Operations - Templates & Policies

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.

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.

Organizational Learning Guide

Identify lessons learned from a crisis or crisis management plan testing exercise.

DR Test Plan Passive Testing Handbook

Identify and document all the resources necessary to support the facilitator during a passive DR test.

Availability and Reliability SLA Metrics Tracking Template

Establish a framework to collect the necessary metrics to properly evaluate current availability and reliability service levels.

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.
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