Infrastructure & Operations - Templates & Policies

Monitoring Capability Scale Template

Use this template to convey your current and target states on the monitoring capability scale.

Incident Management and Service Desk SOP

Use this template to record the key details required for effective critical incident management, including a list of critical IT services, a list of key upper tier...

Incident Management and Service Desk Workflows

A repository of typical workflows.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Service Desk Standard Operating Procedure QuickStart

A lightweight documentation of the service desk’s standardized processes.

FinOps Strategy Template

This leadership-ready template helps you summarize your FinOps strategy.

Performance Scorecard Template

Use this template to set a motivating system for improving cost management.

FinOps Roles and Terminology Guide

This formal template helps you document FinOps roles and common FinOps terminology.

Microsoft 365 Copilot Use Case Discovery Questionnaire

Use this template to assess benefits of Copilot for business units and identify use cases for each department.
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