Small Enterprise Resources - Templates & Policies

Business Data Catalog

A Word-based template to identify your organization’s data assets and document key information.

Incident Management and Service Desk SOP

Use this template to record the key details required for effective critical incident management, including a list of critical IT services, a list of key upper tier...

Rationalize Your Application Portfolio Workbook

Use this workbook to build your application portfolio management playbook.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

Requirements Management BA Playbook

Use this template to define practices and procedures for how requirements should be managed in your organization.

BI Strategy and Roadmap Presentation Template

A template to help you build a clear and compelling strategy document for stakeholders.

Rationalize Your Application Portfolio Playbook

Use this template to build your application portfolio management playbook.

Change Management Standard Operating Procedure

This template is designed to give organizations a defined set of standards and guidelines to conduct their change management practice effectively.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

Application Portfolio Management Foundations Playbook

Use this template to build your application portfolio management playbook.
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