Service Desk - Templates & Policies

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.

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.

Patch Management Policy

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

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.

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.

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Self-Service Resolution Workflow

Use this template to document the process through which users will interact with the self-service portal to resolve their issue.

Shift-Left Strategy

Use this template to document the strategy to shift service support left.

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if...
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