Service Management - Templates & Policies

Outsource Systems Management – Project Charter Template

An effective project charter can help bring key stakeholders on board by clearly communicating the scope and benefits of your project. Use this template to organize your...

IT Service Management Demo Script Template

Use this demonstration script to provide service desk solution vendors with a consistent set of instructions, ensuring an objective comparison of product features.

Release and Development Checklist

Use this document to ensure you've made the proper considerations during planning, building and testing, and deployment of new software.

Outsource Systems Management – Vendor Engagement Template

Use this template to plan your vendor engagement strategy and ensure a continuous, collaborative, and mutually beneficial relationship with your vendor.

Service Desk Executive Presentation

Improving service desk processes requires the cooperation of key stakeholders. Use the executive presentation to provide an overview of the project, its objectives, and...

Configuration Item Record

This template will provide sufficient information about service assets to enable the service to be effectively managed, assess the impact of changes, and deal with...

New Service Proposal Template

Preparing a formal business proposal for a new service can be a challenge for many IT leaders. Use this template to obtain formal justification to move forward given the...

Sample Communication Plan

When taking service desk initiatives, they should be communicated to affected stakeholders to create end-user buy-in and get support from management when improvements go live

Managed Service Provider RFP Template

Use this template alongside the Outsource Systems Management Project blueprint deck to draft an effective RFP that will ensure you have complete coverage of your...

Service Desk Internal Service Level Agreement Template

Create the internal service desk SLA by amalgamating the insights from the current and target state analysis.
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