Operations - Templates & Policies

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Incident Management and Service Desk Workflows

A repository of typical workflows.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

Service Desk Standard Operating Procedure QuickStart

A lightweight documentation of the service desk’s standardized processes.

Service Desk Consolidation Project Charter Template

Use this template to organize the service desk consolidation project and communicate the scope and parameters.

Service Desk Consolidation Communications and Training Plan Template

Use this template to develop a communications plan for your service desk consolidation project.

Service Desk Consolidation Strategy Template

Use this template to document the consolidation project’s objectives, current and target state, and transition plan.

Service Desk Consolidation Stakeholder Presentation Template

Use this presentation template to communicate the project to key stakeholders.

Workflow Activity: Onboarding Example

Use this workflow as an example of the output of an onboarding workflow-improvement activity.

VIP Support Process Workflow Example

Use this template as an example to follow and document your own VIP support process.
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