Service Desk Transformation Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Service Desk Transformation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Service Desk Transformation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Service Desk Transformation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Service Desk Transformation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Service Desk Transformation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you easily access reporting and analytics dashboards in your operations with real time data that helps facilitate decision making at a glance?

  2. Can the solutions architecture be seamlessly scaled to maintain performance as more customers adopt the platform and existing customers grow?

  3. Do you feel comfortable that your partner will get it done on time, on budget and in line with quality expectations?

  4. How does your organization ingest data now to amass information about customer experience and your services?

  5. Do you manage service level conflicts or inconsistencies resulting from disparate supplier relationships?

  6. What is security categorization and how does it influence the selection of the initial control baseline?

  7. Do your data management policies and procedures address tenant and service level conflicts of interests?

  8. Do you accurately track and manage key activities and performance metrics to compete in your industry?

  9. Are you using natural processing language to gather information from unstructured data for analytics?

  10. What are the most profound challenges to improving the customer experience within your organization?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Service Desk Transformation book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Service Desk Transformation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Service Desk Transformation Self-Assessment and Scorecard you will develop a clear picture of which Service Desk Transformation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Service Desk Transformation Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Service Desk Transformation projects with the 62 implementation resources:

  • 62 step-by-step Service Desk Transformation Project Management Form Templates covering over 1500 Service Desk Transformation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: What happens without Service Desk Transformation project portfolio and proper resourcing?

  2. Requirements Management Plan: Define the help desk model. who will take full responsibility?

  3. Initiating Process Group: The Service Desk Transformation project you are managing has nine stakeholders. How many channel of communications are there between corresponding stakeholders?

  4. Quality Audit: Is quality audit a prerequisite for program accreditation or program recognition?

  5. Human Resource Management Plan: Are the Service Desk Transformation project team members located locally to the users/stakeholders?

  6. Procurement Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?

  7. Team Performance Assessment: To what degree are the teams goals and objectives clear, simple, and measurable?

  8. Stakeholder Management Plan: Have Service Desk Transformation project management standards and procedures been identified / established and documented?

  9. Project or Phase Close-Out: Were the outcomes different from the already stated planned?

  10. Decision Log: How does an increasing emphasis on cost containment influence the strategies and tactics used?

 
Step-by-step and complete Service Desk Transformation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Service Desk Transformation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Service Desk Transformation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Service Desk Transformation project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Service Desk Transformation project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Service Desk Transformation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Service Desk Transformation project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Service Desk Transformation project with this in-depth Service Desk Transformation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Service Desk Transformation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Service Desk Transformation and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Service Desk Transformation investments work better.

This Service Desk Transformation All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.