Infrastructure & Operations - Templates & Policies

User Group and Persona Analysis Template

Performing a user group analysis can save you thousands of dollars in licensing and hardware, as well as hours of work every time Microsoft releases an update.

Problem Ticket Template

Use this template to codify which details need to be included in problem documentation, including integration with the incident management process. While most ITSM tools...

List of Sample Problems

Use this list of problems as a place to start when practicing root cause analysis with the problem management team. The template's list of problems includes those in both...

Incident and Problem Management Communication Deck

Use this template to make the case for incident management, problem management, and proactive problem management. Projects without executive buy-in are doomed to fail....

Mobile Device Reimbursement Agreement

Use this template in addition to the Mobile Device Reimbursement Policy to document the reimbursement agreement between the end user and your organization.

Change Advisory Board Charter

This template includes all the procedures that CAB members will follow during the change approval process.

Future State Playbook

Use this template to identify new and changing processes in your future state environment.

Technical Skills Map Communication Deck Template

Use this communication deck template to communicate required changes and next steps to action your skills map.

Build a Business Case to Improve Change Management Quick Guide

This quick guide is designed to help you build a business case to implement a change management process.

Network Modernization Executive Presentation Template

Use this template to create an executive presentation summarizing the key elements of your network modernization project.
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