Templates & Policies

Project Request Process

This template is designed to inform people inside the organization that a project prioritization exercise is taking place.

QA Checklist for Feasibility Studies Guidelines

Feasibility study stakeholders and reviewers should use this checklist to ensure that the quality of the final report follows corporate standards and meets stakeholder...

Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Project Sponsor Meeting Agenda Template

After each project team meeting, use this template to set the agenda for the project manager's meeting with the project sponsor.

BI Project Charter

A project charter serves several important functions. It organizes the BI selection and procurement project so that you can make efficient and effective resource...

BI Implementation Work Breakdown Structure Template

This work breakdown structure (WBS) provides a standard list of project tasks, the sequence of executing those tasks, and interdependence of the tasks. It helps you to...

BI Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

BI Request for Proposal Template

Requests for proposal provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

BI Test Plan Template

Ensure your designed processes are ready to be employed into the business environment by conducting a series of testing. Use this template to support process owners and...
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