Templates & Policies

Data Security Policy

The data security policy will outline the standards for protecting all corporate and client data from security breaches.

ERP Request for Proposal Template

Use this template to issue a request for proposal (RFP) for an ERP solution.

Functional Testing Software Evaluation Form

Scoring vendor solutions solely based on their presentations or marketing material provides only a limited picture of a software solution. Due diligence must be performed...

ERP Business Case Template

Use the ERP Business Case Template and work with business units to develop an appropriate justification for ERP projects.

WLAN Product Demonstration Script Template

Many enterprises will elect to have Wireless LAN (WLAN) vendors perform an on-site demonstration to help them better understand solution capabilities and constraints....

Backup Software Vendor Demonstration Script

This template is designed to provide backup software vendors with a consistent set of instructions, ensuring an objective comparison of product features, all while...

Data Center Move Issue Resolution and Change Order Template

Whether the data center relocation or consolidation project requires one weekend or multiple move dates to complete, it is important to collect and document all issues,...

PDA Usage Policy

The PDA usage policy outlines standards for connecting to company network(s) or related technology resources via any means involving mobile devices that are categorized...

Telework Agreement

The telework agreement will outline the terms and conditions for teleworking.

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...
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