Service Desk - Templates & Policies

Service Desk Outsourcing RFP Template

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

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 Implementation Checklist

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

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.

Service Desk Queue Structure Template

This template includes several examples of service desk queue structures, followed by space to build your own model of your optimal service desk queue structure and...

ITSM Ticket Data Analysis Report

Use this template to document the justification for addressing service desk improvement, the results of your analysis, and your next steps.

Meeting Type Decision Flowchart

Use this decision tool to determine whether to schedule an onsite, virtual, or hybrid meeting.

Change Management Post-Implementation Checklist

This checklist is designed to help you make quick progress on building a post-implementation checklist for your own change management practice.
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