Toolkits & templates

The documents we were asked for so often that we wrote them down properly. POPIA, ITIL 4 and ISO/IEC 20000 — built for South African businesses, written to be adopted rather than decoded.

POPIA Compliance Toolkit

Everything a South African SME actually needs to hold under POPIA — the registers, notices, consent wording, request procedures and breach plan, written to be adopted rather than decoded.

Who it is for: Any business that collects customer or employee information and has been putting POPIA off.

What is inside

  • POPIA in one page — the eight conditions in plain language
  • Information Officer registration walkthrough
  • Personal information inventory template
  • Privacy notice template you can adapt
  • Consent wording for forms, quotes and marketing
  • Data subject request procedure and log
  • Operator clauses for supplier contracts
  • Security safeguards checklist
  • Breach response plan and Regulator notification template
  • Retention schedule template
  • Staff awareness one-pager
  • Self-assessment checklist to score where you stand

ITIL 4 Incident Management SOP

A working incident management procedure built on ITIL 4 — priority matrix, response targets, escalation path, major incident handling and the communication templates that go with them.

Who it is for: IT teams and service desks that currently run on WhatsApp and hope.

What is inside

  • Purpose, scope and definitions
  • Impact × urgency priority matrix
  • Response and resolution targets by priority
  • The nine-step incident process, end to end
  • Roles and a RACI you can lift straight in
  • Functional and hierarchical escalation rules
  • Major incident procedure and war-room checklist
  • Customer and executive communication templates
  • Closure, review and the KPIs worth measuring

Service Catalogue & SLA Pack

Define what you actually provide, and what "fixed" means, before the argument rather than during it. Templates for both the business and technical catalogue, plus a complete SLA.

Who it is for: Internal IT teams and MSPs who need to agree expectations in writing.

What is inside

  • Business vs technical service catalogue, explained
  • Service entry template with worked examples
  • Service hours and support tier definitions
  • Full SLA template with target tables
  • Exclusions wording — the section that prevents disputes
  • Service review and reporting structure

ISO/IEC 20000 Gap Checklist

A clause-by-clause self-assessment against ISO/IEC 20000-1, with a scoring method and an action plan template, so you know the size of the job before you commit to it.

Who it is for: Businesses considering certification, or being asked about it in tenders.

What is inside

  • How to run the assessment and who to involve
  • A four-level maturity scoring method
  • Clause-by-clause checklist across clauses 4 to 10
  • Gap summary sheet
  • Prioritised action plan template

Build Your Own Website

A fill-in-the-blanks workbook that takes a small business from buying a domain to being found on Google — domain, hosting, WordPress, writing, design, SEO, Google Business Profile and Google Ads.

Who it is for: Owners who want to build it themselves, and want to do it properly rather than guess.

What is inside

  • A one-page plan worksheet that decides everything else
  • Buying a .co.za domain at domains.co.za, in your own name
  • Choosing South African hosting, and what to insist on
  • Installing WordPress and the first ten minutes that matter
  • Your site structure — which pages, and what each one is for
  • Fill-in templates for writing every page
  • Six design rules that stop a site looking homemade
  • SEO basics and a keyword map you fill in
  • Google Business Profile — usually the highest-return hour you will spend
  • Google Ads: whether to, and how to start without wasting money
  • Analytics, Search Console and what to look at monthly
  • The legal pages you must have, including POPIA
  • A full launch checklist and a 90-day plan

Best value

Complete ITSM & POPIA bundle

All four toolkits in one purchase. Separately they come to R2 230 — the bundle saves you R480, and everything downloads the moment payment clears.

R2 230 R1 750 excluding VAT

Buy all four

Before you buy

These are templates you adapt, not advice you follow. They are written for a typical South African business and cannot know how yours operates. You are responsible for reading each document against your own circumstances and amending it — the wording, the periods, the responsibilities and the statutory references — before you rely on any part of it. Where a decision carries real legal or financial exposure, have a qualified professional review it first.

None of this affects your rights under the Consumer Protection Act. If a document is faulty, materially wrong or not what this page described, tell us and we will correct it or refund you in full.

Each toolkit is licensed for use inside one business. You may adapt it, put your own logo on it and use it internally as much as you like. You may not resell it, publish it, or pass it to another company as your own work.

If a download does not arrive or will not open, email support@solisandluna.co.za and we will sort it out — you are not buying a file and hoping.

Questions about the toolkits

How do I get the file after paying?

Immediately. The download link appears on the order confirmation screen and is emailed to you, and it also lives permanently under Downloads in your account. Solis & Luna releases the file the moment payment clears — with Instant EFT or card that is seconds, not days.

Can I edit the templates?

Yes — that is the point of them. Adapt the wording, add your logo and make them yours. The licence covers unlimited internal use within one business. It does not permit reselling or republishing them.

Is this legal advice?

No. These are practical working documents drawn from POPIA, ITIL 4 and ISO/IEC 20000, and they cover what most South African SMEs need. Where a decision carries real legal exposure, have an attorney or a qualified compliance professional review it against your specific circumstances.

Do you offer refunds?

Digital downloads cannot be returned once delivered, so we do not refund on change of mind. If a file is faulty, wrong or does not match what this page describes, tell us and we will fix it or refund you in full.

Can you help us implement it?

Yes. The toolkits are the do-it-yourself route. If you would rather we did the work, Solis & Luna offers POPIA compliance programmes, ITSM setup and ITIL 4 process design as consulting engagements — the toolkit price comes off the quote.

Tell us what you are trying to build

A short message is enough to start. A person reads every enquiry and replies within one working day — and if we are not the right fit for your project, we will say so instead of selling you something.

Start a project Email us