JM Associates - Consulting for Not-for-Profits

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Download Template Documents

The following document templates have been useful to many of our clients:

Sample Prioritization Criteria (PDF)

Sample prioritization criteria used by institutions to determine the importance of strategic initiatives, projects, services, etc.

Generic Technology Services (Excel)

An Excel speadsheet listing sample technology services usually provided at colleges and universities.

Service Review Template (Excel)

An Excel template to be complete by departments. Information to be entered includes the name of seach service provided, the area providing service, the usage trend, etc.

Service Review Overview (PDF)

This document is an overview of the methodology used to review and evaluate current services.

Related Services

JM Associates also provides:

  • Strategic & Tactical Planning
  • Change Management and Communication Planning
  • Organizational Planning
  • Service Reviews
  • Group Facilitation
  • Industry Research and Environmental Scans
  • General Advising and Consulting to Senior Leadership

Please contact us to discuss how we can assist your organization.

 

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