Templates & Policies

Problem Management Workflow

Provide a process workflow for easier reference and to communicate process expectations to stakeholders.

Incident KB Article Examples

Use these examples to guide your KB article templates and to clarify appropriate level of detail.

Incident Status Updates and Incident Report Examples

Modify these examples to suit your requirements.

Communication Initiatives Template

Capture initiatives to educate staff and drive buy-in from senior leadership on improvements to your incident and problem management processes.

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

Off-Field Data Reference Architecture Business Case Presentation Template

Use this template alongside Info-Tech’s Off-Field Data Reference Architecture Guide, then leverage that information to create an executive presentation and how it impacts...

Event Management Cookbook

Use this tool to define your workflow for adding new events to track. This cookbook includes the considerations you need to include for every tracked event as well as the...

Event Management Workflow

Use this template to help define your event management handoffs to other service management practices.

Role Profile Template

Use this tool to outline the minimum requirements for your critical roles.

Individual Talent Profile Template

Use this template to assess an employee against the role profile of a critical role.
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