IT Vendor Review Meeting Template Kit
A reusable template bundle — agenda, scoring rubric, TCO spreadsheet, and follow-up email pack — that gives IT managers a structured, repeatable process for evaluating and presenting vendor decisions to leadership.
- ▸Quick-Start Guide — A 30-minute workflow that shows how the four files connect and where to start based on where you are in the process
- ▸Vendor Review Agenda — Timed meeting structure with discussion prompts for both vendor demo meetings and internal leadership sign-off meetings
- ▸Vendor Scoring Rubric — Weighted 8-criteria evaluation template covering Security Posture, SLA Terms, Support Tiers, Integration Complexity, TCO, Implementation Timeline, Vendor Financial Stability, and Contract Flexibility — with disqualification flags built in
- ▸3-Year TCO Spreadsheet — Side-by-side cost comparison for up to three vendors, including license escalators, implementation labor, integration, training, and support costs. Opens in Excel, Google Sheets, or Numbers
- ▸Follow-Up Email Pack — Four post-evaluation email templates: internal recommendation to leadership, vendor selection notice, vendor rejection, and optional all-staff announcement
## goes-well-with
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## not-ready-to-buy
Take the field notes instead
One practical write-up a week from the same workbench these kits come from — plus reader pricing when new kits ship.