Business Processes - Templates & Policies

Center of Excellence Exceptions Report

Use this tool to track issues, identify resolution paths, and turn these experiencies into best practices that will mitigate facing the same issues in the future.

Enterprise Application Center of Excellence Stakeholder Presentation Template

Decide what needs to be presented and to whom. The purpose and format for communicating initiatives may vary based on the audience. Identify the audience first to ensure...

ACE Satisfaction Survey

This satisfaction survey will help you baseline your Agile Center of Excellence and conduct periodic retrospectives of the effectiveness of its service offerings.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Controlled Vendor Communications Letter

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

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Contract Negotiation Tactics Playbook

There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.
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