Applications - 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.

ILM Program Manual Template

Use this template to organize the elements of your information lifecycle management project and overall program.

ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.

ILM Program Stakeholder Presentation Template

Use this template to provide a comprehensive stakeholder presentation of your ILM program plans.

ERP Strategy Stakeholder Interview Guide

This template will help you gather information from stakeholders during the ERP Operational Assessment project phase of the Develop an Actionable ERP Strategy and Roadmap...

ERP Governance Charter Template

This template will help you identify and define the provisions around roadmap reviews, changes, and audits, with associated roles, responsibilities, and enforcement powers.

ERP Strategy Stakeholder Presentation

This template will help you consolidate the outputs of your completed activities throughout the Develop an Actionable ERP Strategy and Roadmap blueprint in a professional...

Business Process Improvement Workbook

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