Templates & Policies

Trends Matrix (Sample)

A tool to capture the trends in tech, market, business, people, and culture that impact your organization.

ESD Project Charter

Use this template to help track and communicate the progress of your ESD preparation and selection project. Update each slide with information that is customized to your...

Sports Betting RFP Template

This template will help you create a RFP that can be distributed to the vendors on your sportsbook solution shortlist.

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...

ESD RFP Template

Use this template to customize and identify which aspects of ESDs you expect vendors to be responsible for. Outline your requirements in this template to ensure vendors can...

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Shift-Left Strategy

Use this template to document the strategy to shift service support left.

Shift-Left Stakeholder Buy-In Presentation

Use this template to build the business case and get everyone on board with the shift-left optimization initiative.

Self-Service Resolution Workflow

Use this template to document the process through which users will interact with the self-service portal to resolve their issue.

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.
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