Templates & Policies

ERP Strategy Report Template

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

Equipment Loan Request Form

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

Sports Betting Journey Map Template

This template is intended to assist with requirements gathering by identifying the potential pain points, costs, and areas that should be addressed to create a better...

Sample Maintenance Checklist for Autonomous Technologies in Manufacturing

Sample checklist for scheduling and executing maintenance for autonomous technologies for manufacturing.

Public Health Practice Business Reference Architecture Template

Use this template in conjunction with the Public Health Practice Business Reference Architecture Guide.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

IT Social Distancing Checklist

Distribute this checklist to all staff members and have them self-evaluate on the COVID-19 considerations.

Initiative Prioritization Workbook

Use this spreadsheet template to easily and transparently prioritize initiatives for pilot.

Return-to-the-Workplace FAQ Template

Use this template to communicate key messages with managers and employees regarding return-to-the-workplace plans.

Accountability Participant Workbook

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