I&O Process Management - Templates & Policies

Sales Process for New Clients – Sales Example

Use flowcharts and checklists to create effective SOP documents.

Change Advisory Board Charter

This template includes all the procedures that CAB members will follow during the change approval process.

Availability Internal Service Level Agreement Template

Create the internal availability and reliability SLA by amalgamating the insights from the current and target analysis.

Service Catalog Internal Service Level Agreement Template

Create the internal service catalog SLA by amalgamating the insights from the current and target state analysis.

System Recovery Procedures Template

Use this template to document application or system recovery procedures required to support the DR Incident Response Plan.

HAM Process Workflows

This template will provide sample diagrams of hardware processes.

SAM Process Workflows

Use this template to document core software asset management processes, including procurement, receiving, deployment, and harvesting, and integrate this information into...

Problem Ticket Template

Use this template to codify which details need to be included in problem documentation, including integration with the incident management process. While most ITSM tools...

Incident and Problem Management Communication Deck

Use this template to make the case for incident management, problem management, and proactive problem management. Projects without executive buy-in are doomed to fail....

Change Management Communications Plan

This template is used to outline the key audiences for communication and draft messages for each audience as part of the new change management program rollout.
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