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Infrastructure & Operations - Templates & Policies

Incident Management and Service Desk Workflows

A repository of typical workflows.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Service Desk Standard Operating Procedure QuickStart

A lightweight documentation of the service desk’s standardized processes.

FinOps Strategy Template

This leadership-ready template helps you summarize your FinOps strategy.

Performance Scorecard Template

Use this template to set a motivating system for improving cost management.

FinOps Roles and Terminology Guide

This formal template helps you document FinOps roles and common FinOps terminology.

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.

Microsoft 365 Communication Plan Template

The Office 365 Communication Plan Template is the repository for information about how to communicate information about the transitions to the relevant stakeholders.

Backup Alignment Workflow Template

Template to assist with graphically representing your restoration scenario workflows.
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