Templates & Policies
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Types of Content
Retention Guidelines for Department StewardsThe retention guidelines for department stewards will outline guidance for the retention and disposition of corporate information and records. |
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CSM Platform Vendor Demo Script TemplateUse this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's... |
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Email Security Gateway Vendor Demo ScriptAllowing vendors to run a product demonstration without your guidance will only highlight their strengths and present a subjective and skewed view of their product offering. |
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Email Security Gateway RFP TemplateIssuing an RFP to vendors is a critical step in your email security gateway solution selection process. |
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Business Intelligence Vendor Demo ScriptUse the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms. |
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Advanced Business Change Description TemplateTo effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when... |
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CSM Platform RFP TemplateA Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a... |
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Data Integration Vendor Demonstration ScriptThis template is designed to provide vendors with a consistent set of instructions to ensure an objective comparison of product features; all while you can evaluate... |
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DR Team Build SheetRecovering from a disaster cannot occur without having key people in place to bring system, equipment, and services back online. Use this worksheet to identify team... |
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DRP Test Schedule WorksheetDisaster Recovery (DR) testing is an essential component of any comprehensive DR plan as testing is what ensures that the plan is appropriate, accurate, and contains no... |
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