Small Enterprise Resources - Templates & Policies

Requirements Gathering Communication Tracking Template

Use this template to structure and manage ongoing communications among key requirements gathering implementation stakeholders.

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...

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.

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.

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Sample Communication Plan

When taking service desk initiatives, they should be communicated to affected stakeholders to create end-user buy-in and get support from management when improvements go live

Service Desk Executive Presentation

Improving service desk processes requires the cooperation of key stakeholders. Use the executive presentation to provide an overview of the project, its objectives, and...

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.

Data Strategy Planning Interview Guide

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

BCP Pilot Results Presentation

Present initial results from your pilot BCP project and next steps for your BCP initiative.
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