Service Desk - Templates & Policies

Meeting Type Decision Flowchart

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

Ticket Analysis Report

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

Service Desk Queue Structure Template

This template includes several examples of service desk queue structures, followed by space to build your own model of your optimal service desk queue structure and...

Proposal to Transform Field Technical Services Template

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

ITSM Tool Implementation Project Charter Template

Review and edit the template to suit your project requirements.

ITSM Tool Implementation Checklist

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

ITSM Tool Deployment Plan Template

Prioritize and prepare for tool rollout plan.

Incident Management and Service Desk Workflows

The Workflow Library provides examples of typical workflows that make up the bulk of the incident management and request fulfillment processes at the service desk.

Service Desk Outsourcing Project Charter Template

This template will help you document your proposed service desk outsourcing strategy. Follow insights in the blueprint to record your results in this template and...

Service Desk Outsourcing Reference Interview Template

This template provides a sample list of interview questions to guide you through process of interviewing current and previous customers of outsource vendors to help...
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