Templates & Policies

IT Procurement Presentation Template

Help executives understand your vendor selection recommendation by explaining the decision rationale in business terms.

Request for Proposal (RFP) Template

Use this template to issue a Request for Proposal.

Basic Business Change Communication Worksheet

To effectively communicate with staff, it is important to put the business rationale behind change and its expectations into writing. This will be very useful when...

Advanced Business Change Description Form

To 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...

Change Debrief Questionnaire

This questionnaire is meant to gather feedback from staff members about a recent change process. The purpose of this feedback is to improve the process for future change...

Outsource Systems Management – Project Charter Template

An effective project charter can help bring key stakeholders on board by clearly communicating the scope and benefits of your project. Use this template to organize your...

Managed Service Provider RFP Template

Use this template alongside the Outsource Systems Management Project blueprint deck to draft an effective RFP that will ensure you have complete coverage of your...

Outsource Systems Management – Vendor Engagement Template

Use this template to plan your vendor engagement strategy and ensure a continuous, collaborative, and mutually beneficial relationship with your vendor.

Engagement Feedback Session Agenda Template

The Engagement Feedback Session Agenda Template provides managers with a customizable, step-by step guide to conducting a team meeting to share insights on what the...

New Hire Conversation Guide

The first step to engaging new employees is getting to know them. New hire conversations are informal interviews that should be conducted within the first 90 days of an...
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