Templates & Policies

Customer Focus Competency Worksheet

Use this worksheet in conjunction with the Customer Service Training for the Service Desk training deck. Review the definition and proficiency levels of the customer focus...

Digital Product Strategy Template

Use this template to help you define, detail, and make a reality your strategy in support of your digital product vision.

Digital Product Strategy Supporting Workbook

Use this workbook to capture the results from a number of exercises in this blueprint.

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.

Business-Managed Applications Communication Template

This document, associated with the blueprint Embrace Business-Managed Applications, will help you communicate the value of business-managed applications and your approach...

Service Desk Standard Operating Procedure

This template is designed to help service managers kick-start the standardization of service desk processes.

Knowledgebase Article Template

An accurate and comprehensive record of the incident management process, including a description of the incident, any workarounds identified, the root cause (if available),...

Service Definition Checklist

Non-IT stakeholders interested in participating in an extension of the service desk will turn to IT for guidance.

Security Compliance Process Template

Use this template to help document your information security compliance management program.

Grant Follow-up Email Template

Respond to the grant agency whether your application was successful or not. Increase the credibility of your organization. ​​
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