Small Enterprise Resources - Templates & Policies

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Service Desk Internal Service Level Agreement Template

Create the internal service desk SLA by amalgamating the insights from the current and target state analysis.

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 the...

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

QA Checklist for Feasibility Studies Guidelines

Feasibility study stakeholders and reviewers should use this checklist to ensure that the quality of the final report follows corporate standards and meets stakeholder...

Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...

Project Request Process

This template is designed to inform people inside the organization that a project prioritization exercise is taking place.

Project Sponsor Meeting Agenda Template

After each project team meeting, use this template to set the agenda for the project manager's meeting with the project sponsor.

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...
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