Event Management Workflow

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

Quantified KTLO Reduction Initiative Portfolio

A PowerPoint presentation document outlining how specific AI initiatives could reduce the time and resources your IT team spends on KTLO.

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.

M365 Copilot Acceptable Use Policy Template

A policy document used to outline how employees are expected to use Copilot responsibly, aligned with organizational standards.

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.

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.

IT Operations Automation Strategy Template

Use this boardroom-ready presentation template to demonstrate your approach to automation, both for your own reference and for clear communication to stakeholders.

Project Transition Presentation Template

A customizable PowerPoint template for communicating details of your transition plan across the organization.

M365 Copilot Control Map Sample

A structured worksheet used to discuss and implement guardrails for Copilot usage across SharePoint, OneDrive, and Teams.
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