Templates & Policies

UCaaS Vendor Demo Script

When a shortlist of Unified Communication as a Service vendors has been created and it is time to have them demonstrate their solution, there is a need for a consistent...

Organizational Design Implementation FAQ

Use this template as a starting point for building an organizational design implementation FAQ. Add additional questions through the implementation process and use it as a...

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...
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