Templates & Policies

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

Chatbot POC RACI

Use this template to record the roles and responsibilities of your chatbot support team.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

DRP-BCP Review Workflow

Review your full DR and BC plans annually to identify changes that weren’t captured via day-to-day change management.

DRP Review Checklist

Review the full DR plan annually to identify changes that weren’t captured via day-to-day change management.

Digital Risk Management Charter

Tackle digital risk profiling, management, and integration with a structured planning template that helps you document each step of the process and assign ownership and...

Digital Risk Management Executive Report

Build the business case for effective digital risk management to drive successful digital transformation. This executive presentation outlines the core components of the...

Customer Service Training for the Service Desk – Training Deck

Use this training deck to deliver customer service training to your IT service desk team.

Customer Focus Competency Worksheet

Use this worksheet in conjunction with the Customer Service Training for the Service Desk training deck. Review the definition and proficiency levels of the customer focus...

Cheat Sheet: Service Desk Written Communication

Use this cheat sheet in conjunction with the Customer Service Training for the Service Desk training deck to review the key points covered in the training on communicating...
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