Service Desk - Templates & Policies

Patch Management Policy

The patch management policy outlines standard application maintenance and patch management practices and responsibilities for identifying and mitigating any system...

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

End-User Offboarding Checklist

Use this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization.

Service Support Strategy Worksheet

This template will help you document the service support strategy as you work through the project blueprint.

Service Desk Improvement Presentation Template

This template will help you communicate the results of your service desk improvement projects to your leadership team.

Service Desk Ticket Intake Workflow Samples

This template contains examples of ticket intake workflows.

Service Desk Site Visit Checklist Template

Some upfront planning can lead to more valuable site visits and more prevented incidents.

Pilot Project Plan Template

Use the Pilot Project Plan Template in conjunction with the blueprint, Build a Swarming Pilot Project to establish your pilot project goals, document the processes,...

Pilot Project Communication Strategy Template

This template is intended to be a communication resource for managers as well as senior leaders. It can be customized as appropriate to act as a resource for employees or...

Mentoring Program Guidelines

Use the Mentoring Program Guidelines Template to help you document your mentoring program.
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