Business Processes - Templates & Policies

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.

RASCI Chart

Use this template to complete a RASCI chart (Responsible, Accountable, Supported, Consulted, and Informed).

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

Robotic Process Automation Communication Template

Communicate robotic process automation and its potential impact on your organization to your stakeholders using this presentation template.

Governance Dashboard Template

This is an example of what a project dashboard for the steering committee could look like. It provides the key data points the committee is interested in.

Governance Model Charter Template

The purpose of this template is to assist in the creation of your enterprise software project governance charter. Identify and define the project governance committee...

RPA Pilot Playbook Template

This template, associated with Build Your First RPA Bot, will help you define and document your RPA adoption.

CoE Maturity Diagnostic Tool

This tool will help you determine the maturity level of your Center of Excellence.
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