Applications - Templates & Policies

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...

CRM Strategic Summary Template

This template allows you to compile all the project exercises and activities into a single presentation.

CRM Readiness Assessment Checklist

Info-Tech has designed this readiness assessment checklist to ensure your organization has completed essential tasks prior to moving forward with the customer...

HRIS Procurement Project Charter Template

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...

HR Data Migration Checklist

Leverage Info-Tech’s HR Data Migration Checklist to ensure all relevant HR data is ready for transfer to the new system.

CoE Maturity Diagnostic Tool

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

ACE Communications Deck

This template will give you step-by-step inputs from storyboard exercises to communicate the outcomes of your Agile Center of Excellence to your key stakeholders.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Software Quality Assurance Plan Template

Use this template to document a comprehensive SQA plan that provides governance for how your SQA practice is executed.
Visit our COVID-19 Resource Center and our Cost Management Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019
GET HELP
Contact Us