Templates & Policies

Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Return-to-the-Workplace Plan Summary Tool

Use this tool to create a central summary of the organization’s finalized plan to return to the workplace.

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 Vision Executive Presentation

The executive summary captures the results of the vision exercise, including decision criteria for moving to the cloud, risks, roadblocks, and mitigations.

Brand Architecture Strategy Template

The Brand Architecture Strategy Template is a tool for creating a coherent brand identity that enables businesses to launch new products and services, prepare for...

ESD RFP Template

Use this template to customize and identify which aspects of ESDs you expect vendors to be responsible for. Outline your requirements in this template to ensure vendors...

Getting Started With Gen AI and Digital Twins in Manufacturing

A detailed description of considerations to be made before preparing to launch a project to implement cognitive twins.

Digital Risk Management Charter

Tackle digital risk profiling, management, and integration with a structured planning template that helps you document each step of the process and assign ownership and...

Service Desk Staffing Stakeholder Presentation

Use this template to document the justification for addressing service desk staffing, the results of your analysis, and your next steps.

Business Process Automation Strategy Template

This template is leveraged as part of Develop Your Value-First Business Process Automation Strategy to hep you document your business process automation strategy.
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