Templates & Policies

Phase-Out Plan Marketing Materials

Use the one-pager marketing template to ensure all information about a tool's phase-out not only is given to end users but is done so effectively.

Collaboration Tools Business Requirements Document Template

Gain stakeholder buy-in for adopting a new collaboration tool using the Collaboration Tools Business Requirements Document Template.

Adoption Plan Marketing Materials

Use this one-pager marketing template to ensure all information about a tool adoption not only is given to end users but is done so effectively.

Security Policy Exception Approval Workflow

Use this workflow to help you formalize and document your policy exception approval process.

Information Security Policy Exception Request Form

Use this template as a means to request and approve proposed exceptions to your security policies.

Policy Exception Tracker

Use this tool to help you track ongoing exceptions to your security policies.

The Software Selection Workbook

Keep stakeholders engaged with simple and friction-free templates to document your progress for Rapid Application Selection.

The Guide to Software Selection: A Business Stakeholder Manual

Save time and get input from key stakeholders at the project kick-off. Disseminate the Stakeholder Software Selection Guide to educate stakeholders about the principle of...

Release Management Workflow Library

This workflow library will help your team walk through the release management lifecycle and map out what happens at each stage.

Release Management Build Procedure Template

The Build Procedure Template is an outline for you to document the steps for software and hardware builds, enabling technical teams to install it the same way each time.
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