Templates & Policies

Onboarding Executive Presentation Template

Make the case for meaningful onboarding program improvements.

Monitoring Capability Scale Template

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

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

BCP Recovery Playbook for Higher Education

Recovery playbook helps you document processes and additional details to support BCP.

Artificial Intelligence (AI) Governance Policy Template

Use this policy to govern the responsible use of generative AI to protect the interests of your organization from the risks associated with the technology.

BCP Recovery Playbook for Manufacturing

This playbook helps you document processes and additional details to support BCP..

Sample Communication Plan

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

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.
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