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.

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.

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

Change Management Post-Implementation Checklist

This checklist is designed to help you make quick progress on building a post-implementation checklist for your own change management practice.

Meeting Type Decision Flowchart

Use this decision tool to determine whether to schedule an onsite, virtual, or hybrid meeting.

Ticket Analysis Report

Use this template to document the justification for addressing service desk improvement, the results of your analysis, and your next steps.

Service Desk Queue Structure Template

This template includes several examples of service desk queue structures, followed by space to build your own model of your optimal service desk queue structure and...

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.
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