Small Enterprise Resources - Templates & Policies

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...

Business Continuity Management Policy

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

Vendor Scorecard

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

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 and...

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...

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 Quotation Template

Use this template to issue a Request for Quotation.

Service Desk Standard Operating Procedure

This template is designed to help service managers kick-start the standardization of service desk processes.

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.
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