Small Enterprise Resources - Templates & Policies

Light Project Request Form

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

Project Prioritization Process Template

This advanced guide is designed to assist in establishing and defining the project prioritization process. For organizations that warrant a formal process document, this...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Data Strategy Planning Interview Guide

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

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.

BCP Pilot Results Presentation

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

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if...

BI End-User Satisfaction Survey Framework

Use this framework to plan for your BI end-user satisfaction survey with a seven-step process.

Service Desk Internal Service Level Agreement Template

Create the internal service desk SLA by amalgamating the insights from the current and target state analysis.

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
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