Optimization - 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.

Center of Excellence Refinery Model Template

Use this template to visualize the CoE enhancement process through identifying inputs, CoE value-add initiatives, and expected outputs.

Summary Business Case Presentation Template

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

Enterprise Application Center of Excellence Project Charter

The charter lays the foundation for establishing the Enterprise Applications CoE. It is a critical communication tool for the project vision, scope, and key project...

E-Mail TCO Worksheet

The “E-Mail TCO Worksheet” helps IT leaders peer into existing e-mail infrastructure and provisioning costs. IT leaders will gather expense information for 19 specific...

Software Acquisition and Usage Policy

Use Info-Tech's sample policy to launch software acquisition management efforts to the top of your priority list.

Change Control – Freezes & Risk Evaluation Policy

The purpose of this policy is to ensure that IT staff recognize that changes to computer systems tend to destabilize those systems.
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