Templates & Policies

Communications Infrastructure Stakeholder Focus Group Guide

Use this questionnaire to determine user awareness of unified communications and other communication/collaboration tools.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

UCaaS Solution RFP Template

Use this RFP template to issue your UCaaS RFP with confidence.

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.

HRIS Vendor Communication Set

Use this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of...

Communications Infrastructure Stakeholder Focus Group Guide Use this questionnaire to determine user awareness of unified communications and other communication/collaboration tools.
Transition Team Communications Template Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.
UCaaS Solution RFP Template Use this RFP template to issue your UCaaS RFP with confidence.
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.
HRIS Vendor Communication Set Use this template to communicate with vendors following product demonstrations and evaluations. Ask follow-up questions, highlight areas of concern, and inform them of...

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