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Vested

Based on research with…

HASLAM College of Business. The university of Tennessee, Knoxville
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Welcome to the Vested Open Source Toolkit

  • Business Relationships
  • Personal Relationships

Awareness

General (downloadable Zip file)

  • Getting the Most From Vested Open Source Materials
  • Vested Glossary

Benchmarking Self-Assessment (downloadable Zip file)

  • 12 Ailments Self-Assessment +links directly to assessment
  • 12 Ailments Self-Assessment Consensus

Orientation Open Share Slides (opens a new page)

+ Items marked with this icon open directly to the assessments. Items not marked with this icon download in either the topic heading zip file, or you may download all toolkit files here.

Understanding

Stakeholders (downloadable Zip file)

  • Stakeholder Analysis Workbook (simplified version)
  • Elephant in the Room

Laying the Foundation

  • Expectations Sharing Matrix (downloadable Word document)
  • Transparency Commitment Matrix (downloadable Word Document)
  • Compatibility and Trust Assessment (opens a new page)

Business Model Map Diagnostics Resource (downloadable Word document)

  • Business Model Mapping Toolkit

Project Planning (downloadable Zip file)

  • Vested Sample Project Plan
  • Risk Assessment Worksheet

Benchmarking Self-Assessment (downloadable Zip file)

  • Readiness Self-Assessment + links directly to assessment
  • Readiness Self-Assessment Consensus
  • 10 Elements Self-Assessment + links directly to assessment
  • 10 Elements Self-Assessment Consensus
  • Contract Review Quick Guide Evaluation Checklist

Implementation

Statement of Intent (downloadable Word document)

  • Statement of Intent Workbook

Requirements Roadmap (downloadable Zip file)

  • Requirements Roadmap Instructions
  • Microsoft Word® Version Template
  • Microsoft Excel® Version Template

Taxonomy/Workload Allocation Worksheet (downloadable Zip file)

  • Taxonomy/Workload Allocation Instructions
  • Taxonomy/Workload /Allocation Worksheet

Economic Model Framework

  • Pricing Model Checklist (downloadable PDF)
  • Economic Model Framework template (downloadable PDF)
  • Economic Model Framework: EY-ISS EPIC Relationship (downloadable PDF example)

Staying Aligned

  • Governance Checklist (downloadable PDF)

Be inspired: How to apply the Vested Five Rules to your personal relationships

Rule 1 – Statement of Intent (downloadable Word document)

Rule 2 – Taxonomy and Workload Allocation (downloadable Word document)

Rule 3 – Requirements Roadmap (downloadable Word document)

Rule 4 – Economic Model Framework (downloadable PDF)

Rule 5 – Staying Aligned Example (downloadable PDF)

Want even more great resources?

The Vested team has also created six courses to help you learn the art and science of developing Vested agreements that drive innovation and create value. Learn more about these courses.


Please note: By using the Vested Open Source Material, you implicitly represent and warrant that you have read, understood, and agree to be bound by these rules.

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