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Communication cheat sheet for IT teams

Bookmark this cheat sheet as a reference for your IT team’s communications. Know what, when and how to communicate towards stakeholders, particularly end users.

Share with your IT colleagues so everyone is on the same page.

Incidents, problems and emergency changes

Projects, changes, maintenance and other events

Technical concept explaining to non-techies

Incidents, problems and emergency changes

Keep stakeholders (employees within the organization) well informed during incidents and problems. This brings peace of mind (less tension and frustration), trust and understanding.

Type

Disruption alert (outage or other issue)

Purpose

Notify about an incident causing a disruption (outage or other issue) that affects the IT infrastructure and operations.

Frequency

Once, immediately after being noticed.

Type

Update / resolution on disruption (outage or other issue)

Purpose

Provide an update on a known disruption that affects the IT infrastructure and operations. Even if there is no substantive news.

Also notify once the disruption is resolved.

Frequency

Critical: every hour or when applicable.

High priority: every 3 hours or when applicable.

Medium priority: every 6 hours or when applicable.

Low priority: when applicable.

Prolonged incidents: once or twice a week.

Type

Security breach alert

Purpose

Inform appropriate people about a security incident (vulnerability). Ensure the right steps are taken quickly and instruct on what users can do to help. 

Frequency

Once, immediately in response to the security incident.

Template

Type

Problem recovery plan

Purpose

Outline the steps to be taken in case of a critical problem or prolonged incident. Inform stakeholders of the plan you will implement to solve the problem.

Frequency

Once when it is determined that it is a complex problem or has a long resolution time.

Type

Status update on problem recovery

Purpose

Notify stakeholders about the status of the recovery plan. Even if there is no substantive news.

Has the problem been resolved? Then scroll on to ‘Problem resolution’.

Frequency

Critical: every hour or when applicable.

High priority: every 3 hours or when applicable.

Medium priority: every 6 hours or when applicable.

Low priority: when applicable.

Prolonged incidents: once or twice a week.

Type

Emergency change

Purpose

Inform stakeholders quickly and concisely if an incident or problem forces you to make a change in systems or services at short notice.

Frequency

As early as possible before the change will be implemented.

Type

Problem resolution

Purpose

Notify stakeholders once a problem has been resolved and the affected system, service or application is working as it should again.

Frequency

Once when the problem is resolved.

Type

Incident report (post-mortem)

Purpose

For your reliability, communicate a summary of an incident or problem, its impact, how it was resolved, and the steps being taken to prevent similar incidents in the future.

Frequency

After the resolution of a significant disruption, security incident, or other problem with major impact.

Additional documents

To increase employee productivity, add additional documents to your communications. This brings satisfaction, optimism and respect.

Type

Workaround manual

Purpose

Create a clear and professional workaround instruction for users to work around a particular problem or downtime.

Frequency

As needed, in reaction to an incident, problem or change.

Type

FAQ

Purpose

Create a clear and organized FAQ (questions and answers) to make users more self-sufficient about a particular service or situation.

Frequency

As needed, e.g., when you receive many of the same questions.

Projects, changes, maintenance and other events

Communicate proactively to stakeholders (employees within the organization) what you’re working on and what’s ahead for better collaboration with other departments. This brings pride, joy and appreciation.

Type

Newsletter

Purpose

Keep stakeholders updated with your latest IT developments, highlights, and upcoming events.

Frequency

Monthly or quarterly.

Type

Project introduction

Purpose

Inform stakeholders about new project goals, expected outcomes, and timelines.

Frequency

Once at the start of each project.

Type

Project update

Purpose

Provide progress updates, milestones, and challenges of ongoing projects.

Frequency

Weekly or bi-weekly.

Type

Major change implementation

Purpose

Announce significant changes to systems and services, and detail their impact.

Frequency

At least two weeks before implementation.

Template

Type

Update on change implementation

Purpose

Communicate the status, success, or issues post-implementation of a change.

Frequency

As needed, following each major change.

Type

Scheduled maintenance

Purpose

Notify users about planned maintenance and expected downtime.

Frequency

At least one week in advance.

Type

Update on maintenance

Purpose

Offer real-time status updates during and immediately after maintenance activities.

Frequency

As needed, during and after each maintenance.

Type

New service launch

Purpose

Introduce and detail new or significantly updated services.

Frequency

Once at launch.

Type

Phase-out notice

Purpose

Prepare users for the discontinuation of a service or product.

Frequency

At least one month before phase-out.

Type

Training invitation

Purpose

Invite employees to training sessions relevant to new technologies or their roles.

Frequency

A few weeks before each training session.

Type

Feedback request

Purpose

Gather user feedback on recent events, changes or new services to identify improvements.

Frequency

As needed, post-event, post-implementation, or post-launch.

Type

Change freeze

Purpose

Announce periods where no changes will be made to ensure stability.

Frequency

As needed, often annually or before specific events.

Template

How to explain technical information to non-techies

Explain technical concepts to less-technical employees within the organization to get them involved and engaged in the modern, fast-changing IT landscape. This brings excitement, curiosity and empowerment.

Step 1: Break it down

What is the concept about? Make a comparison with an everyday situation, give a practical example of the concept and explain why it exists.

Premium: Break it down (“translate” the concept) with the Technical concept explainer.

Step 2: Connect to your audience

Does it help to solve a problem or achieve something for them?

Does it start an identifiable change or respond to an external, noticeable change or threat?

Does it realise something new or prevent something familiar that is not right?

Step 3: Create imagination

Action: Where are we? What is happening? What happens next?

Emotion: Who is involved? What is at stake? How does it feel?

Meaning: What has changed, what have we learned? Why does it matter? What do you want your audience to think or do differently now?

IT Communication Assistant portal

Toolkit to establish professional communications towards stakeholders, especially end users.