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Develop Infrastructure & Operations Policies and Procedures

Document what you need to document and forget the rest.

  • Time and money are wasted dealing with mistakes or missteps that should have been addressed by procedures or policies.
  • Standard operating procedures are less effective without a policy to provide a clear mandate and direction.
  • Adhering to policies is rarely a priority, as compliance often feels like an impediment to getting work done.
  • Processes aren’t measured or audited to assess policy compliance, which makes enforcing the policies next to impossible.

Our Advice

Critical Insight

  • Document what you need to document and forget the rest. Always check to see if you can use a previously approved policy before you create a new one. You may only need to create new guidelines or standards rather than approve a new policy.

Impact and Result

  • Start with a comprehensive policy framework to help you identify policy gaps. Prioritize and address those policy gaps.
  • Create effective policies that are reasonable, measurable, auditable, and enforceable.
  • Create and document procedures to support policy changes.

Develop Infrastructure & Operations Policies and Procedures

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should change your approach to developing Infrastructure & Operations policies and procedures, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Identify policy and procedure gaps

Create a prioritized action plan for documentation based on business need.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.




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About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Try Our Guided Implementations

Get the help you need in this 3-phase advisory process. You'll receive 5 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Identify policy and procedure gaps
  • Call #1 - Assess current policies, operational challenges, and gaps.
  • Call #2 - Mitigate significant risks.

Guided Implementation #2 - Create and review policies
  • Call #1 - Modify and review policy templates with an Info-Tech analyst.

Guided Implementation #3 - Create and review procedures
  • Call #1 - Workflow procedures, using templates wherever possible.
  • Call #2 - Review documentation best practices.


Frank Trovato

Darin Stahl

Andrew Sharp


  • Carole Fennelly, Owner, cFennelly Consulting
  • Marko Diepold, IT Audit Manager, audit2advise
  • Martin Andenmatten, Founder & Managing Director, Glenfis AG
  • Myles F. Suer, CIO Chat Facilitator, Boomi
  • Peter Sheingold, Portfolio Manager, Cybersecurity, Homeland Security Center, The MITRE Corporation
  • Robert D. Austin, Professor, Ivey Business School
  • Ron Jones, Director of IT Infrastructure and Service Management, DATA Communications
  • Scott Genung, Executive Director of Networking, Infrastructure, and Service Operations, University of Chicago
  • Steve Weil, CISSP, CISM, CRISC, Information Security Director, Cybersecurity Principal Consultant, Point B
  • Tony J. Read, Senior Program/Project Lead & Interim IT Executive, Read & Associates

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