Templates

Exit Interview Questions Tool

Exit Interview Questions Tool - The purpose of this tool is to facilitate the development of standardized exit interview questions that can be used to better understand why your employee is leaving. The goal is to uncover areas that can be improved to reduce churn & cost of turnover.

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Expense Reporting Tool

Expense Reporting Tool – Use this tool to monitor and record monthly expenses.

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Extranet Development Checklist

Extranet Development Checklist – The purpose of this tool is to provide a checklist for developing your extranet. Improving the usability, quality, and ownership of extranet content will lead to increased user adoption & satisfaction, and result in reduced support costs.

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Feature Advantage Benefit Tool

Feature Advantage Benefit Tool - Use this tool to create a matrix of product features, advantages, and benefits.

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Financial Resource Request Form

Financial Resource Request Form – The purpose of this tool is to standardize all financial resource requests so that we can evaluate and prioritize requests appropriately to facilitate delivery.

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GAP Analysis Tool (Basic)

GAP Analysis Tool (Basic) - GAP Analysis is an excellent method for brainstorming how to improve your processes and operations. Use our GAP Analysis Tool to document target items, current state, goal state, timeline, and action items for resolving the GAP.

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Graphic Use Exemption Form

Graphic Use Exemption Form – In nearly all cases, the Company logo must be used as outlined in the Graphics Use Policy. However, in the event an exemption is required, please fill out this form and return it to the Director of Marketing.

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Graphic Use Policy

Graphic Use Policy - Use this tool to draft a Graphics Use Policy in order to maintain consistent messaging throughout the Organization.

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Incident Report Template

Incident Report Template – Use this template as a framework to create an incident report.

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