Operations - Templates & Policies

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...

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

End-User Satisfaction Survey Review Workflows

This template will help you map out the step-by-step process to review collected feedback from your end-user satisfaction surveys, analyze the data, and act on it.

SaaS Incident Response Workflows

Use these examples to guide your efforts to create cloud incident response workflows.

Cloud Services Resilience Summary

Summarize cloud services risk, risk mitigation options, and incident response for senior leadership.

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.

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.

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.
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