Service Desk - Templates & Policies

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.

Service Desk Outsourcing Requirements Database Library

This template will help you select the processes that you would like to outsource.

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...

Service Desk Consolidation Project Charter Template

Use this template to organize the service desk consolidation project and communicate the scope and parameters.

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

End-User Satisfaction Survey Review Workflows

This template will help you map out the step-by-step process to review collected feedback from your end-user satisfaction surveys, analyze the data, and act on it.

Nonstandard Request Assessment

Use this template to determine what information is needed for vetting software requests coming into the organization.

Workflow Activity: Onboarding Example

Use this workflow as an example of the output of an onboarding workflow-improvement activity.
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