Templates & Policies

IT Service Management Business Case Template

Use this template to create a light business case to gain buy-in and define goals, milestones, and use cases.

IT Incident Management Runbook Blank Template

IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...

Incident Management Workflow Library

Document your procedures to identify control points and areas of opportunity.

Chatbot POC RACI

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

Chatbot Conversation Tree Library

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

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.

SharePoint Policy Template

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

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...
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