Templates & Policies

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.

Application Portfolio Management Foundations Playbook

Use this template to build your application portfolio management playbook.

Layoffs SWOT Analysis Template

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

Knowledge Transfer Job Aid

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.

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.

Service Desk Asset-Based Categories Template

Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.

Layoffs Communication Package

Use this template to manage communication messaging and timing throughout the employee layoff process.

Sample Layoffs Policy

Use this template to craft the employee layoff policy.

Phase 2 Small Business Tools and Templates Compendium

This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.

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.
Application Portfolio Management Foundations Playbook Use this template to build your application portfolio management playbook.
Layoffs SWOT Analysis Template Use this template to identify and classify important factors affecting your ability to deliver on outcomes.
Knowledge Transfer Job Aid Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.
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.
Service Desk Asset-Based Categories Template Use this categorization scheme as an example of asset-based categories, resolution codes, and statuses.
Layoffs Communication Package Use this template to manage communication messaging and timing throughout the employee layoff process.
Sample Layoffs Policy Use this template to craft the employee layoff policy.
Phase 2 Small Business Tools and Templates Compendium This compendium contains nine essential tools and templates to help you build and run your vendor management initiative.

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