Service Desk - Templates & Policies

Change Management Pre-Implementation Checklist

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

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

Service Desk Staffing Stakeholder Presentation

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

Service Desk Staffing Calculator

Use this tool to help you estimate the number of resources required to support your demand over time.

Active Directory Process Workflows

Use this template to structure your own Active Directory processes in the service desk for onboarding, offboarding, permission changes, and lateral transfers.

Active Directory Standard Operating Procedure

The Active Directory Standard Operating Procedure ensures that you have a comprehensive document in place as a point of reference for maintaining your Active Directory.

IT Service Management Business Case Template

Use this template to create a light business case to gain buy-in and define goals, milestones, and use cases.

IT Incident Management Runbook Blank Template

IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...

Incident Management Workflow Library

Document your procedures to identify control points and areas of opportunity.

Chatbot POC RACI

Use this template to record the roles and responsibilities of your chatbot support team.
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