Service Desk - Templates & Policies

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.

Service Desk Staffing Calculator

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

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.

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.

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.

Incident Management Workflow

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

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.

Incident Management Workflow Library

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