Infrastructure & Operations - Templates & Policies

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.

Microsoft 365 Communication Plan Template

The Office 365 Communication Plan Template is the repository for information about how to communicate information about the transitions to the relevant stakeholders.

Backup Alignment Workflow Template

Template to assist with graphically representing your restoration scenario workflows.

Backup Alignment Plan Presentation Template

Template to combine the results of your backup alignment project into a presentation format.

HAM Process Workflows

This template will provide sample diagrams of hardware processes.

HAM Standard Operating Procedures

This template is designed to assist you in the creation of a standard operating procedure for hardware asset management.

HAM Recap and Results Template

Use this template to record key insights from your hardware asset management improvement exercises.

HAM Roles and Responsibilities Template

Record detailed responsibilities for your hardware asset management practice.
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