Templates & Policies

End-User Print Requirements Survey

Gather feedback on end-user needs and requirements.

Managed Print Services RFP Template

Use this request for proposal (RFP) template to invite prospective vendors to submit a proposal to supply multifunction printers or provide fully managed printing services. 

Printer Policy Template

Use this printer policy is to facilitate the appropriate and responsible business use of its printer assets as well as control printer cost of ownership by preventing...

Phase 1 Small Business Tools and Templates Compendium

This compendium contains four tools and templates to build the foundation for your vendor management initiative.

Phase 2 Small Business Tools and Templates Compendium

This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.

Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.

Layoffs SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

Knowledge Transfer Job Aid

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
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