Service Desk - Templates & Policies

Systems Management RFP Template

Use this template to help create a request for proposal (RFP) for a systems management solution according to your enterprise requirements.

Service Desk Consolidation Communications and Training Plan Template

Use this template to develop a communications plan for your service desk consolidation project.

Service Support Strategy Worksheet

This template will help you document the service support strategy as you work through the project blueprint.

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.

Incident Management Workflow

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

Change Management Pre-Implementation Checklist

This checklist is designed to help you make quick progress on building a pre-implementation checklist for your own change management practice.

Build a Business Case to Improve Change Management Quick Guide

This quick guide is designed to help you build a business case to implement a change management process.

Project Handover Template

This template helps you outline a document for collaboration with the service desk to provide information on the product for better transitioning service support.

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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