Templates & Policies

Incident KB Article Examples

Use these examples to guide your KB article templates and to clarify appropriate level of detail.

Communication Initiatives Template

Capture initiatives to educate staff and drive buy-in from senior leadership on improvements to your incident and problem management processes.

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

Cloud Strategy Document Template

A customizable foundation for a formalized, organization-wide cloud strategy.

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

Zero Trust Communication Deck

Use this template to present the zero trust strategy and roadmap to key stakeholders.

Cloud Vision Executive Presentation

The executive summary captures the results of the vision exercise, including decision criteria for moving to the cloud, risks, roadblocks, and mitigations.

Digital Safety Guidelines for International Travel

Use this template to develop digital safety guidelines for international travel.

Guidelines for Compliance With Local Security and Privacy Laws Template

Use this template to develop guidelines for compliance with local security and privacy laws.
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