Templates & Policies

Optimize IT Change Management Improvement Initiative: Project Summary Template

Stakeholder support can make or break a change management initiative. The project summary template provides an example of how to organize your process improvements for...

Change Management Pre-Implementation Checklist

This checklist is designed to help you make quick progress on building a pre-implementation checklist for your own change management practice.

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

Privacy and Security Engagement Charter

The Privacy and Security Engagement Charter provides the planning canvas for the initial stages of developing the plan and supporting roadmap for privacy and security culture.

Privacy and Security Engagement Playbook

Use the Privacy and Security Playbook as a convenient way to communicate the components of your privacy and security engagement initiative.

Grant Writing Checklist

Verify that your grant application is following best practices with this Do's and Don'ts checklist.

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought to...

Coordinating a Virtual Care Consultation Diagram

Use this diagram tool to help you map out the virtual care consultation process and identify step owners and key process handoff points.

Virtual Health Decision Aid

Use this aid to help you determine if a given healthcare pathway is suitable for a virtual approach and key decision, input, and output points.
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