Tools & Templates

Request for Proposal Evaluation Grid

Use this tool to guide vendor selection decision making for each proposal received.

Request for Proposal Template

Use this template to craft an RFP that clearly explains the goals and needs your organization is looking to fulfill and how vendors will be evaluated.

Guide for Vendors

Use this template to provide the chosen vendor with thorough information about your organization’s process(es) and brand.

Turnover Tracking Tool

Use this tool to record and track turnover data over time.

Business Case Workbook

Use this tool to document all the elements of your business case analysis.

Request for Information Template

Use this template to help you prepare a Request for Information (RFI) to potential vendors.

Request for Quotation Template

Use this template to help you prepare a Request for Quotation (RFQ) from potential vendors.

Business Case Close-Out Form

Use this template to close out your business case after a decision has been reached.

HRIS Strategy Documentation Tool

Use this tool to document the results of project activities or to generate ideas for the activities themselves.

HRIS Primer

Use this primer for an overview of foundational HRIS concepts and knowledge.
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