Operations - Templates & Policies

Service Desk Roles and Responsibilities Guide

The service desk will function more efficiently when agents know their roles and responsibilities and they are communicated with stakeholders.

Cheat Sheet: Service Desk Communication

Use this cheat sheet in conjunction with the Customer Service Training for the Service Desk training deck to review the key points covered in the training on listening and...

Cheat Sheet: Service Desk Written Communication

Use this cheat sheet in conjunction with the Customer Service Training for the Service Desk training deck to review the key points covered in the training on communicating...

Customer Focus Competency Worksheet

Use this worksheet in conjunction with the Customer Service Training for the Service Desk training deck. Review the definition and proficiency levels of the customer focus...

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

Cloud Services Resilience Summary

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

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.

Transactional Service Desk Survey Template

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

Nonstandard Request Assessment

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