Upgrade Toolkit for Windows SharePoint Services Sites and Templates Guide

Board of Directors Application Template

B, C

This template creates an application that can be used by a Board of Directors or Executive Board to track required tasks, keep member information, manage a calendar of meetings and activities, host discussions about key issues, and store mission, financial, business, meeting minutes, and other information.

Change Management Application Template

B, C

This template creates an operating environment for managing the Change Order process for a professional services project and serves as a mechanism for tracking past changes along with their reasons and effects.

Competitive Intelligence Dashboard Application Template

B, C

This template creates an application that is designed to improve the organization of Competitive Intelligence-related materials and communication about competitive issues among sales, public relations, marketing, product or service management, and executive personnel.

Document Library Application Template

B

This template creates an application that allows team members to create, upload, check out, review, and modify documents.

Employee Activities Site Application Template

B, C

This template creates an application for employees to communicate about organization clubs, teams, and events. Using this application, employees can sign up for activities, access contact and schedule information, participate in discussions and surveys, and view activity photos.

Employee Training Application Template

B, C

This template creates an application that employees can use to easily find and sign up for training opportunities related to their roles or departments. Human Resources or Training managers can track such information as training location schedules, numbers of attendees, and required reading materials. They can also post announcements and send surveys about training issues.

Expense Reimbursement Request Application Template

B, C

This template creates an application for managing the expense report process. It allows users to submit new expense reports, post and find expense guidelines and helpful links, and view expense reports by department, person, type, date, or status.

HR Programs and Services Forms Application Template

B, C

This template creates an application that employees can use to sign up for Human Resources (HR) programs and services. HR managers and benefits administrators can also use the application to view new requests and keep track of all past requests.

Legal Document Review Workflow Management Application Template

B, C

This template creates an application for organization legal departments to post legal documents and templates, communicate requirements and processes, and provide contact information. It also features a legal document review tool for managing, prioritizing, and tracking employee requests to review contracts and documents.

Marketing Communications Campaign Site Application Template

B, C

This template creates an application for marketing managers to manage the creation of marketing plans and presentations, track tasks, maintain a campaign events calendar, organize contacts, and communicate the goals, objectives, and key deliverables for a particular marketing communications campaign.

New Product Development Application Template

B, C

This template creates an application for product development teams to share contact information, links to important sites, tasks, calendar, and new product planning documents. It also provides a place for executive management to view details about a new product development process and status.

Professional Services Contractual Setup Management Application Template

B, C

This template creates an application for professional services organizations to manage the initiation step of a client engagement. It provides a collaboration platform for team members to communicate on the timeline, process, and issues related to the drafting, approval, and completion of engagement contractual documentation. It also includes InfoPath forms to simplify and automate the creation of new Statements of Work and other project initiation documents.

Project Team Site Application Template

B, C

This template creates an application for a project manager and team to collaborate during all phases of the project life cycle from initiation to close out. It is designed to help the project manager easily track the status of tasks, issues, key dates, deadlines, costs, and best practices through the use of customized lists, document libraries, surveys, and discussions.

Public Relations Work Site Application Template

B, C

This template creates an application for PR departments to centrally organize media contacts; store press releases, market research, and other data; collaborate on PR campaigns, documents, and activities; track tasks and events; and communicate goals and objectives.

Recruiting Resource Center Application Template

B, C

This template creates an application that provides an easy, organized way to handle the recruiting process including opening job requisitions, reviewing résumés, managing candidates, facilitating interview cycles, and collecting post-interview feedback.

Room and Equipment Reservation Application Template

B, C

This template creates an application for organizing conference room, conference call, and meeting equipment availability, and for making requests to reserve these facilities.

Travel Request Application Template

B, C

This template creates an application for travel requests and approval processes. The application includes a calendar that indicates when workers are out and where they are, a travel request form, and summaries of requests that must be approved.