Applications - Templates & Policies

Social CRM Project Charter

A social media project is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone...

Defect Reporting Template

Communication between testers and developers is essential to the testing process. Use this template to track and and report defects so developers can fix bugs discovered...

ECM Suite RFP Template

An RFP is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of requirements. This...

CSM Platform Vendor Demo Script Template

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...

Data Archiving Policy

The data archiving policy will outline the responsibilities for appropriately preserving and protecting corporate data.

Project Charter

This template is designed to help you build a project charter in a timely manner.

Request for Quotation Template

Use this template to issue a Request for Quotation.

Annual Professional Development Plan

An annual performance development plan assigns specific tasks and goals to each employee. Use this template to get training commitments in writing to help actualize...

Social Media Steering Committee Charter Template

Establishing a Social Media Steering Committee is an important component of the implementation of a social media strategy. This charter outlines its purpose, agenda,...

Data Management Strategy and Roadmap Template

This template will be used for planning your Data Management Strategy and outlining the associated initiatives.
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