Operations - Templates & Policies

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.

ITSM Ticket Data 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.

ITSM Tool Implementation Checklist

Identify the most common decisions you will need to make and prepare for your implementation project.

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

Cloud Operations Communication Plan

Identify stakeholders, what’s in it for them, what the impact will be, and how you will communicate the changes to your cloud operations.

Cloud Operations Organizing Framework: Executive Brief

Use this template to communicate the cloud operations diagram to key stakeholders.
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