Templates & Policies

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design,...

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

IAM Procurement Project Charter Template

Ensure proper project management and stakeholder support from the start of your project by properly planning and scoping your identity and access management solution.

IAM System RFP Template

A request for proposal is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of...

IAM Vendor Demo Script Template

This template is designed to provide IAM vendors with a consistent set of instructions, ensuring an objective comparison of product features – all while evaluating ease...

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...

Network Management Outsourcing Business Case

Use this template to make the case to outsource network management and obtain project approval.
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