Templates & Policies

CRM 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...

Hardware Asset Disposition Policy

Hardware Asset Management (HAM) policy is about meeting the business goals of the organization and abiding by applicable legislation while using the least resources possible.

Application Maintenance Workflow Template

This app maintenance workflow template provides flowcharts for managing defects, upgrades, and patches. Use this document to establish maintenance processes specific to...

Project Debrief Report Template

Projects can benefit from formal closure activities to ensure that no remaining work is left unfinished. Project closure is an essential, yet often overlooked step in the...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Request for Change Form Template

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...

Business Case Template

Putting together a sound business case is a pivotal step in deciding whether to make a purchase or pursue a project. Use this editable template to build a business case for...

Client Software Use Survey

Start with a simple usage survey to find out what kind of software users require on their desktops.

Personal Mobile Device Remote Wipe Waiver

Developing and enforcing a personal mobile device acceptable use policy is critical to maintaining corporate network security. Use the Personal Mobile Device Remote Wipe...

IT Peer Advisory Committee Charter

Ongoing IT input provided through committees can provide continuous feedback to stakeholders who might not otherwise solicit IT's advice in decision-making.
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