Operations - Templates & Policies

Service Desk Outsourcing RFP Template

This template will allow you to create a detailed RFP for your outsourcing agreement.

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...

Incident Management and Service Desk Workflows

The Workflow Library provides examples of typical workflows that make up the bulk of the incident management and request fulfillment processes at the service desk.

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

Cloud Operations Organizing Framework: Executive Brief

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

ITSM Tool Implementation Checklist

Identify the most common decisions you will need to make and prepare for your implementation project.

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.

Cloud Operations Communication Plan

Identify stakeholders, what’s in it for them, what the impact will be, and how you will communicate the changes to your cloud operations.

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.
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