IT Operations - Templates & Policies

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Email to Project Managers Template

This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.

PPM for Small Enterprise – Resource Allocation Implementation Guide

This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...

Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

Project Request Process

This template is designed to inform people inside the organization that a project prioritization exercise is taking place.

Project Sponsor Meeting Agenda Template

After each project team meeting, use this template to set the agenda for the project manager's meeting with the project sponsor.
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