Template 1
IT SLA Agreement Template
Define service levels, response times, and escalation paths
- + Pre-built SLA tiers (Critical, High, Medium, Low) with response and resolution targets
- + Escalation matrix with contact roles and notification rules
- + Service scope definitions - what is covered and what is excluded
- + Performance measurement criteria and reporting cadence
Stop negotiating SLAs from scratch - start with a proven framework and customize to fit.
Template 2
Helpdesk Ticket Categorization Guide
Standardize ticket classification for faster routing
- + 40+ pre-defined ticket categories organized by IT domain
- + Priority assignment rules based on impact and urgency
- + Routing logic - which team handles which category
- + Example tickets for each category to train new staff
Consistent categorization means faster routing, accurate reporting, and fewer misassigned tickets.
Template 3
IT Onboarding Checklist
Comprehensive checklist for new employee IT setup
- + Hardware provisioning checklist - laptop, monitors, peripherals, mobile device
- + Software and account setup - email, Slack, VPN, SSO, departmental tools
- + Security configuration - MFA enrollment, password policy, endpoint protection
- + Day-one orientation items - Wi-Fi, printer, building access, IT support contacts
Never miss a setup step again. New hires are productive from day one with everything configured.
Template 4
IT Budget Planning Spreadsheet
Plan hardware, software, and service costs
- + Line-item categories for hardware, software licenses, SaaS subscriptions, and services
- + Per-employee cost calculator with headcount scaling
- + Renewal tracking with expiration dates and auto-renewal flags
- + Year-over-year comparison columns for budget justification
Present clear, defensible IT budgets to leadership with every cost itemized and justified.
Template 5
Incident Response Playbook
Step-by-step guide for handling IT incidents
- + Severity classification matrix - how to determine incident severity in the first 5 minutes
- + Response procedures for common incidents: outages, security breaches, data loss, ransomware
- + Communication templates - who to notify, when, and with what level of detail
- + Post-incident review template for root cause analysis and prevention
When something breaks at 2 AM, your team knows exactly what to do and who to call.