Operations - Templates & Policies

Customer Service Training for the Service Desk – Training Deck

Use this training deck to deliver customer service training to your IT service desk team.

DRP Review Checklist

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

DRP-BCP Review Workflow

Review your full DR and BC plans annually to identify changes that weren’t captured via day-to-day change management.

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.

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...

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.

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.
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