Business Processes - Templates & Policies

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

RASCI Chart

Use this template to complete a RASCI chart (Responsible, Accountable, Supported, Consulted, and Informed).

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Contract Negotiation Tactics Playbook

There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Move/Add/Change Request Form Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...
RASCI Chart Use this template to complete a RASCI chart (Responsible, Accountable, Supported, Consulted, and Informed).
Controlled Vendor Communications Letter Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.
Business Process Improvement Workbook Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.
Software Buyer's Checklist This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.
Vendor Communication Management Plan Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.
Software Business Use Case Template Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.
Contract Negotiation Tactics Playbook There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.
Business Case Close-Out Form Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.
Summary Business Case Presentation Template Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Processes - Templates & Policies

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