Acquisition Plan Template – MS Word & Excel

You can use this Acquisition Plan template (16 pages MS Word and 3 MS Excel spreadsheets) when managing software projects that involve acquiring software and bringing products and services in-house. An Acquisition Plan also help you plan how you to take possession of a business, service or software that you plan to acquire, for example, during a merge or when partnering with another software company.

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Use this Acquisition Plan template to:

  • Manage the acquisition of hardware, software, and services
  • Define key acquisition dates; identify hardware and software specifications
  • Prepare an approach to contract management
  • Ensure the availability of funding; provide Evaluation personnel with data for evaluating proposals
  • Ensure that vendors have adequate data for preparing bids


Example of 5 year acquisition plan with color coding and conditional formatting

Arrows indication changes in cash outlays, inflow, and cash flows


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Acquisition Plan Template: Sample Screenshots

Coverpage, legal text, and preface page. You can remove the Gerry the Giraffe if you wish.

Blue Theme – The Document History page, and the Table of Contents for the Acquisition Plan.

This is from the Red Theme. The content is the exact same, just red and silver for the headings.

Document History and screenshots of the Chapter 1, the introduction to the acquisition plan.

In the section, you document the Hardware and Software specifications.

In this screenshot, we have removed the giraffe to show you what it looks like.

Here we document the acquisition approach, including the strategy, evaluation, and procurement activities

The cover page of the Acquisition Plan Template: Red Theme

3 Free Acquisition Plan Excel Templates

Acquisition Plan Excel Template: 5 Year Plan Spreadsheet

Acquisition Plan Excel Template: Capital Funding

Acquisition Plan Excel Template: Process Timeline

Acquisition Plan Excel Template: Capital Funding with chart

Acquisition Plan Template: Table of Contents

The table of contents is as follows:

1    Introduction

1.1 Objectives

1.2 Background

1.3 Scope

1.4 Acquisition Plan Thresholds

1.5 Assumptions

1.6 Constraints

2 Procurement Approach

2.1 Acquisition Strategy

2.1.1 Approach to Sourcing

2.1.2 Acquisition Method

2.1.3 Regulations

2.1.4 Funding

2.1.5 Lead Time

2.1.6 Consideration

2.1.7 Sources

2.2 Evaluation and Award

2.3 Procurement Activities Key Dates

3.5 Support Services

3.6 Site Preparation

4 Software Specifications

4.1 Required Capabilities

4.2 Capacity

4.3 Documentation

4.4 Maintenance Features

4.5 Sources

4.6 Impact

5 Contact Management

5.1 Vendor Orientation

5.2 Change Management

5.3 Deliverables Management

5.4 Invoice Management

5.5 Dispute Resolution

5.6 Contract Closeout

5.7 Tools

6 Appendix A

6.1 Glossary Of Terms

6.2 Acronyms And Abbreviations

Acquisition Plan Template: Contents & Format

The templates are in Microsoft Word and Excel (.doc and .xls) and can be downloaded online for only $9.99. The template pack includes the following:

2 x Acquisition Plan Templates 16 pages x MS Word  
5 Year Acquisition Plan  1 x MS Excel  
Acquisition Plan Capital Funding  1 x MS Excel  
Acquisition Process Timeline  1 x MS Excel  


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