Service Desk - Templates & Policies

Service Definition Checklist

Non-IT stakeholders interested in participating in an extension of the service desk will turn to IT for guidance.

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 focus...

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 communicating...

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 and...

Customer Service Training for the Service Desk – Training Deck

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

Chatbot Conversation Tree Library

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

Chatbot POC RACI

Use this template to record the roles and responsibilities of your chatbot support team.

Incident Management Workflow Library

Document your procedures to identify control points and areas of opportunity.

IT Incident Management Runbook Blank Template

IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...

IT Service Management Business Case Template

Use this template to create a light business case to gain buy-in and define goals, milestones, and use cases.
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