Templates & Policies

IT Knowledge Transfer Plan Template

The IT Knowledge Transfer Plan Template is used to determine the most effective knowledge transfer tactics to be used for each knowledge source.

Knowledge Transfer Job Aid

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.

Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.

Layoffs SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

Sample Layoffs Policy

Use this template to craft the employee layoff policy.

Layoffs Communication Package

Use this template to manage communication messaging and timing throughout the employee layoff process.

Phase 2 Small Business Tools and Templates Compendium

This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.

Enterprise Printing Project Charter

Document the parameters of the print reduction project, your goals, desired business benefits, and metrics.
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