Templates & Policies

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Service Desk Site Visit Checklist Template Some upfront planning can lead to more valuable site visits and more prevented incidents.
Internet of Things Stakeholder Presentation Template Use this presentation template to help IT make the case for IoT initiatives.
I&O M&A Project Napkin Use this template to document high-level merger or acquisition project goals.
I&O M&A Discovery Letter Template Use this template to request discovery information from the target organization.
I&O M&A Discovery Template Complete this template to document the current state of the target organization's I&O.
I&O M&A Workbook Use this template as a working repository of key information and progress throughout your merger or acquisition project.
Practical, Right-Sized BCP Case Study: Maturity Scorecard Maturity Scorecard for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Business Impact Analysis Business Impact Analysis for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Action Items to Close Gaps Action Items to Close Gaps for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Recovery Workflow Recovery Workflow for Practical, Right-Sized BCP Case Study