Operations - Templates & Policies

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.

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

Chatbot POC RACI

Use this template to record the roles and responsibilities of your chatbot support team.

IT Incident Management Runbook Blank Template

IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...

Active Directory Standard Operating Procedure

The Active Directory Standard Operating Procedure ensures that you have a comprehensive document in place as a point of reference for maintaining your Active Directory.

Active Directory Process Workflows

Use this template to structure your own Active Directory processes in the service desk for onboarding, offboarding, permission changes, and lateral transfers.

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.

Meeting Type Decision Flowchart

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

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 Requirements Database Library

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

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