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Templates & Policies

Outsource Systems Management – Project Charter Template

An effective project charter can help bring key stakeholders on board by clearly communicating the scope and benefits of your project. Use this template to organize your...

Managed Service Provider RFP Template

Use this template alongside the Outsource Systems Management Project blueprint deck to draft an effective RFP that will ensure you have complete coverage of your...

Outsource Systems Management – Vendor Engagement Template

Use this template to plan your vendor engagement strategy and ensure a continuous, collaborative, and mutually beneficial relationship with your vendor.

Engagement Feedback Session Agenda Template

The Engagement Feedback Session Agenda Template provides managers with a customizable, step-by step guide to conducting a team meeting to share insights on what the results...

New Hire Conversation Guide

The first step to engaging new employees is getting to know them. New hire conversations are informal interviews that should be conducted within the first 90 days of an...

Job Offer Letter Template

Use the Job Offer Letter Template to give you a starting point to draft your own job offers, and to ensure that all relevant information is included.

Feedback and Coaching Guide for Managers

Use the Feedback and Coaching Guide as a handy reference tool on how to provide meaningful feedback that will inspire change, and how to coach employees towards achieving...

Hiring Decision Guide

Use this tool to track, document, and organize information that is needed to make effective hiring decisions.

Team Charter

A team charter is a valuable management tool that sets out all those points and serves as a contract for team members. Use this template to create team charters for your...

Rewards and Recognition Personal Preferences Questionnaire

Individualization of rewards and recognition demonstrates that you know and respect the recipient. It also makes the reward more meaningful and memorable to the employee.
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