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.

Patch Management Policy

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

Shift-Left Strategy

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

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.

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.

Incident Management Workflow

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

Knowledge Management Workflows

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

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 available),...

Service Desk Standard Operating Procedure

This template is designed to help service managers kick-start the standardization of service desk processes.

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.
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