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I&O Process Management - Templates & Policies

Use Cases and Data Worksheet

Use this template to determine data requirements to meet use cases.

Configuration Management Diagram Template Library

Use this library to view sample workflows and a data model for the configuration management program.

Configuration Management Project Charter

Use this template to create a project charter to launch the configuration management project.

Configuration Control Board Charter

Use this template to create your board charter for your configuration control board (CCB). Define roles and responsibilities and mandates for the CCB.

Configuration Management Standard Operation Procedures

Use this template to create and communicate your standard operating procedures (SOP) to ensure ongoing maintenance of the CMDB under the configuration management program.

Problem Management SOP

Use this template to record the key details required for effective problem management – both proactive and reactive. Outline a problem management workflow, record the...

Create an IVR Call Flow That Empowers Your Customers

Use this template to elevate the construction of your IVR call flow tree by creating customer personas that allow you to better understand your key demographic.

Event Management Cookbook

Use this tool to define your workflow for adding new events to track. This cookbook includes the considerations you need to include for every tracked event as well as the...

Event Management Workflow

Use this template to help define your event management handoffs to other service management practices.

Communication Initiatives Template

Capture initiatives to educate staff and drive buy-in from senior leadership on improvements to your incident and problem management processes.
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