Templates for businesses
This section is for owners, managers and project leads who want a ready form instead of a blank page. Every template sits in a plain text block: copy it into your own document, spreadsheet or ticket system and replace the placeholders in angle brackets or the blanks. Each page explains when to use the template and links to the help pages behind each line.
Note
The templates contain no real customer data, figures or quotes. Where a template asks for numbers, use your own, and keep the source of each. Case studies may only contain real, approved facts, and a customer may only be named with their consent.
Contents
- The templates in this section
- Templates elsewhere in the help
- A suggested order through a project
- How to use them
The templates in this section
| Template | Use it when |
|---|---|
| Case study template | You want to tell the story of a real project, with the customer's approval |
| Case study interview guide | You interview a customer for a case study |
| Project brief template | You start a project or ask partners for proposals |
| Requirements checklist | You list what the site must do, mapped to Exponential's features |
| Go-live checklist | The site is about to be launched |
| Monthly operations checklist | The site is live and must stay healthy |
| Vendor evaluation scorecard | You compare hosts or partners |
| ROI worksheet template | You build the business case |
| Annual review checklist | Once a year: costs, security, access, plans |
Templates elsewhere in the help
These already exist; this section links to them instead of copying them:
| Template | Page |
|---|---|
| Case study process, consent request and template | Case studies and content marketing |
| Case study template for partners, with fact sheet and approval record | Case study template (partners) |
| Project charter, RACI matrix, requirements, launch checklist, handover document | Project templates |
| Hosting checklists: new server, go-live, monthly operations, security review, offboarding | Hosting checklists |
| Hosting decision record | Choosing hosting, database and operating system |
| SLA template | SLA options |
| Cost of downtime worksheet | Cost of downtime worksheet |
| Access review record | Access reviews |
| Retention schedule | Data retention and deletion |
A suggested order through a project
- Business case: ROI worksheet template.
- Start: Project brief template and Requirements checklist.
- Selection: Vendor evaluation scorecard.
- Launch: Go-live checklist.
- Running: Monthly operations checklist.
- Every year: Annual review checklist.
- When it went well: Case study interview guide and Case study template.
How to use them
- Keep one copy per project or site, with a version number and date.
- Name an owner for each template; an unowned checklist is not done.
- Remove lines that do not apply instead of ticking them.
- Link each line to evidence where you can (a ticket, a screenshot, an export).
- Store filled-in templates that contain personal data where only the right people can read them.
Related pages
- Costs
- Choosing hosting and partners
- Businesses: start here
- Governments have their own section: Governments: start here
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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