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Templates & Policies

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CRM Business Plan Template

This tool will help enterprises create a successful CRM business plan in an iterative manner, adding value on a project by project basis.
  • 15
Word Document

Consumerization Post-pilot Interview Guide

Learn about the implications of a broader roll-out by using this template to ask participants questions about the consumerization pilot project.
  • 6
Word Document

Executive Interview Guide

In order to set an IT strategy, it's critical to understand the strategy of the enterprise in which IT is operating.
  • 10
Word Document

Assess Enterprise Strategy Guide

In order to set an IT strategy, it's critical to understand the strategy of the enterprise in which IT is operating.
  • 8
Word Document

Business Advisory Committee Charter

The purpose of the Business Advisory Committee (BAC) is to review and prioritize project proposals from the business units, creating a shortlist...
  • 7
Word Document

Project Steering Committee Meeting Agenda

This template provides a guideline for agenda planning of steering committee meetings. It outlines how long certain agenda items should take, as...
  • 7
Word Document

Executive Project Scorecard

To effectively communicate with senior management, IT leaders can use this scorecard to provide updates on projects delivered by IT.
  • 7
Word Document

IT Activity Assessment Meeting Agenda

This template provides a guideline for agenda planning of IT Activity Assessment meetings. It outlines how long certain agenda items should take,...
  • 7
Word Document

Executive IT Committee Charter

The Executive IT Committee is an excellent tool to make the business accountable for the IT investment decisions it wants made. This charter...
  • 11
Word Document

Applications Review Project Charter

Reviewing the application portfolio and evaluating options for consolidation is a comprehensive and detailed process involving various...
  • 6
Word Document