Templates & Policies

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Recovery playbook helps you document processes and additional details to support BCP.

This playbook helps you document processes and additional details to support BCP..

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

A repository of typical workflows.

Use this template to document the current- or target-state IAM processes related to offboarding leaving employees.

Use this template to document the current- or target-state IAM processes related to managing access when employees change roles.

Use this template to document the current- or target-state IAM processes related to onboarding new employees.

Use this tool to capture the essential elements of your IAM improvement strategy.

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.
Portfolio Manager Change Plan Template This template accelerates your deployment by recording decisions and design points in a central "Change Plan".
BCP Recovery Playbook for Higher Education Recovery playbook helps you document processes and additional details to support BCP.
BCP Recovery Playbook for Manufacturing This playbook helps you document processes and additional details to support BCP..
Sample Communication Plan A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.
Incident Management and Service Desk Workflows A repository of typical workflows.
Employee Offboarding Process Use this template to document the current- or target-state IAM processes related to offboarding leaving employees.
Employee Access Change Process Use this template to document the current- or target-state IAM processes related to managing access when employees change roles.
Employee Onboarding Process Use this template to document the current- or target-state IAM processes related to onboarding new employees.
IAM Improvement Strategy Communication Deck Use this tool to capture the essential elements of your IAM improvement strategy.