I&O Process Management - Templates & Policies

Optimize IT Change Management Improvement Initiative: Project Summary Template

Stakeholder support can make or break a change management initiative. The project summary template provides an example of how to organize your process improvements for...

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought to...

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Infra & Ops Metrics Program Roles & Responsibilities Guide

Use this RACI chart to outline metrics program roles and responsibilities at your organization.

Weekly Metrics Review With Your Staff

Provide this template to your senior staff who will be providing metrics data for discussion at weekly status meetings.

Quarterly Metrics Review With the CIO

Use this template to create metrics reports as part of quarterly capacity management/planning review meetings with your CIO and other senior IT management.

Infra & Ops Metrics Executive Presentation

Leverage this template to create a communication tool after implementing your Infra & Ops metrics program, and use it when meeting with the CEO, CIO, and business leads.

Technical Debt Executive Summary Presentation

Communicate the business impact of technical debt and different options to address it.

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if available),...

Right-Sizing Workflow

Document your process for right-sizing.
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