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Templates & Policies

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Document Security Policy Template

Create a document security policy to specify guidelines for encryption, protection, redaction, and metadata cleansing.
Word Document

Email Archiving Vendor Demonstration Script

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features.
  • 8
Word Document

Email Archiving RFP Template

Use this template to help create an RFP that lists features according to your enterprise email archiving platform requirements.
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Word Document

Collaboration Platform RFP Template

Use this template to help create a request for proposal (RFP) that lists a collaboration platform's features according to your organization's...
  • 9
Word Document

Collaboration Platform Vendor Demo Script Template

Use this demonstration script to provide vendors with a consistent set of instructions, ensuring an objective comparison of product features.
  • 8
Word Document

Collaboration Platform Annual Audit Template

Info-Tech's Annual Audit Template will help you conduct an annual assessment of the existing collaboration environment. It will consider a...
  • 8
Word Document

SharePoint Governance Plan Template

The SharePoint Governance Plan is the Governance Team's most important deliverable and serves as the underpinning of your entire SharePoint...
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Word Document

SharePoint Information Architecture Template

An Information Architecture Template is a critical piece of documentation and a helpful architecture planning tool regardless of whether formal...
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Visio Diagram

Social Collaboration Business Plan Template

Documenting social collaboration and E2E interaction strategy into a business plan is a crucial step in planning a social tool implementation....
  • 6
Word Document

Email Migration System Integrator RFP Template

Today, the implementation practice for software systems, including email platforms, is relatively easy from the end-user perspective. However,...
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Word Document