I&O Process Management - Templates & Policies

ITAM Demonstration Script Template

Create a demo script to let vendors know what functions are important for your team.

ITAM Project Charter Template

Organize your plan to build out your asset management process with a project charter.

Shared Services Implementation Business Case Template

When implementing a shared services model, it is integral to ensure that all stakeholders involved in the process are on board with the project. All objectives, benefits,...

Shared Services Implementation Customer Communication Plan

The root cause of many failed implementations of shared services model is a lack of alignment created between upper management and the staff supporting the project...

Shared Services Implementation Executive Presentation

Leverage this template to create a communication deck to CXOs during and after implementing shared services.

SAM Process Workflows

Use this template to document core software asset management processes, including procurement, receiving, deployment, and harvesting, and integrate this information into...

SAM Standard Operating Procedures

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

Non-Standard Hardware Request Form

Use this template to collect required information from users requesting non-standard hardware.

HAM Communication Plan

Use this template to build a communication plan for stakeholders involved in the hardware asset management implementation.

SAM Communication Plan

Use this template to plan your communications with stakeholder groups about your software asset management implementation project.
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