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I&O Process Management - Templates & Policies

ITAM Demonstration Script Template

Create a demo script to let vendors know what functions are important for your team.

IT Operations Automation Strategy Template

Use this boardroom-ready presentation template to demonstrate your approach to automation, both for your own reference and for clear communication to stakeholders.

IT Infrastructure Modernization Strategy Report Template

A valuable template intended to get management on board with your proposed strategy.

IT Infrastructure Modernization Strategy Presentation Template

A high-level executive presentation optimized for the boardroom.

Service and IT Operations Strategy and Roadmap Template​

A customizable PowerPoint template to document the outputs from this blueprint’s activities in a boardroom-ready presentation.

Incident Management and Service Desk SOP

Use this template to record the key details required for effective critical incident management, including a list of critical IT services, a list of key upper tier...

Microsoft 365 Copilot Use Case Discovery Questionnaire

Use this template to assess benefits of Copilot for business units and identify use cases for each department.

HAM Standard Operating Procedures

This template is designed to assist you in the creation of a standard operating procedure for hardware asset management.

HAM Process Workflows

This template will provide sample diagrams of hardware processes.

HAM Recap and Results Template

Use this template to record key insights from your hardware asset management improvement exercises.
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