Templates & Policies

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Equipment Loan Request Form

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

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...

Cloud Operations Organizing Framework: Executive Brief

Use this template to communicate the cloud operations diagram to key stakeholders.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought...

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

Data Warehouse Service Level Agreement

A data warehouse is the central place to provision data to analytics and business users. Use this Agile Data Warehouse Service Level Agreement (SLA) template to...

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.

Accountability Participant Workbook

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

Master Time Participant Workbook

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