Collaboration Platform Annual Audit Template


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This template will help you conduct an annual assessment of the existing collaboration environment. It will consider a variety of different factors to construct a strategy for the ongoing operation of the collaboration system.

Use the audit to evaluate and establish:

  • Strengths, opportunities, and recommendations around each facet of the platform.
  • Issues and anticipated challenges with collaboration front-end, support model, back-end functionality, and governance policies.
  • Project recommendations and next steps.

Each section of the template contains a description of what is intended to be delivered as well as example ideas in italics.

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