Shift-Left Prerequisites Assessment

Use this lightweight tool to assess your current service desk maturity to decide whether to proceed with the shift-left project.

Shift-Left Strategy

Use this template to document the strategy to shift service support left.

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.

Optimize the Service Desk With a Shift-Left Strategy – Phase 2: Design Shift Left Model

This is phase 2 of the Optimize the Service Desk With a Shift-Left Strategy blueprint.

Shift-Left Action Plan

Use this tool to track and prioritize opportunities and tasks to be completed as part of the shift-left initiative.

Self-Service Portal Checklist

Use this checklist as a self-evaluation of features and criteria to optimize the self-service portal to enable a shift left strategy.

Optimize the Service Desk With a Shift-Left Strategy – Phase 3: Implement & Communicate

This is phase 3 of the Optimize the Service Desk With a Shift-Left Strategy blueprint.

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...

Service Desk Roles and Responsibilities Guide

The service desk will function more efficiently when agents know their roles and responsibilities and they are communicated with stakeholders.

Service Desk Ticket Categorization Schemes

The Ticket Categorization Scheme provides examples of ticket categories to organize the data in the service desk tool and produce reports that help managers manage the...
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