Operations - Templates & Policies

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.
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