Templates & Policies

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.

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.

ITSM Tool Implementation Checklist

Identify the most common decisions you will need to make and prepare for your implementation project.

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

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.
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