Application Management - Templates & Policies

BI Strategy and Roadmap Template

Use this template throughout this project to document findings as you conduct and complete assessments and key ideas and opportunities for your BI program.

BI End-User Satisfaction Survey Framework

Use this framework to plan for your BI end-user satisfaction survey with a seven-step process.

BI Strategy and Roadmap Executive Presentation Template

Use this template to document and organize essential points you uncover in this BI strategy development project. Present this executive presentation to ensure the...

Small Enterprise Application Portfolio Management Playbook

Use this template to capture your APM roles and responsibilities and build a repeatable process.

Vendor Recommendation Presentation

Once you've selected a vendor, make a formal recommendation to management and relevant stakeholders.

Business Data Glossary

Use the Business Data Glossary to manage the business terms, their definitions, and other important details including ownership, systems, and how the data should be used...

Project Charter and Status Update Template

Use this template to take a lean approach to scoping initiatives during planning stages and tracking its progress during its execution.

Data Strategy Planning Interview Guide

Use this interview guide to structure discussions with key business stakeholders.

Business SWOT Analysis Template

Use this template to complete and document a SWOT analysis for the business.

Request for Information Template

Use this template for issuing a Request for Information (RFI).
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