Operations - Templates & Policies | Info-Tech Research Group

Use this template to document your service desk procedures for handling VIP or executive tickets.

Use this template as an example to follow and document your own VIP support process.

Use this template to organize the service desk consolidation project and communicate the scope and parameters.

A lightweight documentation of the service desk’s standardized processes.

Use this presentation template to communicate the project to key stakeholders.

Use this template to document the consolidation project’s objectives, current and target state, and transition plan.

Use this template to document a DR test plan.

Use this template to outline your organization's DR testing program.

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

Use this workflow as an example of the output of an onboarding workflow-improvement activity.

Service Desk VIP Procedures Template Use this template to document your service desk procedures for handling VIP or executive tickets.
VIP Support Process Workflow Example Use this template as an example to follow and document your own VIP support process.
Service Desk Consolidation Project Charter Template Use this template to organize the service desk consolidation project and communicate the scope and parameters.
Service Desk Training Deck A lightweight documentation of the service desk’s standardized processes.
Service Desk Consolidation Stakeholder Presentation Template Use this presentation template to communicate the project to key stakeholders.
Service Desk Consolidation Strategy Template Use this template to document the consolidation project’s objectives, current and target state, and transition plan.
Disaster Recovery Test Plan Template Use this template to document a DR test plan.
Disaster Recovery Testing Program Summary Use this template to outline your organization's DR testing program.
Transactional Service Desk Survey Template Use this template to design or write your transactional (ticket) satisfaction survey.
Workflow Activity: Onboarding Example Use this workflow as an example of the output of an onboarding workflow-improvement activity.

Operations - Templates & Policies