Infrastructure & Operations - Templates & Policies

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.

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought...

Microsoft Teams Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's Teams product. In conjunction with tenant-level controls, acceptable use...

Microsoft SharePoint Online Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's SharePoint Online product. In conjunction with tenant-level controls,...

Microsoft OneDrive Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's OneDrive for Business product. In conjunction with tenant-level controls,...

Service Desk Staffing Calculator

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

Service Desk Staffing Stakeholder Presentation

Use this template to document the justification for addressing service desk staffing, the results of your analysis, and your next steps.
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