Business Templates

Free, out-of-the-box custom templates

Your hosted SharePoint 2010 solution includes free, customized application templates developed by Microsoft to address the specific needs and business processes of any organization. Download templates from Microsoft’s site and start using them instantly.

Templates that are suitable for most departmental activities include:

* Simply click the title of any of the following categories to view the available templates and download them from Microsoft’s site free of charge.[j1] 

 

Project management templates

Project Team Site

The Project Team Site application for Microsoft Windows SharePoint Services provides a central location for the project manager and team to collaborate during all phases of the project lifecycle from initiation to close-out.

Change Management

This application for Microsoft Windows SharePoint Services provides a platform for managing the Change Order process related to a particular professional services project and serves as a mechanism for tracking past changes along with their reasons and impacts.

Meeting Management Site

The Meeting Management Site application for Microsoft Windows SharePoint services is a central place for meeting facilitators.

 

Human resources & office management templates 

HR Programs and Services Forms

This application for Microsoft Windows SharePoint Services is a central site for employees to sign up, using InfoPath forms, for Human Resources (HR) programs and services such as: ID badges, Parking permits, 401K, Healthcare benefits, and more.

Absence Request and Vacation Schedule Management

The Employee Absence Request and Vacation Schedule Management application for Microsoft Windows SharePoint Services provides a central place for managers and employees scheduling.

Employee Activities Site

The Employee Activities Site application for Microsoft Windows SharePoint Services is a central site for communicating information to employees 

Employee Timesheet and Scheduling Management

The Employee Training application for Microsoft Windows SharePoint Services is a central go-to site for employees to easily find and sign up for training opportunities related to their role or department.

Employee Training

The Employee Training application for Microsoft Windows SharePoint Services is a central go-to site for employees to easily find and sign up for training opportunities related to their role or department.

Event Coordination

The Event Coordination application for Microsoft Windows SharePoint Services is a central site for managing the entire event coordination process.

Expense Reimbursement Request

This application for Microsoft Windows SharePoint Services is designed to manage the expense report process.

Performance Review Management

This application for Microsoft Windows SharePoint Services is to be used by human resource managers to manage the performance review process across an organization. 

Room and Equipment Reservation

This application for Microsoft Windows SharePoint Services provides one go-to place for organizing conference room, conference call, and meeting equipment availability and for making requests to reserve them. 

Travel Request

The Travel Request application for Microsoft Windows SharePoint Services is designed to organize the travel request and approval process.

Sales & marketing templates

Competitive Intelligence Resource Dashboard

The Competitive Intelligence (CI) Dashboard application for Microsoft Windows SharePoint Services is designed to improve organization of CI-related materials, and communication about competitive issues among sales, public relations, marketing, product or service management, and executive personnel. 

Marketing Communications Campaign Site

The Marketing Communications Campaign application for Microsoft Windows SharePoint Services is a central site for marketing managers. 

New Product Development

The New Product Development application for Microsoft Windows SharePoint Services provides a collaboration tool for product development teams.

Executive management template

Board of Directors

A Board of Directors or Executive Board may use this application for Microsoft Windows SharePoint Services to manage tasks and information. 

Support & customer service template

Help Desk Dashboard

This application for Microsoft Windows SharePoint Services features several tools to assist a help desk or customer service team in managing requests from customers and in improving team communication.

Legal template 

Legal Document Review Workflow Management

This application for Microsoft Windows SharePoint Services is for company legal departments to post legal documents and templates, communicate requirements and processes, and provide contact information.

Purchasing / RFP management template

Request for Proposal Management

This application for Microsoft Windows SharePoint services is a central portal for managing the Request for Proposal (RFP) process.

Line of business and department activities-specific templates include:

Financial and broker firms

Loan Initiation Management

This application for Microsoft Windows SharePoint Services is designed to help small brokers and banks track documentation and progress on home, car and other loans.

Recruiting

Recruiting Resource Center

The Recruiting Resource Center application for Microsoft Windows SharePoint Services provides an easy, organized way to handle the recruiting process.

Editorials / publications

Publication Editorial Review

The Publication Editorial Review application for Microsoft Windows SharePoint Services provides a central place for editors, staff, and contributors to collaborate on the editing process for a publication.

Public relations

Public Relations Work Site

The Public Relations (PR) application for Microsoft Windows SharePoint services allows PR departments to centrally organize information.

IT department / company

IT Developer Team Site

The IT Developer Team Site application for Microsoft Windows SharePoint Services provides a central place for developers.

Professional services 

Professional Services Contractual Setup Management

This application for Microsoft Windows SharePoint Services is a single site for Professional Services organizations to manage the initiation step of a client engagement.

Professional Services Site for Engagement Team Resources

This application for Microsoft Windows SharePoint Services is designed to organize the resource request and approval process for a professional services project.

Social services and public officials’ activity

Case Work Management

The application for Microsoft Windows SharePoint Services for Case Work Management provides a single site for case workers such as social workers to manage their case loads of clients and client information.

Public Official Activity and Issue Management

The Public Official Activity and Issue Management application for Microsoft Windows SharePoint Services allows any Public Official to keep track of their key tasks, calendar, documents, links, and communication with constituents and special interest groups.

School / university

Classroom Management

Using this application for Microsoft Windows SharePoint Services, teachers may post all information about a single class including lesson plans, assignments, tasks, key contacts, grading forms and student information. 

Find out more about the many other key benefits of SharePoint 2010.

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