Service Desk - Templates & Policies

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Shift-Left Stakeholder Buy-In Presentation

Use this template to build the business case and get everyone on board with the shift-left optimization initiative.

Incident Management Workflow

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

Patch Management Policy

The patch management policy outlines standard application maintenance and patch management practices and responsibilities for identifying and mitigating any system...

End-User Offboarding Checklist

Use this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization.

Service Support Strategy Worksheet

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

Service Desk Site Visit Checklist Template

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

Service Desk Ticket Intake Workflow Samples

This template contains examples of ticket intake workflows.

Service Desk Improvement Presentation Template

This template will help you communicate the results of your service desk improvement projects to your leadership team.

Employee Recognition Nomination Form

Use the Employee Recognition Nomination Form for employees to nominate their peers to be recognized.
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