Operations - Templates & Policies

Commitment Purchasing Workflow

Document your workflow for purchasing commitment discounts.

Cloud Cost Management Task List

Document owners, timelines, and next steps to improve your cloud cost management capabilities.

Crisis Management Workflow Examples

Build your own crisis management workflows using Info-Tech's examples.

Crisis Management Plan Summary Example

Summarize your organization's crisis management capabilities and objectives in one easy-to-consume document.

BCP Pilot Results Presentation

Present initial results from your pilot BCP project and next steps for your BCP initiative.

BCP Relocation Checklists

Use this tool to plan for and coordinate a business relocation to an alternate site or work-from-home.

BCP-DRP Maintenance Checklist

Set a schedule for continuity plan reviews, tests, and updates. Track completed reviews.

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.

Shift-Left Stakeholder Buy-In Presentation

Use this template to build the business case and get everyone on board with the shift-left optimization initiative.

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.
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