Infrastructure & Operations - Templates & Policies

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.

Disruptive Technology Exploitation Plan Template

This template will help you record the output of the activities undertaken during the first two phases of the storyboard, Exploit Disruptive Infrastructure Technology.

Mentoring Agreement Template

Use the Mentoring Agreement Template to ensure understanding and agreement between both parties of the mentoring relationship.

DRP Recap and Results Template

Summarize and present key findings and recommendations from core DRP exercises and documents.
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