I&O Process Management - Templates & Policies

Microsoft 365 Copilot Use Case Discovery Questionnaire

Use this template to assess benefits of Copilot for business units and identify use cases for each department.

HAM Roles and Responsibilities Template

Record detailed responsibilities for your hardware asset management practice.

HAM Standard Operating Procedures

This template is designed to assist you in the creation of a standard operating procedure for hardware asset management.

HAM Process Workflows

This template will provide sample diagrams of hardware processes.

HAM Recap and Results Template

Use this template to record key insights from your hardware asset management improvement exercises.

Strategic Roadmap Initiative Template

Use this template to create an impactful one-pager for business stakeholders.

Financial Spend Analysis Template

Envision the future and analyze constraints.

Infrastructure Strategy and Roadmap Report Template

Use this template to create an executive presentation for business stakeholders.

Nonstandard Request Assessment

Use this template to determine what information is needed for vetting software requests coming into the organization.

Service Request Workflows

Use this library of workflows as a starting point for creating and fulfilling requests for applications and equipment in a service catalog.
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