Templates & Policies

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.

Enterprise Collaboration Strategy Template

Use this template to document your vision, goals, and approach to communication and collaboration systems.

Enterprise Communication and Collaboration System Business Requirements Document

Use this template to document the requirements for your Enterprise Communication and Collaboration System.

Collaboration Capability Map

Use this template to document the communication and collaboration tools that exist in your environment.

Building Company Exemplar Collaboration Marketing One-Pager Materials

Use this template to create your own internal marketing materials for IT-supported collaboration services.

Communication and Collaboration Strategy Communication Plan

Use this template to plan your communications with stakeholder groups about your Enterprise Communication and Collaboration System.

Service Management Program Initiation Plan

Use this template to document your service management initiation and governance plan.

MMS Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

MMS Vendor Demo Script

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's...
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