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Templates & Policies

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Resource Management Playbook

Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Strategy Alignment Map Template

This template contains examples of and instructions to create a strategy alignment map.

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

Sample Project Intake Form Addendum for Disaster Recovery

This addendum can be used as a starting point for including DR considerations into project management.

Sample Change Management Checklist for Disaster Recovery

Use this checklist as a starting point for including DR considerations in change management.

XMPL DRP Summary Document

See how XMPL Medical summarizes its capabilities for stakeholders.

XMPL Notification, Assessment, and Declaration Plan

This document presents XMPL Medical's high-level incident response plan.
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