Small Enterprise Resources - Templates & Policies

Project Charter and Status Update Template

Use this template to take a lean approach to scoping initiatives during planning stages and tracking its progress during its execution.

Elicitation Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.

Requirements Gathering Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Problem Ticket Template

Use this template to codify which details need to be included in problem documentation, including integration with the incident management process. While most ITSM tools...

Incident and Problem Management Communication Deck

Use this template to make the case for incident management, problem management, and proactive problem management. Projects without executive buy-in are doomed to fail....

Vendor Recommendation Presentation

Use the Vendor Recommendation Presentation to present your finalist and obtain final approval to negotiate and execute any agreements.

Change Management Communications Plan

This template is used to outline the key audiences for communication and draft messages for each audience as part of the new change management program rollout.

Build a Business Case to Improve Change Management Quick Guide

This quick guide is designed to help you build a business case to implement a change management process.

Change Management Pre-Implementation Checklist

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