Templates & Policies

Security Cost Optimization Executive Presentation

Use this template to help communicate your cost optimization action plan.

Customer Focus Competency Worksheet

Use this worksheet in conjunction with the Customer Service Training for the Service Desk training deck. Review the definition and proficiency levels of the customer...

Customer Service Training for the Service Desk – Training Deck

Use this training deck to deliver customer service training to your IT service desk team.

Application Strategy Action Plan Report Template

Capture the findings of your application strategy review in the action plan template. Draw out the key actions needed to make improvements.

Application Strategy Sample Action Plan Report

This example report provides guidance on how to capture findings from the application review process, providing key findings to support a more effective strategy

Grant Follow-up Email Template

Respond to the grant agency whether your application was successful or not/ Increase the credibility of your tribal nation. ​​

Client Software Use Survey

Start with a simple usage survey to find out what kind of software users require on their desktops.

IT Contract Template

Use this IT contract template to help you draft comprehensive working agreements.

Consultant Evaluation Matrix

Apply Info-Tech's consultant evaluation matrix to help you hire the perfect consultant.

Upward Feedback

Download this upward feedback template and use it to improve your performance review process.
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