Infrastructure & Operations - Templates & Policies

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.

IT Service Management Business Case Template

Use this template to create a light business case to gain buy-in and define goals, milestones, and use cases.

Incident Management Workflow Library

Document your procedures to identify control points and areas of opportunity.

Service Desk Staffing Calculator

Use this tool to help you estimate the number of resources required to support your demand over time.

ITAM Demonstration Script Template

Create a demo script to let vendors know what functions are important for your team.
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