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Templates & Policies

Active Directory Process Workflows

Use this template to structure your own Active Directory processes in the service desk for onboarding, offboarding, permission changes, and lateral transfers.

Active Directory Standard Operating Procedure

The Active Directory Standard Operating Procedure ensures that you have a comprehensive document in place as a point of reference for maintaining your Active Directory.

Technical Debt Executive Summary Presentation

Communicate the business impact of technical debt and different options to address it.

IT Service Management Business Case Template

Use this template to create a light business case to gain buy-in and define goals, milestones, and use cases.

Incident Management Workflow Library

Document your procedures to identify control points and areas of opportunity.

IT Incident Management Runbook Blank Template

IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...

Chatbot POC RACI

Use this template to record the roles and responsibilities of your chatbot support team.

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

DRP Review Checklist

Review the full DR plan annually to identify changes that weren’t captured via day-to-day change management.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.
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