Operations - Templates & Policies

Service Desk Outsourcing Strategy Template

This template will allow you to create a comprehensive outsourcing strategy for your service desk.

Service Desk Outsourcing RFP Template

This template provides guidance for creating a detailed RFP for a service desk outsourcing project.

Service Desk MSP Interview Template

This template is designed to assist you in your vendor evaluation to arrive at a final selection.

ITSM Tool Implementation Project Charter Template

Use this template to create a project charter for your ITSM tool implementation project.

ITSM Tool Implementation Checklist

Use this tool to evaluate whether you've completed all relevant steps within each phase of the ITSM tool implementation project.

ITSM Tool Implementation Request for Proposal Template

Use this template to create a request for proposal (RFP) for professional implementation services.

ITSM Tool User Acceptance Test Plan Template

Use this template to develop a plan for user acceptance testing (UAT) for your ITSM tool.

User Acceptance Test Cases and Results Template

Use this template to document your test cases and UAT results as part of your ITSM tool implementation project.

ITSM Tool Implementation Communication and Training Planning Template

Use this template to develop a plan for communicating the changes associated with your new ITSM tool and training the users of the tool before deployment.

ITSM Tool Deployment Plan Template

Use this template to develop a deployment plan for your ITSM tool to manage the transition and release.
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