It Operations Technician Templates

Looking for It Operations Technician Templates to download? See the main templates that a It Operations Technician would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

It Operations Technician Templates

There is a huge number of templates that someone in the It Operations Technician role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a It Operations Technician. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Incident Report Template
2. Change Request Template
3. Service Request Template
4. Daily Operations Report Template
5. Server Maintenance Checklist Template
6. Network Configuration Template
7. Asset Inventory Template
8. User Access Request Template
9. Backup and Recovery Plan Template
10. IT Budget Template


Reports are often prepared by a It Operations Technician to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Network Performance Report
2. Server Uptime Report
3. Help Desk Ticket Report
4. Security Incident Report
5. Backup and Recovery Report
6. Software Patching Report
7. Hardware Inventory Report
8. System Capacity Report
9. User Access Report
10. Service Level Agreement (SLA) Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a It Operations Technician does and how they do it.

1. Incident Management SOP
2. Change Management SOP
3. Problem Management SOP
4. Server Maintenance SOP
5. Network Configuration SOP
6. Backup and Recovery SOP
7. Security Patching SOP
8. User Access Management SOP
9. Hardware Inventory Management SOP
10. Documentation and Knowledge Management SOP


It Operations Technician presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Incident Analysis and Resolution
3. System Upgrades and Maintenance
4. Security and Compliance Overview
5. IT Infrastructure and Capacity Planning

Legal Docs

There are several key times when a It Operations Technician needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Software License Agreement
4. Data Protection Policy
5. Acceptable Use Policy

Health & Safety Templates

Health & Safety templates for a It Operations Technician ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template


Setting up It Operations Technician calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Maintenance Calendar
2. Server Patching Calendar
3. Network Infrastructure Calendar
4. Backup and Recovery Calendar
5. Change Management Calendar

Invoice Templates

Several types of It Operations Technician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly IT Support Services Invoice
2. Hardware and Software Procurement Invoice
3. Network Infrastructure Installation Invoice
4. Data Backup and Recovery Services Invoice
5. IT Consultation and Project Management Invoice

Survey Templates

For a It Operations Technician to get insights related to the work they do, they need to send out It Operations Technician surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. IT Service Quality Survey
4. IT Incident Response Survey
5. IT Training Needs Assessment Survey

Meeting Agendas

Having premade It Operations Technician meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Operations Review Meeting
2. Change Management Meeting
3. Incident Management Meeting
4. Service Level Agreement (SLA) Review Meeting
5. Project Status Meeting

Budget Templates

To manage finances well, a It Operations Technician would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Operating Budget Template
2. IT Equipment Budget Template
3. Software and Licensing Budget Template
4. Training and Development Budget Template
5. Maintenance and Support Budget Template


Dashboards are a useful way for a It Operations Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Performance Dashboard
2. Incident Management Dashboard
3. Service Level Agreement (SLA) Compliance Dashboard
4. Change Management Dashboard
5. Capacity Planning Dashboard

Proposal Templates

For bidding or requesting work, a It Operations Technician needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly IT Infrastructure Upgrade Proposal
2. Network Security Enhancement Proposal
3. Software and Hardware Procurement Proposal
4. IT Service Desk Improvement Proposal
5. Cloud Migration and Integration Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your It Operations Technician templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,