Operations - Templates & Policies

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 Communications and Training Plan Template

Use this template to develop a communications plan for your service desk consolidation project.

Service Desk Consolidation Stakeholder Presentation Template

Use this presentation template to communicate the project to key stakeholders.

Service Desk Consolidation Strategy Template

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

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Workflow Activity: Onboarding Example

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

Disaster Recovery Test Plan Template

Use this template to document a DR test plan.

Disaster Recovery Testing Program Summary

Use this template to outline your organization's DR testing program.

VIP Support Process Workflow Example

Use this template as an example to follow and document your own VIP support process.

Service Desk VIP Procedures Template

Use this template to document your service desk procedures for handling VIP or executive tickets.
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