Small Enterprise Resources - Templates & Policies

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 Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...

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...

Checklist SOP Template

Use checklists to streamline step-by-step procedures. Checklists are ideal when writing for experienced staff who just need a reminder of what to do, not how to do it.

Flowchart SOP Template (DRP)

Flowcharts provide an at-a-glance view, ideal for disaster scenarios where pressure is high and rapid upward communication is critical. Similarly, flowcharts are also...

Request for Proposal (RFP) Template

Use this template to issue a Request for Proposal.

Scenario Template

Vendor demonstrations will prove that vendors can deliver on their promises. Provide vendors with a specific, straightforward explanation of what they must show during...

Request for Information Template

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