Service Desk - Templates & Policies

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.

Active Directory Standard Operating Procedure

The Active Directory Standard Operating Procedure ensures that you have a comprehensive document in place as a point of reference for maintaining your Active Directory.

Active Directory Process Workflows

Use this template to structure your own Active Directory processes in the service desk for onboarding, offboarding, permission changes, and lateral transfers.

Service Desk Improvement Presentation Template

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

Employee Recognition Nomination Form

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

Change Management Post-Implementation Checklist

This checklist is designed to help you make quick progress on building a post-implementation checklist for your own change management practice.

Service Desk Staffing Stakeholder Presentation

Use this template to document the justification for addressing service desk staffing, the results of your analysis, and your next steps.

Meeting Type Decision Flowchart

Use this decision tool to determine whether to schedule an onsite, virtual, or hybrid meeting.

ITSM Ticket Data Analysis Report

Use this template to document the justification for addressing service desk improvement, the results of your analysis, and your next steps.

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.
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