I&O Process Management - Templates & Policies
Topics
Types of Content
SAM Roles and Responsibilities TemplateDocument the software asset management responsibilities for key roles across your organization. |
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SAM Standard Operating ProceduresThis template is designed to assist you in the creation of a standard operating procedure for software asset management. |
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SAM Process WorkflowsUse this template to document core software asset management processes, including procurement, receiving, deployment, and harvesting, and integrate this information into... |
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Quantified KTLO Reduction Initiative PortfolioA PowerPoint presentation document outlining how specific AI initiatives could reduce the time and resources your IT team spends on KTLO. |
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M365 Copilot Executive Summary TemplateA boardroom-ready template used to document activity outcomes across use case prioritization, governance discussions, risk identification, and roadmap planning. |
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M365 Copilot Control Map SampleA structured worksheet used to discuss and implement guardrails for Copilot usage across SharePoint, OneDrive, and Teams. |
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M365 Copilot Acceptable Use Policy TemplateA policy document used to outline how employees are expected to use Copilot responsibly, aligned with organizational standards. |
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Infrastructure & Operations Design SketchbookA PowerPoint tool full of relevant examples and templates to help you design your I&O organization. |
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Incident Management and Service Desk SOPUse 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... |
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Project Transition Presentation TemplateA customizable PowerPoint template for communicating details of your transition plan across the organization. |
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