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Templates & Policies

Text-Based Customer Support Strategic Summary Template

The summary template encompasses all activities and delivers an overview of what the strategy will look like in a presentable fashion. Create a defined strategy by...

Text-Based Customer Support Project Charter Template

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

Text-Based Customer Support Acceptable Use Policy

Use the Text-Based Customer Support Acceptable Use Policy to mitigate risks by clearly communicating expectations for both effective and ineffective (or prohibited use) of...

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action complete...

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Release Management Process Standard Template

Use this template to document your release processes, roles and tools of your release management standard.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.
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