Small Enterprise Resources - Templates & Policies

Level 3 Project Status Report Template

This template informs stakeholders of the project's progress, outlining the key accomplishments, upcoming tasks, and issues. Use this template for level 3 projects.

Outsource Systems Management – Vendor Engagement Template

Use this template to plan your vendor engagement strategy and ensure a continuous, collaborative, and mutually beneficial relationship with your vendor.

Light Project Change Request Form Template

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

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.

Policy Communication Plan Template

This template helps you plan your approach for publishing and communicating your policy updates across the entire organization.

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...

Level 1 Project Closure Checklist Template

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

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...

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.
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