Templates & Policies

Role Transition Plan Template

Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based...

Policy Action Plan

This template helps you consolidate and assign responsibility for the action items that need to be completed to update your policy network.

BI End-User Satisfaction Survey Framework

Use this framework to plan for your BI end-user satisfaction survey with a seven-step process.

IT Infrastructure Outsourcing Business Case Template

Use this template to help you build a business case to outsource your IT infrastructure.

EUC Strategy and Roadmap Template

Use this template to document your end-user computing strategy in detail.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Policy Management RACI Chart Template

Use the RACI chart in this tool to establish the roles responsible for tasks within your policy management function.

Level 1 Project Status Report Template

Use this template to create a concise project status report for small, low-risk projects.

EUC Strategy Communications Template

Use this template as a starting point for external communications regarding your end-user computing strategy.

Enterprise Service Bus Test Plan Template

Testing the ESB after it has been implemented is a crucial step. Use this template to guide you through choosing your control and test cases, as well as guide you through...
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