Templates & Policies - Templates & Policies

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Use Case Template A Use Case Model describes the proposed functionality of a new system. A Use Case represents a discrete unit of interaction between a user (human or machine) and the...
Social CRM Project Charter A social media project is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone...
Functional Testing Software Evaluation Form Scoring vendor solutions solely based on their presentations or marketing material provides only a limited picture of a software solution. Due diligence must be performed...
Project Meeting Follow-up Template The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...
Project Milestones Report Template The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...
Project Kick-off Meeting Agenda Template The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....
Project Team Meeting Agenda Template Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...
Functional Test Plan Template This tool provides an outline to aid the development of a functional test plan for a software application.
Functional Test Results Template This tool provides a template for tracking functional test results.
User Acceptance Test Checklist Use this checklist to help you control and manage the user acceptance testing process.

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