Sample Information Technology Documents
The NOREX Document Resources area features 2500+ items which include working templates contributed by NOREX Members, NOREX event transcripts, Member polls, and Toolkits (collections of Member-contributed documents, transcripts, and polls on a specific topic). If you would like to request other documents, please contact info@norex.net.
Sample Documents
Non-Members: Click on the orange button above to complete a short form before downloading sample documents.
ENTERPRISE GRADE SECURITY
The following was presented at a NOREX International Roundtable. It outlines how one organization created their security operation while staying within their budget. 11 Pages
IT OPERATIONS STATUS REPORT
This report logs incidents by week, severity, status, security, SQL environment health, and more. 8 Pages
INCIDENT RESPONSE PLAN PROCEDURE
The following procedure provides clarity on what specific actions are needed and appropriate when dealing with incidents affecting both internal and outsourced systems. 12 Pages
ROOT CAUSE ANALYSIS
Event recording, P1 data gathering, and component Q&A are included in this report template. 5 Pages
CLOUD VENDOR FRAMEWORK
This template provides summaries of Cloud-hosted products and the business goals to be achieved when reviewing products and vendors. 9 Pages
MANAGED SERVICE PROVIDER EVALUATION
Track and compare Managed Service Providers and IT support vendors by services, tools, technologies, and response times. 5 Pages
APPLICATION SUPPORT MATRIX
Support, communication, server & network integration, escalation, and known problem support contacts are logged in this matrix. 6 Pages
IT SERVICE DESK ONBOARDING PLAN
This plan includes specific objectives for the first 30 days of work for an IT Service Desk employee, divided into three periods. 3 Pages
BUILDING A CLOUD CENTER OF EXCELLENCE
Goals, challenges, and lessons learned from building a Cloud Center of Excellence (CCoE) make up this presentation given at a NOREX event. 17 Pages
CLOUD ERP IMPLEMENTATION CUTOVER PLAN
These spreadsheets show Microsoft Dynamics 365 implementation plans including the go-live checklist and cutover procedure. 51 Pages
MODERNIZED BI AND DATA ANALYTICS
This presentation shares business intelligence and data analytics vision, design, best practices, and key takeaways from a journey through this enterprise data solution. 23 Pages
SAMPLE SCHEDULE ARCHITECTURE SERVICES
Sample Intelligent Business Process Management Suite (iBPMS), Robot Process Automation (RPA) Reference Architecture, and RPA SaaS workflows provide an outline of proposed services. 3 Pages
SYSTEMS DEVELOPMENT LIFECYCLE
This presentation describes phases of system and software development including Agile. 8 Pages
APPLICATION DEVELOPMENT MANAGEMENT
The project prioritization process and an IT resource funnel are discussed for managing projects in an application development section. 11 Pages
PORTFOLIO PLAN TEMPLATE
This dashboard shows examples of planned and completed projects, color-coded status, and comparisons to previous years. 7 Pages
MONTHLY PROJECT MANAGEMENT REPORT
This is an example of a Project Portfolio Management (PPM) summary outlining the status of company projects. 9 Pages
Toolkits
Non-Members: Click on the orange button above to learn more about Toolkits.
IT GOVERNANCE & COMPLIANCE TOOLKIT
These NOREX Member-contributed documents include topics such as confidentiality, data classification, plans, policies and charters, PCI, privacy, records management, risk assessment, and staffing.
SECURITY TOOLKIT
Includes documents related to framework, security awareness, risk assessment, incident management, encryption, electronic signature, anti-virus / malware, cybersecurity, PCI, mobile computing, eDiscovery, and vendor management; RFPs; contracts; policies; procedures; plans; manuals; security charters; NOREX event transcripts; and Member polls.
DISASTER RECOVERY & BUSINESS CONTINUITY TOOLKIT
Includes documents related to vendor tools, DR requirements, BIA, emergency response, incident management, disaster recovery, pandemic response, business continuity, testing, and co-location; RFPs; NOREX event transcripts; and Member polls.
INFRASTRUCTURE TOOLKIT
Includes documents related to ITIL / ITSM, asset management, data center, server management, storage, retention, and equipment disposal; RFPs; policies; procedures; NOREX event transcripts; and Member polls.
CLOUD TOOLKIT
These NOREX Member-contributed documents include cloud strategy, discussions, evaluation, O365, policies, procedures, polls, RFP, and contracts.
NETWORK MANAGEMENT & COMMUNICATIONS TOOLKIT
These NOREX Member-contributed documents include communication, network, and systems plans, email, record retention, RFP, discussion transcripts, polls, social media, video, and questionnaires.
DIGITAL / HYBRID WORKSPACE TOOLKIT
These NOREX Member-contributed documents include documents on business continuity, crisis management and safety, work-from-home policies, transcripts, and polls.
MICROSOFT OFFICE 365 TOOLKIT
These NOREX Member-contributed Microsoft Office related documents include guides, O365, OneDrive, patch management, SharePoint, Windows, polls, discussion transcripts, and job descriptions.
HELP DESK TOOLKIT
These NOREX Member-contributed documents include RFP, onboarding and offboarding, ticketing and tracking, incident management, guides and resources, scorecards and reports, service catalog, ITIL / ITSM, job descriptions, discussions, and polls.
PROJECT MANAGEMENT TOOLKIT
These NOREX Member-contributed documents include business case templates, project prioritization, project planning, project charters, and staffing, transcripts, and polls.
PROCUREMENT TOOLKIT
These NOREX Member-contributed documents include contracts and agreements, SLA, non-disclosure agreement, SOW, RFI, RFQ, RFP, vendor management, vendor comparison, vendor scorecards and requirements, pricing, leasing, merger and acquisition, and discussions.
HUMAN RESOURCES TOOLKIT
These NOREX Member-contributed documents include interview and questionnaires, org charts, new employee, lifecycle, administrative, skills assessment, training and development, telecommuting, discipline and termination, policies and procedures, time and attendance, RFP, conflict of interest, whistleblower, and discussions around HR issues.
POLICIES AND PROCEDURES TOOLKIT
These NOREX Member-contributed documents include acceptable use, cloud computing, data management, email, equipment, HR, personnel, incident management, mobile computing, network access, password, project / change management, records management, remote access, security, social media, storage, WFH, and vendor management.
JOB DESCRIPTIONS TOOLKIT
These are NOREX Member-contributed job descriptions in the areas of applications, business analyst, change management, CIO, Director, communications, DBA, enterprise architecture, GIS, help desk / service desk, IT manager, network systems, operations, procurement, project management, quality assurance and compliance, security, training and web development.