Operations - Templates & Policies

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...

Mentoring Agreement Template

Use the Mentoring Agreement Template to ensure understanding and agreement between both parties of the mentoring relationship.

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...

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 Desk Consolidation Strategy Template

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

Workflow Activity: Onboarding Example

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