Infrastructure & Operations - Templates & Policies

Infrastructure & Operations Design Sketchbook

A PowerPoint tool full of relevant examples and templates to help you design your I&O organization.

M365 Copilot Executive Summary Template

A boardroom-ready template used to document activity outcomes across use case prioritization, governance discussions, risk identification, and roadmap planning.

M365 Copilot Control Map Sample

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

M365 Copilot Acceptable Use Policy Template

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

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.

BYOD Acceptable Use Policy

The purpose of the BYOD Acceptable Use Policy is to define standards, procedures, and restrictions for end users who are connecting a personally owned device to a company’s...

Application Development Process – AppDev Example

Use flowcharts and checklists to create effective SOP documents.

Sales Process for New Clients – Sales Example

Use flowcharts and checklists to create effective SOP documents.

Change Advisory Board Charter

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

Systems Management RFP Template

Use this template to help create a request for proposal (RFP) for a systems management solution according to your enterprise requirements.
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