Templates & Policies

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

BCP Recovery Playbook for Higher Education

Recovery playbook helps you document processes and additional details to support BCP.

BCP Recovery Playbook for Manufacturing

This playbook helps you document processes and additional details to support BCP..

Incident Management and Service Desk Workflows

A repository of typical workflows.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

Employee Access Change Process

Use this template to document the current- or target-state IAM processes related to managing access when employees change roles.

IAM Improvement Strategy Communication Deck

Use this tool to capture the essential elements of your IAM improvement strategy.

Employee Onboarding Process

Use this template to document the current- or target-state IAM processes related to onboarding new employees.

Employee Offboarding Process

Use this template to document the current- or target-state IAM processes related to offboarding leaving employees.
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