I&O Process Management - Templates & Policies

Microsoft 365 Copilot Use Case Discovery Questionnaire

Use this template to assess benefits of Copilot for business units and identify use cases for each department.

HAM Roles and Responsibilities Template

Record detailed responsibilities for your hardware asset management practice.

HAM Process Workflows

This template will provide sample diagrams of hardware processes.

HAM Standard Operating Procedures

This template is designed to assist you in the creation of a standard operating procedure for hardware asset management.

HAM Recap and Results Template

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

Strategic Roadmap Initiative Template

Use this template to create an impactful one-pager for business stakeholders.

Infrastructure Strategy and Roadmap Report Template

Use this template to create an executive presentation for business stakeholders.

Financial Spend Analysis Template

Envision the future and analyze constraints.

Nonstandard Request Assessment

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

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.
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