--- title: "Identity Buyer Resources — RFP Templates, Checklists & Playbooks | IDSync" description: "Free RFP templates, SSO migration checklists, joiner/mover/leaver guides, SCIM, MFA rollout, and AI agent identity checklists for identity teams." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://idsync.com/" }, { "@type": "ListItem", "position": 2, "name": "Resources", "item": "https://idsync.com/resources" } ] }, { "@context": "https://schema.org", "@type": "CollectionPage", "name": "Identity Buyer Resources", "description": "Free RFP templates, SSO migration checklists, joiner/mover/leaver guides, SCIM, MFA rollout, and AI agent identity checklists for identity teams.", "url": "https://idsync.com/resources", "hasPart": [ { "@type": "Article", "headline": "IAM RFP Template", "description": "A structured RFP you can send to identity vendors covering workforce IAM, SSO, MFA, IGA, and lifecycle automation requirements.", "url": "https://idsync.com/resources/iam-rfp-template", "dateModified": "2026-05-31T13:33:33.921934+00:00" }, { "@type": "Article", "headline": "SSO Migration Checklist", "description": "Step-by-step plan to migrate from legacy SSO (ADFS, classic IdPs) to a modern SSO provider without breaking downstream apps.", "url": "https://idsync.com/resources/sso-migration-checklist", "dateModified": "2026-03-11T19:31:26.450251+00:00" }, { "@type": "Article", "headline": "Joiner / Mover / Leaver Checklist", "description": "Operational baseline for lifecycle automation: provisioning on day one, role changes mid-lifecycle, and complete deprovisioning on exit.", "url": "https://idsync.com/resources/joiner-mover-leaver-checklist", "dateModified": "2026-05-31T13:33:33.921934+00:00" }, { "@type": "Article", "headline": "AI Agent Identity Checklist", "description": "Govern identities, scopes, and trust boundaries for autonomous agents, copilots, and bots — before they reach production.", "url": "https://idsync.com/resources/ai-agent-identity-checklist", "dateModified": "2026-05-31T13:33:33.921934+00:00" }, { "@type": "Article", "headline": "SCIM Implementation Checklist", "description": "Plan and ship SCIM 2.0 provisioning for a SaaS app or internal tool without surprising your customers.", "url": "https://idsync.com/resources/scim-implementation-checklist", "dateModified": "2026-05-31T13:33:33.921934+00:00" }, { "@type": "Article", "headline": "Identity Governance Readiness Checklist", "description": "Assess whether your organization is ready for a modern IGA program — and what to fix before you sign a contract.", "url": "https://idsync.com/resources/iga-readiness-checklist", "dateModified": "2026-05-31T13:33:33.921934+00:00" }, { "@type": "Article", "headline": "MFA Rollout Checklist", "description": "Roll out phishing-resistant MFA across your workforce without help-desk overload or exec escalations.", "url": "https://idsync.com/resources/mfa-rollout-checklist", "dateModified": "2026-05-31T13:33:33.921934+00:00" }, { "@type": "Article", "headline": "Vendor Evaluation Scorecard", "description": "Score identity vendors apples-to-apples across capability, security, commercial, and implementation risk.", "url": "https://idsync.com/resources/vendor-evaluation-scorecard", "dateModified": "2026-05-31T13:33:33.921934+00:00" } ] } ] --- [![IDSync — identity software buyer platform](/assets/idsync-logo-BKS89EW4.png)](/) [Directory](/directory) [Compare](/compare) [Resources](/resources) [Browse tools](/directory)[Run Stack Finder](/stack-finder) 1. [Home](/) 2. Resources Resources # Identity buyer resources, templates & checklists Practical, vendor-neutral guides for identity, security, and IT teams running evaluations or rollouts. Pair them with the IAM Stack Finder to build a shortlist tailored to your stack. [Run the IAM Stack Finder](/stack-finder)[Browse the directory](/directory) Quick answer ## What identity buyer resources does IDSync publish? Short answer IDSync publishes free, vendor-neutral RFP templates, SSO migration checklists, joiner/mover/leaver guides, SCIM implementation checklists, MFA rollout plans, IGA readiness assessments, vendor scorecards, and AI agent identity checklists. Best for Identity, security, and IT leaders running structured vendor evaluations or rollout plans. When to choose You're building a shortlist, drafting an RFP, or planning a migration and want a vendor-neutral baseline. When not to choose You need vendor-specific implementation support — pair these with the IAM Stack Finder or a buyer advisor instead. Related tools & categories [IAM Stack Finder](/stack-finder)[Browse vendors](/directory)[Talk to an advisor](/contact) AllChecklistsTemplates 1. Template ## [IAM RFP Template](/resources/iam-rfp-template) A structured RFP you can send to identity vendors covering workforce IAM, SSO, MFA, IGA, and lifecycle automation requirements. RFP Procurement IAM [Download](/resources/iam-rfp-template) [Use with Stack Finder](/stack-finder) 2. Checklist ## [SSO Migration Checklist](/resources/sso-migration-checklist) Step-by-step plan to migrate from legacy SSO (ADFS, classic IdPs) to a modern SSO provider without breaking downstream apps. SSO Migration ADFS [Download](/resources/sso-migration-checklist) [Use with Stack Finder](/stack-finder) 3. Checklist ## [Joiner / Mover / Leaver Checklist](/resources/joiner-mover-leaver-checklist) Operational baseline for lifecycle automation: provisioning on day one, role changes mid-lifecycle, and complete deprovisioning on exit. JML Lifecycle IGA [Download](/resources/joiner-mover-leaver-checklist) [Use with Stack Finder](/stack-finder) 4. Checklist ## [AI Agent Identity Checklist](/resources/ai-agent-identity-checklist) Govern identities, scopes, and trust boundaries for autonomous agents, copilots, and bots — before they reach production. AI Agents NHI [Download](/resources/ai-agent-identity-checklist) [Use with Stack Finder](/stack-finder) 5. Checklist ## [SCIM Implementation Checklist](/resources/scim-implementation-checklist) Plan and ship SCIM 2.0 provisioning for a SaaS app or internal tool without surprising your customers. SCIM Provisioning Builder [Download](/resources/scim-implementation-checklist) [Use with Stack Finder](/stack-finder) 6. Checklist ## [Identity Governance Readiness Checklist](/resources/iga-readiness-checklist) Assess whether your organization is ready for a modern IGA program — and what to fix before you sign a contract. IGA Governance Audit [Download](/resources/iga-readiness-checklist) [Use with Stack Finder](/stack-finder) 7. Checklist ## [MFA Rollout Checklist](/resources/mfa-rollout-checklist) Roll out phishing-resistant MFA across your workforce without help-desk overload or exec escalations. MFA Passwordless Rollout [Download](/resources/mfa-rollout-checklist) [Use with Stack Finder](/stack-finder) 8. Template ## [Vendor Evaluation Scorecard](/resources/vendor-evaluation-scorecard) Score identity vendors apples-to-apples across capability, security, commercial, and implementation risk. RFP Scorecard Procurement [Download](/resources/vendor-evaluation-scorecard) [Use with Stack Finder](/stack-finder) IDSync provides educational buyer guidance based on publicly available information, editorial review, and user-submitted data. Vendor information should be verified before purchase. [Who we are, our methodology & disclosure policy](/about). Buyer help ### Request a vendor shortlist Tell us what you're evaluating and IDSync will identify the identity, access, and security tools that fit your use case. [Request shortlist →](/request-shortlist) ## Sponsor a resource or buyer's guide Underwrite a checklist or buyer's guide and reach in-market identity buyers without disrupting editorial independence. 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