Service Desk - Templates & Policies

Service Desk Queue Structure Template

This template includes several examples of service desk queue structures, followed by space to build your own model of your optimal service desk queue structure and...

Chatbot Conversation Tree Library

Use this template to record your chatbot conversation trees before implementing them.

Customer Service Training for the Service Desk – Training Deck

Use this training deck to deliver customer service training to your IT service desk team.

Customer Focus Competency Worksheet

Use this worksheet in conjunction with the Customer Service Training for the Service Desk training deck. Review the definition and proficiency levels of the customer...

Cheat Sheet: Service Desk Written Communication

Use this cheat sheet in conjunction with the Customer Service Training for the Service Desk training deck to review the key points covered in the training on...

Cheat Sheet: Service Desk Communication

Use this cheat sheet in conjunction with the Customer Service Training for the Service Desk training deck to review the key points covered in the training on listening...

Service Desk Roles and Responsibilities Guide

The service desk will function more efficiently when agents know their roles and responsibilities and they are communicated with stakeholders.

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Shift-Left Stakeholder Buy-In Presentation

Use this template to build the business case and get everyone on board with the shift-left optimization initiative.

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.
Visit our Exponential IT Research Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019
GET HELP
Contact Us