Operations - Templates & Policies

Practical, Right-Sized BCP Case Study: Teams and Contacts

Teams and Contacts for Practical, Right-Sized BCP Case Study

Practical, Right-Sized BCP Case Study: Notification, Assessment, and Declaration Procedures

Notification, Assessment, and Declaration Procedures for Practical, Right-Sized BCP Case Study

Practical, Right-Sized BCP Case Study: Business Process Flowcharts

Business Process Flowcharts for Practical, Right-Sized BCP Case Study

Practical, Right-Sized BCP Case Study: Example Overview Deck

Example Overview Deck for Practical, Right-Sized BCP Case Study

Service Desk Site Visit Checklist Template

Some upfront planning can lead to more valuable site visits and more prevented incidents.

Service Support Strategy Worksheet

This template will help you document the service support strategy as you work through the project blueprint.

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Self-Service Resolution Workflow

Use this template to document the process through which users will interact with the self-service portal to resolve their issue.

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.

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.
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