Managing IT - Templates & Policies

Purchase Recommendation Template

The purpose of this template is to provide a framework for developing a recommendation report that will be presented to the enterprise’s executive.

Contract Approval Form

Once an executive has reviewed the Purchase Recommendation, they will need to decide whether or not to approve the recommendation and the associated contract. The purpose...

Configuration Item Record

This template will provide sufficient information about service assets to enable the service to be effectively managed, assess the impact of changes, and deal with...

New Service Proposal Template

Preparing a formal business proposal for a new service can be a challenge for many IT leaders. Use this template to obtain formal justification to move forward given the...

Release and Development Checklist

Use this document to ensure you've made the proper considerations during planning, building and testing, and deployment of new software.

New Service Concept Template

Use this template to communicate your initial ideas for a new service to stakeholders before building a comprehensive business case.

IT Vision and Mission Statements Template

The vision and mission statements encapsulate the basic driving principles behind any organization. To set a clear and business-aligned strategy, it’s essential that the...

Peer Feedback Management

This specific tool is designed for the evaluation of management staff (i.e. non-practitioner staff) by their management peers.

Management Profile Template

A management profile is a description of the capabilities (skills and behaviors) and attitudes that an organization’s managers require to drive the business strategy and...

Fast Track Tool: Leadership

The purpose of the Leadership Fast Track Tool is to focus on ways of developing your leadership skills that can be achieved within budgetary means so that you are able to...
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