Strategy and Organizational Design - Templates & Policies

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought...

Technical Debt Executive Summary Presentation

Communicate the business impact of technical debt and different options to address it.

Cloud Cost Management Policy

Document your cloud cost management policies.

Cloud Cost Glossary of Terms

Define cloud cost management terms.

Service Cost Cheat Sheet

Document cost factors by cloud service.

Right-Sizing Workflow

Document your process for right-sizing.

Commitment Purchasing Workflow

Document your workflow for purchasing commitment discounts.

Cloud Cost Management Task List

Document owners, timelines, and next steps to improve your cloud cost management capabilities.

Operations Work Unit Reference Structures

Example organizational sketches for common IT operating models with a focus on IT Operations roles.
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