Operations - Templates & Policies

Service Desk Outsourcing RFP Template

This template will allow you to create a detailed RFP for your outsourcing agreement.

Service Desk Outsourcing Requirements Database Library

This template will help you select the processes that you would like to outsource.

Service Desk Outsourcing Project Charter Template

This template will help you document your proposed service desk outsourcing strategy. Follow insights in the blueprint to record your results in this template and...

Service Desk Outsourcing Reference Interview Template

This template provides a sample list of interview questions to guide you through process of interviewing current and previous customers of outsource vendors to help select...

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

End-User Satisfaction Survey Review Workflows

This template will help you map out the step-by-step process to review collected feedback from your end-user satisfaction surveys, analyze the data, and act on it.

SaaS Incident Response Workflows

Use these examples to guide your efforts to create cloud incident response workflows.

Cloud Services Resilience Summary

Summarize cloud services risk, risk mitigation options, and incident response for senior leadership.

Nonstandard Request Assessment

Use this template to determine what information is needed for vetting software requests coming into the organization.

Service Request Workflows

Use this library of workflows as a starting point for creating and fulfilling requests for applications and equipment in a service catalog.
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