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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

Senior Management Expectation Survey

Use the following survey to evaluate senior management's expectations of IT.
  • 8
Word Document

IT Peer Advisory Committee Charter

Ongoing IT input provided through committees can provide continuous feedback to stakeholders who might not otherwise solicit IT's advice in...
  • 9
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

Change Communication Plan Template

The Change Communication Plan ensures that relevant information related to an IT change is provided to all affected stakeholders and staff...
  • 6
Spreadsheet

Annual Performance Review: Management by Objectives

Regular and formal performance reviews are critical to maintaining overall productivity of your staff. Every organization has a unique method of...
  • 6
Word Document

Annual Performance Review: Staff

Regular and formal performance reviews are critical to maintaining and improving overall productivity of your staff. Every organization has a...
  • 6
Word Document

Annual Performance Review: Management

Regular and formal performance reviews are critical to maintaining overall productivity and improvement of managers. Every organization has a...
  • 7
Word Document

Business Requirements Change Log

Requirements may change throughout the project lifecycle. Documenting and tracking these changes ensures accuracy when addressing the requests...
  • 5
Word Document

Business Requirements Change Request Template

Requirements may change throughout the project life cycle. Documenting and tracking these changes ensures accuracy when addressing the requests...
  • 6
Word Document