Templates & Policies

Coaching Tracking Sheet

Coaching an employee can take place in a formal meeting or in an informal, ad-hoc manner. It is easy to lose track of what was communicated during these coaching...

New Hire Business Case Template

The new hire business case will help to make a more informed hiring decision. Even organizations that do not require a formal business case will benefit from considering...

North American Electronic Waste Laws

A number of legislative issues can pose a liability to organizations that fail to properly dispose of obsolete computers and other electronic equipment. Use this document...

Endpoint Encryption Solution RFP Template

Issuing RFPs is a critical step in your vendor selection process. This RFP template comes populated with important elements you don't want to forget. A detailed RFP saves...

Business Continuity Management Policy

Use this policy template to define and support your organization's business continuity management program.

EMR Document Imaging Worksheet

Healthcare organizations looking to implement Electronic Medical Records (EMR) technologies should begin with document imaging. Organize a high level strategy for...

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

Data Center Site Selection and Security Checklist

Whether it is an existing building or a new construction site, IT must cover due diligence by completing a site evaluation for each potential location. Use a building...

Problem Management SOP

Use this template to record the key details required for effective problem management – both proactive and reactive. Outline a problem management workflow, record the...

CSM Platform RFP Template

A Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a...
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