Operations - Templates & Policies

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Disaster Recovery Test Plan Template Use this template to document a DR test plan.
Workflow Activity: Onboarding Example Use this workflow as an example of the output of an onboarding workflow-improvement activity.
Service Desk Consolidation Project Charter Template Use this template to organize the service desk consolidation project and communicate the scope and parameters.
Service Desk Consolidation Strategy Template Use this template to document the consolidation project’s objectives, current and target state, and transition plan.
Service Desk Consolidation Stakeholder Presentation Template Use this presentation template to communicate the project to key stakeholders.
Service Desk Training Deck A lightweight documentation of the service desk’s standardized processes.
Application Development Process – AppDev Example Use flowcharts and checklists to create effective SOP documents.
Sales Process for New Clients – Sales Example Use flowcharts and checklists to create effective SOP documents.
Systems Management RFP Template Use this template to help create a request for proposal (RFP) for a systems management solution according to your enterprise requirements.
DRP Vendor Evaluation Questionnaire Ask vendors to describe their DRP capabilities.