Templates & Policies

Learning Plan Template

Address your knowledge and skill gaps with a learning plan template.

Stakeholder Management Template

Document stakeholder information using this template.

Transition Checklist Template

A checklist outlining the steps to organizational change.

Transition FAQs Template

A template for tracking frequently asked questions about organizational change.

Transition Planning Template

A template to track each major milestone of your organizational change.

IT Staffing Changes Business Case Template

This template will help you build a business case for staffing changes in IT.

Pattern Analysis Template

This template will help organizations identify which big data patterns solve which business issues. You can then evaluate the benefits of each pattern, which will help...

Information Organization Program Manual

The Program Manual serves as the basis for maintaining the Information Organization practice within the enterprise.

eDiscovery Procedure for Legal Search

Use this template to describe the activities and responsibilities required to effectively respond to a discovery request.

eDiscovery Business Case Template

This template is meant to help IT make the case for a formalized eDiscovery process.
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