Category: Document Templates

Business Documents UK offers a wide range of document templates to help support and improve your business.

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How to run a Website Design Tender

Step-by-step Website Design Tender template: provides a formal invitation to tender & supplier selection approach, covering ITT, RFI, RFP.

Need to find a supplier to design and build your website?  How do you ensure that you get enough information up front to make the best choice?

We’ve recently created a website design tender template pack to take the complication out of the process with a simple explanation for all of the acronyms.

ITT, RFI, RFP?

What is an ITT (invitation to tender)? What is an RFI (request for information)? What is an RFP (request for proposal)?  The request for information and request for proposal templates set out all of the questions you need to ask a website agency or freelancer which you can tailor to suit your requirements.

When you’ve finally got a selection of interested parties, all ready to show off their prices and skills, how do you decide?  This is when an evaluation criteria template will come in handy – these are professional prompts to guide you to the best and fairest choice.

Download the Website Design Tender Template pack here.

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IT Roadmap

The IT Roadmap

Need to present your IT Roadmap? You can use Powerpoint or Visio to make a stunning, informative roadmap.

IT Roadmap Template

We have recently added a powerpoint IT Roadmap Template.

Compatible Roadmap Templates

We have a selection of other roadmap templates that can be used for IT roadmap purposes.

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Product Managers need Roadmaps – get used to it.

One thing you must know is that Product Managers need Roadmaps. If you find a product manager without a Roadmap, you can bet they are working on one.

Why do Product Managers need Roadmaps?

Product managers, project managers, executives, business owners, and others, will often ask for a “roadmap“. A “Product Roadmap” shows the direction and mapping of the future of the product, and clearly communicates the activities and milestones that are planned along the way.

Product Managers need Roadmaps because they must show plans and strategy to investors and stakeholders, in a simple format.

It is essential that the template you use shows the Product plans at a glance; this is the advantage with the roadmap format – i.e. you do not have to digest complicated Gantt charts.

Properties of a Product Roadmap:

  1. One side of paper.
  2. Includes a timeline to show plans over time.
  3. Simple format. You are able to complete reading it within 5 minutes.
  4. Shows key projects and workstreams.
  5. Shows key risks.
  6. Communicates the important deliveries and milestones.

To clearly present a product roadmap, a specialist type of template is required.

Specialist Product Roadmap Templates

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Business Roadmap with SWOT Analysis

We’ve added a Business Roadmap, which features a Business Plan Timeline, and a SWOT analysis.

Business Roadmap Template Features

Timeline for your Business Roadmap

The Business Roadmap Template, featuring a SWOT analysis

Outline the activities on your Business Plan with this Timeline section.

Features

  • Activities bars
  • Milestone markers
  • Output markers

Workstreams

  1. Marketing & Sales
  2. Product
  3. Business Support
  4. Finance

SWOT analysis alongside your Business Plan

Show your key stakeholders and investors that you have the bases covered, and are making the most of your Business opportunities.

  1. Strengths
  2. Weaknesses
  3. Opportunities
  4. Threats

Download the Business Roadmap Template today

Download here

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How to create a Transition Plan for your organisation

A Transition Plan is used to manage the change from an existing organisational configuration to a new configuration.

So – your organisation may need to go through a Transition to implement the new arrangement.

We have created this Transition Plan Template in response to a series of requests for a Timeline template to assist with Change Management.

This Transition Plan Template will assist you with your Transition Timeline

We have arranged this template into the following areas.

Team and Personnel Changes

It’s likely that you will have to change how people and teams are arranged.

New processes

There could be some business process re-engineering to be rolled-out.

Relocation

You may have to move locations, or start an off-shore supplier relationship.

How to plan the Transition

In all change situations, there is a gap between the planned new arrangement and where you are right now – a Transition is required.

Our Transition Plan Template will provide a solid communications and planning tool for your transition.

Features of this Template

  1. Timeline with draggable milestones.
  2. Event markers in each workstream.
  3. Management workstream (to show coordination activities in the transition project).
  4. Communications Workstream (announcements, comms).
  5. HR Workstream (transition HR issues management).
  6. Relocation Workstream.
  7. IT Workstream (PC and telecomms).

View the Transition Plan Template.

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Roadmap with Resource and Budget

This Roadmap with Resources and Budget is perfect for project communication

We’ve just added a new template: Roadmap Template with Resource and Budget

This template is extremely useful if you need to indicate budget or resource allocation.

You can find more roadmaps in our Roadmap Category, and some information on preparing your roadmap in our “creating your project roadmap” scenario.

This template includes

  1. 5 workstreams
  2. An area against each workstream to detail the resources and/or budget allocated to that workstream
  3. A “Summary” area where the resources and/or budget can be summarised
  4. A timeline with example milestones
  5. A legend for the timeline areas

Contact us if you have need of a different roadmap format.