The ITSM Vendor Evaluation Workbook

Use this workbook to execute vendor evaluations. The workbook can be provided to your vendors to initially self-score and then be reviewed by your team; alternatively,...

Build Better Workflows

You can’t mature processes without also documenting them. Process documentation is most effective when workflows are both written out and visualized in the form of flow...

Build Better Workflows Storyboard

Use this activity to convene a flowchart improvement working group. It uses onboarding as an example.

Workflow Activity: Onboarding Example

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

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Build a Service Desk Consolidation Strategy

Supporting multiple service desks can be costly and inefficient and produce poor or inconsistent service delivery. This project will help you build a strategy to...
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Build a Service Desk Consolidation Strategy – Phases 1-3

Use this storyboard to understand why and how to design a strategy to consolidate multiple service desks into one.

Service Desk Consolidation Communications and Training Plan Template

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

Service Desk Consolidation Project Charter Template

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

Service Desk Consolidation Strategy Template

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