Applications - Templates & Policies

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.

SMMP Vendor Demo Script

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's...

SMMP RFP Template

A request for proposals lets organizations give vendors a detailed account of the requirements and the expected capabilities of their desired suite. Create a defined...

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.

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...

Requirements Gathering Communication Tracking Template

Use this template to structure and manage ongoing communications among key requirements gathering implementation stakeholders.
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