Managing IT - Templates & Policies

Team Selection Tool

The goal of this tool is to identify members that will make up a work group or project team. This is done by identifying skills that need to be on the team as well as...

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...

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...

Peer Feedback Management

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

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...

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...

Upward Feedback

Download this upward feedback template and use it to improve your performance review process.

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.
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