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Templates & Policies

IP Telephony and UC End-User Survey Questions

This tool includes typical questions for an end-user survey intended to identify and gauge the awareness, attitudes, and propensity to adopt telephony and unified...

Unified Communications Solution RFP Template

Use this template to issue a Request for Proposal (RFP) for a unified communications solution.

Modernize Communications Infrastructure Executive Presentation

Use this executive presentation deck to make the case and present the necessary information for modernizing communications infrastructure and advancing the project as a whole.

Communications Infrastructure Stakeholder Focus Group Guide

Use this questionnaire to determine user awareness of unified communications and other communication/collaboration tools.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

UCaaS Solution RFP Template

Use this RFP template to issue your UCaaS RFP with confidence.

UCaaS Vendor Demo Script

When a shortlist of Unified Communication as a Service vendors has been created and it is time to have them demonstrate their solution, there is a need for a consistent...

Organizational Design Implementation FAQ

Use this template as a starting point for building an organizational design implementation FAQ. Add additional questions through the implementation process and use it as a...

Organizational Design Implementation Kick-Off Presentation

Use this template to define a specific process for managing security incidents and reducing their effects on the organization.

Organizational Design Implementation Manager Training Guide

Use this presentation template to conduct a workshop with your managers to train them on leading their staff through the reorganization.
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