Infrastructure & Operations - Templates & Policies

Zero-Touch Provisioning and Support Plan

Capture your zero-touch decision points and communicate their benefits to gain buy-in from your business stakeholders.

End-User Device Build Book Template

Document the different standard provisioning packages and device builds for your environment.

Meeting Type Decision Flowchart

Use this decision tool to determine whether to schedule an onsite, virtual, or hybrid meeting.

Checklist: Run a Virtual or Hybrid Meeting

A handy, one-page reference to help your employees run better virtual and hybrid meetings.

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.

Change Management Post-Implementation Checklist

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

Request for Change Form Template

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...

Optimize IT Change Management Improvement Initiative: Project Summary Template

Stakeholder support can make or break a change management initiative. The project summary template provides an example of how to organize your process improvements for...

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.

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.
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