Templates & Policies
Topics
Data Entry PolicyThe integrity and quality of data and evidence used to inform decision making is central to both the short-term and long-term health of the organization. |
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Advanced Business Change Description TemplateTo effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when... |
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Flowchart SOP Template (DRP)Flowcharts provide an at-a-glance view, ideal for disaster scenarios where pressure is high and rapid upward communication is critical. Similarly, flowcharts are also... |
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Checklist SOP TemplateUse checklists to streamline step-by-step procedures. Checklists are ideal when writing for experienced staff who just need a reminder of what to do, not how to do it. |
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Email Intervention SurveyChanges to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of... |
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Email Grief SurveyEmail volume is often a problem for organizations. Use this survey to determine what the nature of the problem is and whether IT can provide a technical solution to reduce... |
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CSM Platform RFP TemplateA Request for Proposal allows an organization to provide vendors with a detailed account of the requirements and the expected capabilities of the desired suite. Create a... |
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Content Retention and Disposition Schedule TemplateThis tool will help you develop a retention and disposition schedule for the information in your enterprise. |
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Collaboration Platform RFP TemplateUse this template to help create a Request for Proposal (RFP) that lists a collaboration platform's features according to enterprise requirements. |
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Retention Schedule TemplateDefine policies around information retention and destruction in order to ensure compliance. |
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