Small Enterprise Resources - Templates & Policies

Vendor Recommendation Presentation

Use the Vendor Recommendation Presentation to present your finalist and obtain final approval to negotiate and execute any agreements.

Communication Initiatives Template

Capture initiatives to educate staff and drive buy-in from senior leadership on improvements to your incident and problem management processes.

Incident Status Updates and Incident Report Examples

Modify these examples to suit your requirements.

Incident KB Article Examples

Use these examples to guide your KB article templates and to clarify appropriate level of detail.

Problem Management Workflow

Provide a process workflow for easier reference and to communicate process expectations to stakeholders.

Problem Management SOP

Use this template to record the key details required for effective problem management – both proactive and reactive. Outline a problem management workflow, record the...

Service Desk Improvement Initiative

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

Service Desk Asset-Based Categories Template

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

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.

Application Portfolio Management Foundations Playbook

Use this template to build your application portfolio management playbook.
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