Templates & Policies

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Build a Business Case to Improve Change Management Quick Guide

This quick guide is designed to help you build a business case to implement a change management process.

Endpoint Protection Request for Proposal

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...

Endpoint Protection Vendor Demo Script

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

Endpoint Protection Metrics Summary Template

Identify relevant metrics to assist in evaluating the success of your organization's endpoint protection process.

Preshopping Security Budget Presentation Template

This template will help you build a presentation in order to perform “preshopping” with stakeholders. Preshopping is when you speak with stakeholders prior to the final...

Final Security Budget Presentation Template

This template will help you build a final budget presentation that you can deliver to stakeholders to gain final budgetary approval.

Vendor Scorecard

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

Controlled Vendor Communications Letter

Establish a single point of contact and create a communication vacuum to help leverage your negotiation position.
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