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Infrastructure & Operations - Templates & Policies

Continual Improvement Workflow

This is a sample workflow that you can use as a starting point for building a process for continual improvement.

Use Cases and Data Worksheet

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

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.

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

End-User Satisfaction Survey Review Workflows

This template will help you map out the step-by-step process to review collected feedback from your end-user satisfaction surveys, analyze the data, and act on it.

Enterprise Printing Project Charter

Document the parameters of the print reduction project, your goals, desired business benefits, and metrics.

End-User Print Requirements Survey

Gather feedback on end-user needs and requirements.

Managed Print Services RFP Template

Use this request for proposal (RFP) template to invite prospective vendors to submit a proposal to supply multifunction printers or provide fully managed printing services. 

Printer Policy Template

Use this printer policy is to facilitate the appropriate and responsible business use of its printer assets as well as control printer cost of ownership by preventing waste...

Service Desk Outsourcing RFP Template

This template will allow you to create a detailed RFP for your outsourcing agreement.
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