Operations - Templates & Policies

Service Desk VIP Procedures Template

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

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 Request Workflows

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

Nonstandard Request Assessment

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

Cloud Services Resilience Summary

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

SaaS Incident Response Workflows

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

Project Handover Template

This template helps you outline a document for collaboration with the service desk to provide information on the product for better transitioning service support.

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.

Service Desk Outsourcing Requirements Database Library

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