Infrastructure & Operations - Templates & Policies

UCaaS Solution RFP Template

Use this RFP template to issue your UCaaS RFP with confidence.

Service Desk Consolidation Communications and Training Plan Template

Use this template to develop a communications plan for your service desk consolidation project.

SAM Process Workflows

Use this template to document core software asset management processes, including procurement, receiving, deployment, and harvesting, and integrate this information into...

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.
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