Templates & Policies

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

Create an IVR Call Flow That Empowers Your Customers

Use this template to elevate the construction of your IVR call flow tree by creating customer personas that allow you to better understand your key demographic.

Cloud Operations Communication Plan

Identify stakeholders, what’s in it for them, what the impact will be, and how you will communicate the changes to your cloud operations.

Cloud Operations Organizing Framework: Executive Brief

Use this template to communicate the cloud operations diagram to key stakeholders.

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Project Charter

This template is designed to help you build a project charter in a timely manner.

Public Health Practice Business Reference Architecture Template

Use this template in conjunction with the Public Health Practice Business Reference Architecture Guide.

Interview Guide Template for Student Retention

This template includes three sets of interview questions for different groups of stakeholders supporting student retention at the university.

IT Knowledge Transfer Roadmap Presentation Template

Use this template as a starting point to build your proposed IT Knowledge Transfer Roadmap presentation to management, to obtain formal sign-off and initiate the next steps...

Disruptive Technology Exploitation Plan Template

This template will help you record the output of the activities undertaken during the first two phases of the storyboard, Exploit Disruptive Infrastructure Technology.
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