Operations - Templates & Policies

Service Desk Staffing Calculator

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

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.

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.

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.

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.

Incident Management Workflow Library

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

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...

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

Chatbot POC RACI

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

DRP Review Checklist

Review the full DR plan annually to identify changes that weren’t captured via day-to-day change management.
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