Infrastructure & Operations - Templates & Policies

Change Management Post-Implementation Checklist

This checklist is designed to help you make quick progress on building a post-implementation checklist for your own change management practice.

Request for Change Form Template

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...

Optimize IT Change Management Improvement Initiative: Project Summary Template

Stakeholder support can make or break a change management initiative. The project summary template provides an example of how to organize your process improvements for...

Change Management Pre-Implementation Checklist

This checklist is designed to help you make quick progress on building a pre-implementation checklist for your own change management practice.

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought to...

Microsoft Teams Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's Teams product. In conjunction with tenant-level controls, acceptable use...

Microsoft SharePoint Online Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's SharePoint Online product. In conjunction with tenant-level controls, acceptable...

Microsoft OneDrive Acceptable Use Policy

This template provides the structure of a user-facing acceptable use policy for Microsoft's OneDrive for Business product. In conjunction with tenant-level controls,...
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