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Quickly and easily gather your system requirements and prepare your RFI & RFP

Learn more about RFI/RFP Templates for:

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IT proposal / software system selection tools available for free download

Project Scope Checklist: 30 points to consider for a software project scope document.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 43 KB. View project scope checklist or download a free copy

Download a FREE copy of the Project Scope Checklist - click here

Return On Investment Calculator: For IT system proposals.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 85 KB. View return on investment calculator or download a free copy

Download a FREE copy of the Return on Investment Calculator - click here

Project Budget Template - for IT Software Projects: With sample data.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 70 KB. View project budget template or download a free copy

Download a FREE copy of the Project Budget Template - click here

Stakeholder Analysis Form: Identify stakeholders and issues with the project plus actions to resolve them.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 38 KB. View stakeholder analysis or download a free copy

Download a FREE copy of the Stakeholder Analysis Form - click here

Sample Project Plan: For packaged software system selection.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 172 KB. View sample project plan or download a free copy

Download a FREE copy of the Sample Project Plan - click here

RACI Matrix: For listing project tasks and roles / responsibilities.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 40 KB. View RACI Matrix or download a free copy

Download a FREE copy of the RACI Matrix - click here

Proposal Evaluation Sheet: 55 IT software project proposal points to consider, from the executive board point of view.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 46 KB. View proposal evaluation sheet or download a free copy

Download a FREE copy of the Proposal Evaluation Sheet - click here

Project Initiation Checklist: 30 things to consider when commencing a system selection.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 41 KB. View project initiation checklist or download a free copy

Download a FREE copy of the Project Initiation Checklist - click here

Project Issue Log: For recording and tracking issues eg within the software system selection process.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 41 KB. View project issue log or download a free copy

Download a FREE copy of the Project Issue Log - click here

Vendor Selection Check Sheet: A pre-RFI questionnaire to assist short listing HR software vendors.

Available in MS Word 2003, MS Windows 95-XP format. File size: 48 KB. View vendor selection check sheet or download a free copy

Download a FREE copy of the Vendor Selection Check Sheet - click here

Comparison Chart of RFI Responses: A simple chart to assist with identifying a short list of the best solutions.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 42 KB. View comparison chart of RFI responses or download a free copy

Download a FREE copy of the Comparison Chart of RFI Responses - click here

Software Demonstration Checklist: To ensure you cover everything you need to when attending a software demonstration.

Available in MS Word 2003, MS Windows 95-XP format. File size: 49 KB. View software demonstration checklist or download a free copy

Download a FREE copy of the Software Demonstration Checklist - click here

Software Quality Checklist: Things to look for, to help identify software quality.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 40 KB. View software quality checklist or download a free copy

Download a FREE copy of the Software Quality Checklist - click here

Risk Assessment Form: A simple risk assessment form for software projects.

Available in MS Word 2003, MS Windows 95-XP format. File size: 42 KB. View risk assessment form or download a free copy

Download a FREE copy of the Risk Assessment Form - click here

Risk Assessment Worksheet: For software system selection. Includes 100 pre-defined potential risks which you may add to, delete or tailor to your precise situation.

Available in MS Excel 2010 (.xlsx), MS Windows 7 format. File size: 32 KB. View risk assessment worksheet or download a free copy

Download a FREE copy of the Risk Assessment Worksheet - click here

Project Reporting Form: A simple report showing project progress and Red / Amber / Green task completion status.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 48 KB. View project reporting form or download a free copy

Download a FREE copy of the Project Reporting Form - click here

Project Status Report Template: Easy-to-use  template to report project status.

Available in MS Excel 2010, MS Windows 7 format. File size: 20 KB. View project status report template or download a free copy

Download a FREE copy of the Project Status Report Template - click here

Service Level Agreement Checklist: 75 questions to ask and things to consider when preparing a Service Level Agreement.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 47 KB. View Service Level Agreement Checklist or download a free copy

Download a FREE copy of the Service Level Agreement Checklist - click here

Reference Site Visit Checklist: 50 questions to ask when visiting a software vendor’s reference site.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 42 KB. View reference site visit checklist or download a free copy

Download a FREE copy of the Reference Site Visit Checklist - click here

Due Diligence Checklist for Supplier Financials: A checklist to quickly identify issues with a potential software supplier’s accounts and finances.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 44 KB. View due diligence checklist - supplier financials or download a free copy

Download a FREE copy of the Due Diligence Checklist for Supplier Financials - click here

Due Diligence Checklist for Supplier Personnel: Questions to ask about a potential software supplier’s employees.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 43 KB. View due diligence checklist - supplier personnel or download a free copy

Download a FREE copy of the Due Diligence Checklist for Supplier Personnel - click here

Due Diligence Checklist for a Vendor’s Software Product Development: Find out more about a vendor’s software product history, its development and future.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 44 KB. View due diligence checklist - vendor product development or download a free copy

Download a FREE copy of the Due Diligence Checklist for a Vendor's Software Product Development - click here

Due Diligence Checklist for Vendor Support: Questions to ask a software vendor about their support.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 45 KB. View due diligence checklist - vendor support or download a free copy

Download a FREE copy of the Due Diligence Checklist for Vendor Support - click here

Due Diligence Checklist for Implementation Methodology: Examine a software vendor’s implementation methodology.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 44 KB. View due diligence checklist - implementation methodology or download a free copy

Download a FREE copy of the Due Diligence Checklist for a Vendor's Implementation Methodology - click here

Negotiating Software Agreements Checklist: A list of key things to consider.

Available in MS Excel 97-2003, MS Windows 95-XP format. File size: 46 KB. View negotiating software agreements checklist or download a free copy

Download a FREE copy of the Negotiating Software Agreements Checklist - click here

Visit Software Selection Resources for more impartial information, knowledge and resources to assist you with selecting new Accounting, CRM, HR and Payroll software

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