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.