Templates & Policies

Estimation Quick Reference Template

​This template, associated with the blueprint Estimate Software Delivery With Confidence, will help you define and document your estimation tactics as on-hand cheat sheets.​

Pandemic Layoffs – A Toolset and Methodology to Help Make Difficult Layoff Decisions

The COVID-19 virus has resulted in unprecedented economic and workplace impacts across the world. Be prepared to navigate hard decisions surrounding layoffs by...

Policy Adjustments During COVID-19

As COVID-19 continues to evolve, employees will face new challenges to balancing work and life. It’s time to review and adjust related policies to accommodate employee...

Crisis Matrix Communications Templates

Use these templates to provide key communicators with collateral to present to employees during this challenging time.

Cost Optimization Executive Presentation

Use this template to help communicate your cost optimization action plan.

Execute an Emergency Remote Work Plan Executive Presentation

This template helps users create a brief progress report summarizing their remote work transition process.

Checklist for Securing Remote Workers

Use this checklist to ensure that you are implementing all of the IT security best practices when you are working from home or away from the office.

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

End-User Offboarding Checklist

Use this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization.

Emergency Work-From-Home (WFH) Policy

Use this customizable policy template to set guidelines and the scope of the emergency WFH plan.
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