Templates & Policies - Templates & Policies

CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

Hardware Asset Disposition Policy

Hardware Asset Management (HAM) policy is about meeting the business goals of the organization and abiding by applicable legislation while using the least resources possible.

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Application Maintenance Workflow Template

This app maintenance workflow template provides flowcharts for managing defects, upgrades, and patches. Use this document to establish maintenance processes specific to...

Web Content Filter Test Checklist

When testing a web content filter in-house, the process must be scripted and stringent to ensure fair scores across every product tested. Use this template to reduce the...

Anti-Virus Policy

The anti-virus policy provides a computing network that is virus-free; this policy provides instructions on measures that must be taken by company employees to help...

Desktop Move/Add/Change Policy

The desktop move/add/change policy provides guidelines for end users to request a move, add, or change to their desktop computing environments.

Document Retention Policy

The document retention policy ensures that copies of certain documents for legal, regulatory, and/or operations reasons are made, committing companies to good business...

Instant Messaging Usage and Security Policy

The instant messaging usage and security policy outlines the standards for the usage of, and security controls associated with, corporate instant messaging.

Equipment Loan Policy

The equipment loan policy provides rules for short-term and long-term use for employees within an organization. Equipment can be borrowed for travel or remote work, etc.
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