I&O Process Management - Templates & Policies

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.

Nonstandard Request Assessment

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

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.

Financial Spend Analysis Template

Envision the future and analyze constraints.

HAM Recap and Results Template

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

HAM Roles and Responsibilities Template

Record detailed responsibilities for your hardware asset management practice.

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.

Service and IT Operations Strategy and Roadmap Template​

A customizable PowerPoint template to document the outputs from this blueprint’s activities in a boardroom-ready presentation.
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