Templates & Policies

Lean Implementation Roadmap Template

Use the Lean Implementation Roadmap Template to ensure your team and stakeholders understand how and why you are becoming leaner.

Shift Left Strategy

Use this template to document the strategy to shift service support left.

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.

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

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.

Incident Management Workflow

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

Digital Workspace Strategy Template

This strategy template will help you to quickly build an effective approach to digital workspaces.

Digital Workspace Executive Presentation Template

Concisely explain key project components to senior stakeholders

Sample Digital Workspace Value Proposition

Analyze user needs to ensure that your digital workspace provides real user value

Integrated Portfolio Communication and Roadmap Plan

Use this template to help document your communication and roadmap plan for your integrated portfolio dashboard.
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