Service Desk - Templates & Policies

Incident Management Workflow

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

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 Desk Outsourcing RFP Template

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

Service Desk Consolidation Communications and Training Plan Template

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

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.

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.

Service Desk Site Visit Checklist Template

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

Service Support Strategy Worksheet

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

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.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.
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