Templates & Policies

Brand Diagnostic Tool - Financial Metrics Analysis Template

Customer Retention Rate (CRR), Acquisition Cost (CAC), and Lifetime Value (CLV), revenue, profit margin, market share and Intangible Assets Market Value (IAMV) will allow...

Brand Diagnostic Tool - External and Internal Factors Metrics Analysis Template

The external and internal factor analysis will allow you to detect and understand broad changes, disruptors and mid- to long-term trends in your specific field that are...

Brand Diagnostic Tool - Digital Metrics Analysis Template

Digital metrics analysis will provide insights into how buyers and potential buyers interact and engage with your brand digitally. It's also used to evaluate the brand's...

Brand Diagnostic - Executive Presentation Template

Pre-built presentation template to educate, engage and unify key stakeholders on the importance of a strong brand, and to assess and improve brand performance. This is also...

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.

Transactional Service Desk Survey Template

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

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.

Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Layoffs SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.
Visit our IT’s Moment: A Technology-First Solution for Uncertain Times Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171
GET HELP
Contact Us