Small Enterprise Resources - Templates & Policies

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...

Business Data Catalog

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

Vendor Scorecard

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

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...

Business Continuity Management Policy

Use this policy template to define and support your organization's business continuity management program.

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...

Problem Management SOP

Use this template to record the key details required for effective problem management – both proactive and reactive. Outline a problem management workflow, record the...

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

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....

Request for Change Form Template

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...
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