Templates & Policies

Collaboration Strategy Template

Create a collaboration strategy by noting your organization's collaboration vision and goals, your capabilities landscape, which tool should be used for what purpose, and...

Phase-Out Plan Marketing Materials

Use the one-pager marketing template to ensure all information about a tool's phase-out not only is given to end users but is done so effectively.

Phase-Out Plan Gantt Chart Template

Record your timeline for phasing out redundant collaboration tools with this Gantt chart template.

Adoption Plan Gantt Chart Template

Record your timeline for adopting collaboration tools with this Gantt chart template.

Collaboration Tools Business Requirements Document Template

Gain stakeholder buy-in for adopting a new collaboration tool using the Collaboration Tools Business Requirements Document Template.

Adoption Plan Marketing Materials

Use this one-pager marketing template to ensure all information about a tool adoption not only is given to end users but is done so effectively.

Security Policy Exception Approval Workflow

Use this workflow to help you formalize and document your policy exception approval process.

Information Security Policy Exception Request Form

Use this template as a means to request and approve proposed exceptions to your security policies.

Policy Exception Tracker

Use this tool to help you track ongoing exceptions to your security policies.

The Guide to Software Selection: A Business Stakeholder Manual

Save time and get input from key stakeholders at the project kick-off. Disseminate the Stakeholder Software Selection Guide to educate stakeholders about the principle of...
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