Small Enterprise Resources - Templates & Policies

Optimize IT Change Management Improvement Initiative: Project Summary Template

Stakeholder support can make or break a change management initiative. The project summary template provides an example of how to organize your process improvements for...

Capacity Plan Template

Customize this template for a ready-to-use capacity management plan.

BCP Summary

Summarize your organization's continuity capabilities and objectives in one easy-to-consume document.

BCP Notification, Assessment, and Disaster Declaration Plan

Create a process for notification, damage assessment, and disaster declaration procedures that integrate with your business continuity and crisis management plans.

BCP Tabletop Planning Template

Use this template to document the output of the BCP tabletop planning exercise and build a recovery workflow.

BCP Recovery Workflow Example

Use this example BCP recovery workflow to support your own planning efforts.

BCP Business Process Workflows Example

Outline business process workflows and establish steps, dependencies and alternates for BCP by building on this example.

Change Management Post-Implementation Checklist

This checklist is designed to help you make quick progress on building a post-implementation checklist for your own change management practice.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.
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