IT Operations - Templates & Policies

Service Desk Standard Operating Procedure

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

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Project Prioritization Process Template

This advanced guide is designed to assist in establishing and defining the project prioritization process. For organizations that warrant a formal process document, this...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

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...

Service Desk Internal Service Level Agreement Template

Create the internal service desk SLA by amalgamating the insights from the current and target state analysis.

Sample Communication Plan

When taking service desk initiatives, they should be communicated to affected stakeholders to create end-user buy-in and get support from management when improvements go live

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Requirements Gathering Communication Tracking Template

Use this template to structure and manage ongoing communications among key requirements gathering implementation stakeholders.

Service Desk Executive Presentation

Improving service desk processes requires the cooperation of key stakeholders. Use the executive presentation to provide an overview of the project, its objectives, and...
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