Project Management - Templates & Policies

Business Requirements Document Template

Use this template to record the functional, quality, and usability requirements into formats that are easily consumable for future analysis, architectural, and design...

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

Change Control – Freezes & Risk Evaluation Policy

The purpose of this policy is to ensure that IT staff recognize that changes to computer systems tend to destabilize those systems.

ERP Solution Specification Template

A solution specification is a crucial part of the Enterprise Resource Planning (ERP) evaluation and selection process. IT leaders and project managers should use this...

Advanced Business Change Description Template

To 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...

ERP Site Expansion Checklist

Shifting from ERP implementation to ERP operation is a major challenge. This checklist provides guidance on the 14-step process to overcome these problems.

Data Integration Solution RFP Template

Issuing RFPs is a critical step in your vendor selection process. This RFP template comes populated with important elements you don't want to forget. A detailed RFP saves...

Data Integration Vendor Demonstration Script

This 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...

ERP Runbook Template

Effectively operating an ERP system requires documentation of the supporting technical infrastructure. An ERP runbook must be created before the transition to operation.

ERP Project Completion Checklist

Info-Tech's 21-step process for ERP selection and implementation projects helps IT leaders to prepare project plans, and get ready for future challenges.
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