Templates & Policies

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...

ECM Strategy Operational Assessment Elicitation Guide

​This template will assist you in gathering information from stakeholders during the ECM operational assessment project phase of the Develop an ECM Strategy and Roadmap...

ECM Information Governance Policy Templates

Use the ECM Information Governance Policy Templates when executing policies for site design, taxonomy and naming, metadata, folksonomy, content asset design, digitization,...

ECM Capability Governance Charter Template

The purpose of this template is to assist in the creation of your ECM capability governance charter. The template will help you identify and define the capability...

IAM Procurement Project Charter Template

Ensure proper project management and stakeholder support from the start of your project by properly planning and scoping your identity and access management solution.

IAM System RFP Template

A request for proposal is a formal invitation issued by a business or agency requesting interested vendors to submit written proposals meeting a particular set of...

IAM Vendor Demo Script Template

This template is designed to provide IAM vendors with a consistent set of instructions, ensuring an objective comparison of product features – all while evaluating ease of...

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.
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