Library / Templates
Templates & checklists
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Working sheets
Post-go-live 30/60/90 checklist
For Service manager, Tech lead, Account management, Service desk & technicians
Weekly service-manager review
For Service manager
Technical standard and exception fields
Time-entry standard and quality check
Hiring and capacity evidence note
For Owner, Service manager
Automation savings review note
For Owner, Tech lead, Automation & AI
Automate-before-hire decision note
Automation candidate and pilot sheet
For Automation & AI, Tech lead, Service manager, Service desk & technicians
Service-desk AI use-case and review record
For Service manager, Automation & AI, Service desk & technicians
AI approval sheet and staff-use note
MSP tooling access and recovery review
For Cybersecurity, Tech lead, Owner, Service desk & technicians
Client calendar and decision sheet
For Account management, Owner
Copilot preparation pilot worksheet
For Account management, Service desk & technicians, Service manager, Cybersecurity
Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
Rewst approval and duplicate-control worksheet
For Automation & AI, Service manager, Tech lead, Service desk & technicians
Claude procedure change-review worksheet
For Tech lead, Service desk & technicians, Service manager, Automation & AI
ChatGPT handoff review worksheet
For Service desk & technicians, Service manager, Automation & AI
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI
Spreadsheet-friendly registers
CSV samples contain no formulas or macros. Fictional examples are labelled; bracketed rows are blank prompts. See the license and terms.