Infrastructure & Operations - Templates & Policies

Service Support Strategy Worksheet

This template will help you document the service support strategy as you work through the project blueprint.

IT Automation Presentation

Use this template to communicate the outcome of your IT automation project.

Cloud Strategy Document Template

Use this template to document your cloud strategy. Follow along with the sections of the Document Your Cloud Strategy storyboard and complete the template as you go.

Data Protection Value Proposition Canvas Template

Use this template to document problems and opportunities with your current backup process.

Data Protection Recovery Workflow

Use this template to document the current and future data protection recovery process.

Data Protection Proposal Template

Use this template to document the project rationale, business priorities, and desired state methodology.

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Self-Service Resolution Workflow

Use this template to document the process through which users will interact with the self-service portal to resolve their issue.

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.

DRP-BCP Review Workflow

Review your full DR and BC plans annually to identify changes that weren’t captured via day-to-day change management.
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