Service Management - Templates & Policies

Request for Change Form

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...

Service Desk Standard Operating Procedure

This template is designed to help service managers kick-start the standardization of service desk processes.

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.

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if...

New Service Concept Template

Use this template to communicate your initial ideas for a new service to stakeholders before building a comprehensive business case.

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...
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