I&O Process Management - Templates & Policies

Event Management Workflow

Use this template to help define your event management handoffs to other service management practices.

Create an IVR Call Flow That Empowers Your Customers

Use this template to elevate the construction of your IVR call flow tree by creating customer personas that allow you to better understand your key demographic.

Continual Improvement Workflow

This is a sample workflow that you can use as a starting point for building a process for continual improvement.

Use Cases and Data Worksheet

Use this template to determine data requirements to meet use cases.

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.
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