Infrastructure & Operations - Templates & Policies

Service Desk Consolidation Strategy Template

Use this template to document the consolidation project’s objectives, current and target state, and transition plan.

Service Desk Consolidation Stakeholder Presentation Template

Use this presentation template to communicate the project to key stakeholders.

Microsoft Teams End-User Satisfaction Survey

Use this survey to capture end user feedback on their collaborative use of Microsoft Teams.

Infrastructure Strategy and Roadmap Report Template

Use this template to create an executive presentation for business stakeholders.

Strategic Roadmap Initiative Template

Use this template to create an impactful one-pager for business stakeholders.

Financial Spend Analysis Template

Envision the future and analyze constraints.

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Workflow Activity: Onboarding Example

Use this workflow as an example of the output of an onboarding workflow-improvement activity.

Service Desk VIP Procedures Template

Use this template to document your service desk procedures for handling VIP or executive tickets.

VIP Support Process Workflow Example

Use this template as an example to follow and document your own VIP support process.
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