Templates & Policies

Transactional Service Desk Survey Template

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

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.

Application Portfolio Management Foundations Playbook

Use this template to build your application portfolio management playbook.

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.

Layoffs SWOT Analysis Template

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

Service Desk Improvement Initiative

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

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.

IT Knowledge Transfer Plan Template

The IT Knowledge Transfer Plan Template is used to determine the most effective knowledge transfer tactics to be used for each knowledge source.

Sample Layoffs Policy

Use this template to craft the employee layoff policy.
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