Operations - Templates & Policies

Mentoring Program Guidelines

Use the Mentoring Program Guidelines Template to help you document your mentoring program.

Mentoring Agreement Template

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

Collaboration Assessment Questionnaire

Use the Collaboration Assessment Questionnaire to gain an understanding of the issues your departments face and prioritize your next steps with their input in mind.

Employee Recognition Nomination Form

Use the Employee Recognition Nomination Form for employees to nominate their peers to be recognized.

IT Triage and Support Policy

Use this policy template to define and support triage and support operations.

DR Solution Executive Presentation Template

Garner executive buy-in by clearly documenting the DR solution analysis process and establish a strong business case for any investments.

Extend the Service Desk Executive Presentation

The goal of this template is to help IT make the case for extending service management best practices to other business functions, such as facilities and human resources.

Service Definition Process Workflow

The purpose of the Service Definition Process Workflow is to provide an example to help you implement a service definition process workflow of your own.

Expense Process

The purpose of the Expense Process workflow is to provide an example to help you build your own workflows for non-IT services.

Service Request Workflow

This template contains sample workflows to define the ticket triage and service request processes.
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