Small Enterprise Resources - Templates & Policies

Training Effectiveness Survey

Training provides professional development for IT employees. This Training Effectiveness Survey can be used by training participants to assess the overall effectiveness...

Project Charter and Status Update Template

Use this template to take a lean approach to scoping initiatives during planning stages and tracking its progress during its execution.

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

Course Conference Request and Approval Form

Employees may wish to take part in a course or conference to fulfill elements of their professional development plan. However, courses or conferences can be costly and...

DRP High-Level Process

Overview of Info-Tech's DRP development workflow.

Peer Feedback Management

This specific tool is designed for the evaluation of management staff (i.e. non-practitioner staff) by their management peers.

Contract Approval Documentation Checklist

Use this tool to document all information and materials that must be available prior to approaching the enterprise’s executive for final permission to sign a vendor contract.

Purchase Recommendation Template

The purpose of this template is to provide a framework for developing a recommendation report that will be presented to the enterprise’s executive.

Contract Approval Form

Once an executive has reviewed the Purchase Recommendation, they will need to decide whether or not to approve the recommendation and the associated contract. The purpose...

Annual Performance Review Alternative

This tool offers an alternative method for evaluating employee performance. This method, called Managing by Objectives (MBO), is focused on the setting of measurable...
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