Operations - Templates & Policies

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Service Desk Outsourcing RFP Template This template will allow you to create a detailed RFP for your outsourcing agreement.
Service Desk Consolidation Communications and Training Plan Template Use this template to develop a communications plan for your service desk consolidation project.
Project Handover Template This template helps you outline a document for collaboration with the service desk to provide information on the product for better transitioning service support.
Build a Business Case to Improve Change Management Quick Guide This quick guide is designed to help you build a business case to implement a change management process.
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.
Sample Project Intake Form Addendum for Disaster Recovery This addendum can be used as a starting point for including DR considerations into project management.
Sample Change Management Checklist for Disaster Recovery Use this checklist as a starting point for including DR considerations in change management.
Practical, Right-Sized DRP Case Study: Tabletop Planning Results Tabletop Planning Results for Practical, Right-Sized DRP Case Study
Practical, Right-Sized DRP Case Study: Summary Summary for Practical, Right-Sized DRP Case Study
Practical, Right-Sized DRP Case Study: Recovery Workflow Recovery Workflow for Practical, Right-Sized DRP Case Study