Small Enterprise Resources - Templates & Policies

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...

Level 1 Project Closure Checklist Template

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

Policy Management RACI Chart Template

Use the RACI chart in this tool to establish the roles responsible for tasks within your policy management function.

Vendor Scorecard

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

System Maintenance Policy – NIST

Use Info-Tech's Maintenance Policy to define how system maintenance procedures will operate.

Elicitation Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Service Desk Standard Operating Procedure

This template is designed to help service managers kick-start the standardization of service desk processes.

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if available),...

Business Data Catalog

Use the Business Data Catalog to manage the business terms, their definitions, and other important details including ownership, systems, and how the data should be used and...

Interview Guide Template

Use this template to conduct telephone screening interviews and identify qualified candidates for in-person interviews.
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