Operations - Templates & Policies

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 Testing Program Summary

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

Service Desk VIP Procedures Template

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

VIP Support Process Workflow Example

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

Disaster Recovery Test Plan Template

Use this template to document a DR test plan.

VIP Support Service Communication Template

Customize this template to communicate and market the VIP service to its stakeholders and users.

Reduce Shadow IT with a Service Request Catalog Communications Template

Use this template to create a presentation and communications plan for launching the new service and service request catalog.

Nonstandard Request Assessment

Use this template to determine what information is needed for vetting software requests coming into the organization.

Service Request Workflows

Use this library of workflows as a starting point for creating and fulfilling requests for applications and equipment in a service catalog.
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