Templates & Policies

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.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

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.

Enterprise Printing Project Charter

Document the parameters of the print reduction project, your goals, desired business benefits, and metrics.

End-User Print Requirements Survey

Gather feedback on end-user needs and requirements.

Managed Print Services RFP Template

Use this request for proposal (RFP) template to invite prospective vendors to submit a proposal to supply multifunction printers or provide fully managed printing services. 

Printer Policy Template

Use this printer policy is to facilitate the appropriate and responsible business use of its printer assets as well as control printer cost of ownership by preventing waste...
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