Applications - Templates & Policies

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...

Email Intervention Survey

Changes to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of...

Email Grief Survey

Email volume is often a problem for organizations. Use this survey to determine what the nature of the problem is and whether IT can provide a technical solution to...

Advanced Business Change Description Template

To effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when...

Data Entry Policy

The integrity and quality of data and evidence used to inform decision making is central to both the short-term and long-term health of the organization.

Data Provenance Policy

The value of data as an institutional resource is increased through its widespread and appropriate use; its value is diminished through improper sourcing, misuse,...

Business Intelligence Vendor Demo Script

Use the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms.

Requirements Gathering Process Flow Diagram Template

This template will assist organizations in mapping their requirements gathering process. It comes prepopulated with a standard requirements gathering process, but can...

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Request for Quotation Template

Use this template to issue a Request for Quotation.
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