Templates & Policies

Sales Process for New Clients – Sales Example

Use flowcharts and checklists to create effective SOP documents.

Incident and Service Management Procedures – Service Desk Example

Use flowcharts and checklists to create effective SOP documents.

Standard Operating Procedures Workbook

Make SOPs work for you with visual documents that are easier to create and more effective for process management and optimization.

Change Description Form

Use this template to outline the details of a major departmental or organizational change.

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 Capability Evaluation Matrix Template

A business capability is an abstraction that helps describe what the enterprise does to achieve its vision, mission, and goals. A business capability can be further...

Metrics Evaluation Matrix Template

Gather metrics from three sources (business imperatives, high priority business capabilities, high priority initiatives) and insert them into the Metrics Evaluation...

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.

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...

Flowchart SOP Template (DRP)

Flowcharts provide an at-a-glance view, ideal for disaster scenarios where pressure is high and rapid upward communication is critical. Similarly, flowcharts are also...
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