doing a risk assessment, covering contract disputes and managing the contract after it's
signed.
SOURCE: The SLA Toolkit
OFFERING: A partial SLA
template for clauses related to quality of service, remedies for breaches, compensation,
customer duties and more.
| Software outsourcing RFP template |
SOURCE: Toolbox for IT
OFFERING: A Google Doc of an RFP
addressing technical specifications, engagement governance, project management and more.
This was first published in November 2009