Templates & Policies

Organizational Design Implementation Kick-Off Presentation

Use this template to define a specific process for managing security incidents and reducing their effects on the organization.

Organizational Design Implementation Manager Training Guide

Use this presentation template to conduct a workshop with your managers to train them on leading their staff through the reorganization.

Organizational Design Implementation Stakeholder Engagement Plan Template

Use this template in conjunction with the manager training guide to build stakeholder engagement plans for your employees.

Organizational Design Implementation Transition Plan Template

Use this template to document all of the changes to your employees' roles during the reorganization implementation.

DAM Design Principles Handbook

Use this Design Principles Handbook to develop your metadata schemas and standards as you create your metadata language.

DAM Metadata Execution Strategy Document

Use this execution strategy template to organize and unify the direction of the DAM program.

Asset Security Policy

This template will assist your organization in developing an IT asset security policy.

CRM Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

CRM Vendor Demo Script

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

ECM Strategy Development Project Charter Template

This template will assist in the creation of your ECM strategy roadmap development project charter. Use this template to document efforts related to structuring your ECM...
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