I&O Process Management - Templates & Policies

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought...

Weekly Metrics Review With Your Staff

Provide this template to your senior staff who will be providing metrics data for discussion at weekly status meetings.

Quarterly Metrics Review With the CIO

Use this template to create metrics reports as part of quarterly capacity management/planning review meetings with your CIO and other senior IT management.

Infra & Ops Metrics Program Roles & Responsibilities Guide

Use this RACI chart to outline metrics program roles and responsibilities at your organization.

Infra & Ops Metrics Executive Presentation

Leverage this template to create a communication tool after implementing your Infra & Ops metrics program, and use it when meeting with the CEO, CIO, and business leads.

Technical Debt Executive Summary Presentation

Communicate the business impact of technical debt and different options to address it.

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if...

Cloud Cost Glossary of Terms

Define cloud cost management terms.

Service Cost Cheat Sheet

Document cost factors by cloud service.

Right-Sizing Workflow

Document your process for right-sizing.
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