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Templates & Policies

Purchase Recommendation Template

The purpose of this template is to provide a framework for developing a recommendation report that will be presented to the enterprise’s executive.

Configuration Item Record

This template will provide sufficient information about service assets to enable the service to be effectively managed, assess the impact of changes, and deal with service...

New Service Concept Template

Use this template to communicate your initial ideas for a new service to stakeholders before building a comprehensive business case.

New Service Proposal Template

Preparing a formal business proposal for a new service can be a challenge for many IT leaders. Use this template to obtain formal justification to move forward given the...

Release and Development Checklist

Use this document to ensure you've made the proper considerations during planning, building and testing, and deployment of new software.

Mock Spear Phishing Email Examples

This document contains numerous mock spear phishing email examples that can be used to test end users’ susceptibility to such attacks.

CSM Platform Vendor Demo Script Template

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their solution's...

CSM Procurement 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...

Checklist for Team 91Ƭing

Assembling a team of individuals with the appropriate skill sets helps ensure all project goals are met; however, even the most talented group needs help with working...

Fast Track Tool: Leadership

The purpose of the Leadership Fast Track Tool is to focus on ways of developing your leadership skills that can be achieved within budgetary means so that you are able to...
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