Small Enterprise Resources - Templates & Policies

Vendor File

Maintaining a single, centralized master record for each vendor is invaluable in managing the overall vendor relationship. Use this template to build a master file for...

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.

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...

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.

Application Roadmap Presentation Template

Use this template to present the Application Roadmap and accompanying documents to senior management for final approval of your application roadmap.

DRP High-Level Process

Overview of Info-Tech's DRP development workflow.

Project Intake for Small Enterprise SOP Template

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

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.

Requirements Gathering Technique Guide

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

Elicitation Technique Guide

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