I&O Process Management - Templates & Policies

HAM Recap and Results Template

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

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.

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.

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.

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.

Incident KB Article Examples

Use these examples to guide your KB article templates and to clarify appropriate level of detail.

Problem Management Workflow

Provide a process workflow for easier reference and to communicate process expectations to stakeholders.

Incident Status Updates and Incident Report Examples

Modify these examples to suit your requirements.
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