Templates & Policies

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Incident Management and Service Desk SOP for Small Enterprise Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.
Layoffs SWOT Analysis Template Use this template to identify and classify important factors affecting your ability to deliver on outcomes.
Service Desk Asset-Based Categories Template Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.
Knowledge Transfer Job Aid Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
Layoffs Communication Package Use this template to manage communication messaging and timing throughout the employee layoff process.
Sample Layoffs Policy Use this template to craft the employee layoff policy.
IT Knowledge Transfer Plan Template The IT Knowledge Transfer Plan Template is used to determine the most effective knowledge transfer tactics to be used for each knowledge source.
Phase 2 Small Business Tools and Templates Compendium This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.
End-User Print Requirements Survey Gather feedback on end-user needs and requirements.
Enterprise Printing Project Charter Document the parameters of the print reduction project, your goals, desired business benefits, and metrics.