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Templates & Policies

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ITAM Project Charter Template

A successful IT Asset Management (ITAM) implementation starts with a great plan. The ITAM project charter provides a template to help you build...
  • 6
Word Document

New Project Checklist for the Infrastructure Manager

Infrastructure Managers are often blindsided by upcoming projects that were not accurately scoped in terms of impact on the infrastructure. Use...
  • 8
Word Document

Quarterly Metrics Review with the CIO

Establish quarterly metric reviews with your CIO to support capacity planning and management. Use this template to create a metrics report for...
  • 7
Word Document

Weekly Metrics Review with Staff

As an Infrastructure Manager, your time is scarce. Use this template to ensure that weekly metrics reviews are isolated to those facts you need...
  • 7
Word Document

Equipment Use Policy

This document has been designed to inform employees and end users of best practices and policies. It will define standards, procedures, and...
  • 8
Word Document

Hardware Asset Disposition Policy

This policy will help establish and define standards, procedures, and restrictions for the disposition of non-leased IT equipment in a legal,...
  • 7
Word Document

ITAM Demonstration Script Template

This demonstration script template is designed to provide vendors with a consistent set of instructions. This ensures equivalent product...
  • 6
Word Document

ITAM RFP Template

Organizations who are struggling to reconcile requirements with vendor competencies should make use of this RFP template to navigate the ITAM...
  • 6
Word Document

Corporate Software Asset Management Policy

This template will help your organization develop a policy that reduces the occurrence of pirated software licenses within your establishment.
  • 6
Word Document

Software Asset Management Intellectual Property Use Policy

Educate employees on the importance of adhering to intellectual property legislation and enforce policies at the corporate level to reduce the...
  • 6
Word Document