Operations - Templates & Policies

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.

Active Directory Process Workflows

Use this template to structure your own Active Directory processes in the service desk for onboarding, offboarding, permission changes, and lateral transfers.

Service Desk Staffing Stakeholder Presentation

Use this template to document the justification for addressing service desk staffing, the results of your analysis, and your next steps.

Meeting Type Decision Flowchart

Use this decision tool to determine whether to schedule an onsite, virtual, or hybrid meeting.

Ticket Analysis Report

Use this template to document the justification for addressing service desk improvement, the results of your analysis, and your next steps.

Service Desk Queue Structure Template

This template includes several examples of service desk queue structures, followed by space to build your own model of your optimal service desk queue structure and...

Proposal to Transform Field Technical Services Template

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

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.

Cloud Operations Organizing Framework: Executive Brief

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

Service Desk Outsourcing Requirements Database Library

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