Assessment

- IT Assessment - Client Questionnaire

- IT Assessment - Department Questionnaire
- IT Assessment - IT Dept Questionnaire
- IT Assessment Guide
- IT Assess-Senior Managers Questionnaire
- IT Employee Skills Matrix
- IT Manager Skills Matrix
- Remote Site Technology Survey
- Where Do You Want to Be Questionnaire
- IT Assessment Notes

Assimilations
- Employee Termination Letter
- IT Assimilations Project Summary
- IT Assimilations Transition Issues
- IT Assimilations Plan - Contacts
- IT Assimilations Plan - DEPT
- IT Assimilations Plan - EXEC
- IT Assimilations Plan - HR
- IT Assimilations Plan - OPER
- IT Assimilations Plan - TECH
- IT Systems Conversion Plan

Budget
- Budget Worksheet
- Budget Notes
- Budget Worksheet - SW Licenses
- Capital Budget Worksheet
- Capital Request Form

Due Diligence
- Corporate Staff Needs
- IT Due Diligence Report
- IT Due Diligence Request List
- IT Due Diligence Templates (14 separate templates)

Employee
- Career Plan Template
- Employee Training Plan
- IT Staff Contacts
- IT Staff Summary
- Performance Plan Template
- Performance Plan - Application Analyst
- Performance Plan - Infrastructure Manager
- Performance Plan - Programmer
- Timesheet
- Class preparation Plan
- Individual Accomplishments

Personnel
- CIO Job Description
- IT Job Description Template
- IT Resource Interview Guide
- New Employee Orientation
- Offer Letter
- Employee Termination Letter
- Recoverable Employee Items Log

Measurement
- IT Expense as a Percent of Revenue
- IT Key Indicators
- Operations & IT Planning
- Programming Quality
- Systems Downtime
- Cost of Downtime
- IT Director Key Indicators Report
- IT Support Survey
- Prioritizing Tool
- Basic ROI Tool

Operation
- Cost Savings Initiative
- Equipment Change Request
- Expense Report
- FAX Form
- Help Desk Log
- Invoice Approval
- IT Project Mgmt Meeting Agendas
- Programming Backlog
- Programming Change Request
- Client SW Licenses
- Data Center Assets
- Org Chart - Assimilation Team
- Org Chart - Business Apps
- Org Chart - Functional
- Org Chart - Infrastructure
- Org Chart - Special Projects
- Passwords
- PC Inventory
- IT "To-Do" List
- Steering Committee White Paper
- Software Licenses
- Telecom Assets
- Client Rescue Plan
- IT Initiatives Portfolio
- IT Staff Meeting

Personal Development
- Company Option Comparison
- Annual IT Accomplishments Log
- New IT Manager Fast Start Checklist

Planning
- CIO Action Plan
- IT Issues Priority Matrix
- IT Programming Staff Priority
- IT Project Plan
- IT Project Priority Hierarchy
- IT Strategic Plan
- Move Checklist

Policy
- Software Usage Policy
- Equipment Checkout
- Escalation Procedure
- Sample Policies (23 unique templates)

Systems
- Legacy
- Network Diagram
- WAN Circuits

Vendor
- Vendor Contracts
- Vendor Support Contacts
- Software Vendor Evaluation Matrix