Service Desk - Templates & Policies

ITSM Tool Implementation Checklist

Identify the most common decisions you will need to make and prepare for your implementation project.

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.

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.

Incident Management Workflow Library

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

Service Desk Site Visit Checklist Template

Some upfront planning can lead to more valuable site visits and more prevented incidents.

Service Desk Outsourcing RFP Template

This template will allow you to create a detailed RFP for your outsourcing agreement.

Service Desk Staffing Calculator

Use this tool to help you estimate the number of resources required to support your demand over time.

Customer Journey Map

Use this template to develop a concrete understanding of the end user's experience with the service desk in order to improve service quality and meet customer goals.

Service Catalog Internal Service Level Agreement Template

Create the internal service catalog SLA by amalgamating the insights from the current and target state analysis.

Availability Internal Service Level Agreement Template

Create the internal availability and reliability SLA by amalgamating the insights from the current and target analysis.
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