I&O Process Management - Templates & Policies

Cloud Cost Management Task List

Document owners, timelines, and next steps to improve your cloud cost management capabilities.

Technical Debt Executive Summary Presentation

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

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.

Infra & Ops Metrics Program Roles & Responsibilities Guide

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

Service Request Workflows

Use this library of workflows as a starting point for creating and fulfilling requests for applications and equipment in a service catalog.

Financial Spend Analysis Template

Envision the future and analyze constraints.

Reduce Shadow IT with a Service Request Catalog Communications Template

Use this template to create a presentation and communications plan for launching the new service and service request catalog.

HAM Recap and Results Template

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

Nonstandard Request Assessment

Use this template to determine what information is needed for vetting software requests coming into the organization.

Configuration Control Board Charter

Use this template to create your board charter for your configuration control board (CCB). Define roles and responsibilities and mandates for the CCB.
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