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Templates & Policies

Recognition Action and Communication Plan

Use this template to establish the actions and communications required to implement the recognition program.

Manager Training: Reinforce Behavior With Recognition

Use this presentation deck to train managers to recognize employees.

Service Desk Improvement Presentation Template

This template will help you communicate the results of your service desk improvement projects to your leadership team.

Service Desk Ticket Intake Workflow Samples

This template contains examples of ticket intake workflows.

Service Desk Site Visit Checklist Template

Some upfront planning can lead to more valuable site visits and more prevented incidents.

Internet of Things Stakeholder Presentation Template

Use this presentation template to help IT make the case for IoT initiatives.

I&O M&A Project Napkin

Use this template to document high-level merger or acquisition project goals.

I&O M&A Discovery Letter Template

Use this template to request discovery information from the target organization.

I&O M&A Discovery Template

Complete this template to document the current state of the target organization's I&O.

I&O M&A Workbook

Use this template as a working repository of key information and progress throughout your merger or acquisition project.
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