Operations - Templates & Policies

SaaS Incident Response Workflows

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

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.

Transactional Service Desk Survey Template

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

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...

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 Requirements Database Library

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

Cloud Operations Organizing Framework: Executive Brief

Use this template to communicate the cloud operations diagram to key stakeholders.

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...

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.
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