Templates & Policies

Idea Catalog: Adapt the Talent Acquisition Process to a Virtual Environment

Leverage technology to hire the right people, at the right time, during COVID-19 and beyond.

Disruptive Technology Executive Presentation Template

The Disruptive Technology Executive Presentation Template will assist you to present an overview of the disruptive technology process, outlining the value to your company.

Role Profile Template

Use this tool to outline the minimum requirements for your critical roles.

Individual Talent Profile Template

Use this template to assess an employee against the role profile of a critical role.

Role Transition Plan Template

Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based plan...

Event Management Workflow

Use this template to help define your event management handoffs to other service management practices.

Off-Field Data Reference Architecture Business Case Presentation Template

Use this template alongside Info-Tech’s Off-Field Data Reference Architecture Guide, then leverage that information to create an executive presentation and how it impacts...

Event Management Cookbook

Use this tool to define your workflow for adding new events to track. This cookbook includes the considerations you need to include for every tracked event as well as the...

Ergonomic Workspaces Infographic

Moving to a work-from-home arrangement comes with many changes – including changing your physical workspace. Provide employees with tips to create a healthy and safe...

Wellness and Working From Home

A sudden shift to working from home can create a lot of stress, especially during a time with so many changes and uncertainty. Help employees maintain physical and mental...
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