Operations - Templates & Policies

End-User Satisfaction Survey Review Workflows

This template will help you map out the step-by-step process to review collected feedback from your end-user satisfaction surveys, analyze the data, and act on it.

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

Service Desk Outsourcing Reference Interview Template

This template provides a sample list of interview questions to guide you through process of interviewing current and previous customers of outsource vendors to help...

Service Desk Outsourcing RFP Template

This template will allow you to create a detailed RFP for your outsourcing agreement.

Service Desk Outsourcing Requirements Database Library

This template will help you select the processes that you would like to outsource.

Service Desk Outsourcing Project Charter Template

This template will help you document your proposed service desk outsourcing strategy. Follow insights in the blueprint to record your results in this template and...

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

ITSM Tool Implementation Checklist

Identify the most common decisions you will need to make and prepare for your implementation project.

Cloud Operations Organizing Framework: Executive Brief

Use this template to communicate the cloud operations diagram to key stakeholders.

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.
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