Enterprise Applications - Templates & Policies

CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

CRM Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...

Web Experience Management Strategy Summary Template

The strategy summary encompasses all activities and delivers an overview of what the strategy will look like in a presentable fashion. Create a defined strategy by...

LMS Strategy Project Nomination Template

Use this template to document project intentions, objectives, benefits, and costs. Use this completed tool to help obtain project sponsorship.

LMS Strategy Project Charter Template

A project charter defines the project and lays the foundation for all subsequent project planning. It is a critical communication tool for the project purpose, scope, and...

LMS Strategy Learner Survey Guide

Use this template to guide you in creating a learner survey, the results of which will inform your LMS strategy.

LMS Strategy Learner Profile Template

Use this template to consolidate information about the learner that will inform your LMS strategy.

LMS Strategy Process Owner Assignment Guide

Use this template to help you choose the right process owners for developing an LMS Strategy.
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