Templates & Policies

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Manager Training: Reinforce Behavior With Recognition Use this presentation deck to train managers to recognize employees.
Service Desk Improvement Presentation Template This template will help you communicate the results of your service desk improvement projects to your leadership team.
Service Desk Ticket Intake Workflow Samples This template contains examples of ticket intake workflows.
Service Desk Site Visit Checklist Template Some upfront planning can lead to more valuable site visits and more prevented incidents.
I&O M&A Project Napkin Use this template to document high-level merger or acquisition project goals.
I&O M&A Discovery Letter Template Use this template to request discovery information from the target organization.
I&O M&A Discovery Template Complete this template to document the current state of the target organization's I&O.
I&O M&A Workbook Use this template as a working repository of key information and progress throughout your merger or acquisition project.
Practical, Right-Sized BCP Case Study: Maturity Scorecard Maturity Scorecard for Practical, Right-Sized BCP Case Study
Practical, Right-Sized BCP Case Study: Business Impact Analysis Business Impact Analysis for Practical, Right-Sized BCP Case Study