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.

Availability Internal Service Level Agreement Template

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

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.

Active Directory Process Workflows

Use this template to structure your own Active Directory processes in the service desk for onboarding, offboarding, permission changes, and lateral transfers.

Service Desk Consolidation Stakeholder Presentation Template

Use this presentation template to communicate the project to key stakeholders.

Service Desk Consolidation Strategy Template

Use this template to document the consolidation project’s objectives, current and target state, and transition plan.

Service Desk Staffing Stakeholder Presentation

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

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.
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