Small Enterprise Resources - Templates & Policies

Detailed Project Change Request Form Template

The Detailed Project Change Request Form Template is used to document a scope change request, and its assessment and escalation guidelines.

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.

Service Desk Executive Presentation

Improving service desk processes requires the cooperation of key stakeholders. Use the executive presentation to provide an overview of the project, its objectives, and...

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Checklist for Team Building

Assembling a team of individuals with the appropriate skill sets helps ensure all project goals are met; however, even the most talented group needs help with working...

Configuration Item Record

This template will provide sufficient information about service assets to enable the service to be effectively managed, assess the impact of changes, and deal with...

New Service Proposal Template

Preparing a formal business proposal for a new service can be a challenge for many IT leaders. Use this template to obtain formal justification to move forward given the...

Issue Log Template

An Issue Log will help ensure that problems and concerns are recorded, reported, and tracked. Additionally, an Issue Log provides data for more productive performance...

Performance Metrics Tracking Document

Use this document to record the specific targets established with the vendor for a specific service or product relationship.

Level 1 Project Closure Checklist Template

Use this template to create a concise checklist for closing small, low-risk projects.
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