Applications - Templates & Policies

Data Governance Steering Committee Charter Template

Use this committee charter template to organize and unify the direction of the data governance steering committee.

Functional Test Plan Template

This tool provides an outline to aid the development of a functional test plan for a software application.

Functional Test Results Template

This tool provides a template for tracking functional test results.

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...

New Hire Business Case Template

The new hire business case will help to make a more informed hiring decision. Even organizations that do not require a formal business case will benefit from considering...

Taxonomy Quality Assurance Policy

The taxonomy quality assurance policy has been established in order to preserve the accuracy of categorized folders, files, and directory structures available on network...

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

Functional Testing Software Evaluation Form

Scoring vendor solutions solely based on their presentations or marketing material provides only a limited picture of a software solution. Due diligence must be performed...

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...

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...
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