Templates & Policies

Idea Catalog: Return-to-the-Workplace Playbook

Review this catalog for ideas on creating or updating return-to-the-workplace protocols.

Equipment Loan Request Form

This form can be used by employees to request loaner equipment.

Technology-First Action Plan Sample Deliverable for Healthcare

A customizable slide deck to document and communicate your plan.

OT Boundary Governance Plan Communication Deck

Operationalize the changes by communicating with your executive team to gain proper support.

Accountability Participant Workbook

Use this participant workbook in conjunction with the Accountability Facilitation Guide to deliver training to first-time IT managers.

ERP Strategy Report Template

Use this template to record the outputs from the blueprint activities in build your ERP Strategy Report.

TMS Scoping Activity Workbook

Assess key challenges your company faces and how a new TMS will combat them.

Vendor Rules of Engagement

Use this template to create a vendor rules of engagement document to include with vendor agreements and RFXs. Be sure to modify and configure the template to your...

Cloud Security Architecture Communication Deck

Socialize your findings to executive stakeholders and decision makers with a customizable, prepopulated communication deck. Explain the risks and the security services that...

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.

Idea Catalog: Return-to-the-Workplace Playbook Review this catalog for ideas on creating or updating return-to-the-workplace protocols.
Equipment Loan Request Form This form can be used by employees to request loaner equipment.
Technology-First Action Plan Sample Deliverable for Healthcare A customizable slide deck to document and communicate your plan.
OT Boundary Governance Plan Communication Deck Operationalize the changes by communicating with your executive team to gain proper support.
Accountability Participant Workbook Use this participant workbook in conjunction with the Accountability Facilitation Guide to deliver training to first-time IT managers.
ERP Strategy Report Template Use this template to record the outputs from the blueprint activities in build your ERP Strategy Report.
TMS Scoping Activity Workbook Assess key challenges your company faces and how a new TMS will combat them.
Vendor Rules of Engagement Use this template to create a vendor rules of engagement document to include with vendor agreements and RFXs. Be sure to modify and configure the template to your...
Cloud Security Architecture Communication Deck Socialize your findings to executive stakeholders and decision makers with a customizable, prepopulated communication deck. Explain the risks and the security services that...
Service Desk Improvement Initiative Use this template as a starting point for building out an improvement plan in presentation format.

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