Service Desk - Templates & Policies

Server Configuration Policy

The server configuration policy establishes the standards, procedures, and restrictions for new servers being installed within the company.

Data Center Access Policy

The data center access policy will outline the standards for regulating access to the company data center(s).

Customer Journey Map

Use this template to develop a concrete understanding of the end user's experience with the service desk in order to improve service quality and meet customer goals.

Build a Business Case to Improve Change Management Quick Guide

This quick guide is designed to help you build a business case to implement a change management process.

IT Triage and Support Policy

Use this policy template to define and support triage and support operations.

Employee Recognition Nomination Form

Use the Employee Recognition Nomination Form for employees to nominate their peers to be recognized.

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.

Service Desk Improvement Presentation Template

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

Service Support Strategy Worksheet

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