Infrastructure & Operations - Templates & Policies

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.

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...

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....

Project Handover Template

This template helps you outline a document for collaboration with the service desk to provide information on the product for better transitioning service support.

Change Management Communications Plan

This template is used to outline the key audiences for communication and draft messages for each audience as part of the new change management program rollout.

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.

Change Management Pre-Implementation Checklist

This checklist is designed to help you make quick progress on building a pre-implementation checklist for your own change management practice.

Sample Project Intake Form Addendum for Disaster Recovery

This addendum can be used as a starting point for including DR considerations into project management.

Sample Change Management Checklist for Disaster Recovery

Use this checklist as a starting point for including DR considerations in change management.

End-User Device Management Standard Operating Procedure

This template, from the blueprints Pave the Road to Unified Endpoint Management and Simplify Remote Deployment With Zero-Touch Provisioning, will help you define the goals,...
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