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Templates & Policies

Role Transition Plan Template

Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based plan...

Event Management Workflow

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

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...

Off-Field Data Reference Architecture Business Case Presentation Template

Use this template alongside Info-Tech’s Off-Field Data Reference Architecture Guide, then leverage that information to create an executive presentation and how it impacts...

Health & Safety at 91Ƭ Infographic

When employees work from home, ensure health & safety is top of mind. Help employees keep themselves safe wherever they are working.

Ergonomic Workspaces Infographic

Moving to a work-from-home arrangement comes with many changes – including changing your physical workspace. Provide employees with tips to create a healthy and safe...

Wellness and Working From 91Ƭ

A sudden shift to working from home can create a lot of stress, especially during a time with so many changes and uncertainty. Help employees maintain physical and mental...

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

Incident Status Updates and Incident Report Examples

Modify these examples to suit your requirements.

Incident KB Article Examples

Use these examples to guide your KB article templates and to clarify appropriate level of detail.
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