Support Analyst Templates

Support Analyst Templates

There is a huge number of templates that someone in the Support Analyst 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 Support Analyst. 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. Service Request Template
3. Change Request Template
4. Problem Report Template
5. Knowledge Base Template
6. Weekly Status Report Template
7. Monthly Performance Report Template
8. Project Plan Template
9. Training Manual Template
10. Asset Inventory Template

Reports

Reports are often prepared by a Support Analyst 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. Monthly Incident Report
2. Service Level Agreement (SLA) Compliance Report
3. Customer Satisfaction Survey Report
4. System Performance Report
5. Change Management Report
6. Problem Management Report
7. Knowledge Base Utilization Report
8. Asset Inventory Report
9. Vendor Performance Report
10. Training and Development Report

SOPs

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

1. Incident Management SOP
2. Change Management SOP
3. Problem Management SOP
4. Service Request Management SOP
5. Knowledge Management SOP
6. Asset Management SOP
7. Security Management SOP
8. Release Management SOP
9. Service Level Management SOP
10. Configuration Management SOP

Presentations

Support Analyst 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. Service Level Agreement Review
4. System Upgrade and Maintenance Plan
5. Client Satisfaction Survey Results

Legal Docs

There are several key times when a Support Analyst 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. Employment Contract

Health & Safety Templates

Health & Safety templates for a Support Analyst 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. Health and Safety Training Record Template

Calendars

Setting up Support Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Project Milestone Calendar
3. Team Meeting Calendar
4. Training Schedule Calendar
5. System Maintenance Calendar

Invoice Templates

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

1. Monthly Support Services Invoice
2. Hardware and Software Purchase Invoice
3. Project Implementation Invoice
4. Training and Development Invoice
5. Maintenance and Repair Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Technical Support Survey
4. Service Improvement Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Support Analyst 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 Team Meeting
2. Client Support Meeting
3. Project Status Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Monthly Performance Dashboard
2. Customer Satisfaction Dashboard
3. Incident Management Dashboard
4. Service Level Agreement (SLA) Compliance Dashboard
5. Knowledge Base Utilization Dashboard

Proposal Templates

For bidding or requesting work, a Support Analyst 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. Software Implementation Proposal
3. IT Security Enhancement Proposal
4. IT Service Desk Improvement Proposal
5. IT Training and Development 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 Support Analyst 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.