ServiceNow upgrade playbook

A free, ready-to-use Excel project plan for your OTA-street and Production upgrade. Built from WhiteBrick practice, yours to run.

Get the free playbook

Why teams use it

Skip blank templates. No corporate macro restricions.
Start with a sequenced plan that matches how ServiceNow upgrades actually run.

OTA before Production

Fix package on the first OTA instance, then promote. Production stays last among the street.

Named phases, clear owners

Intake, impact, freeze, clone, UAT, cutover and hypercare, with guidance on every task.

Free to use

No licence fee for the template. Need hands-on help? WhiteBrick is here when you want it.

Inside the workbook

One download, multiple sheets. Overview runway, master Plan, Project matrix, UAT, Clone checklist, Client notes.

Overview

Project facts and the 0–10 runway: Prep → Execution → Go-live → After care.

Plan

Task IDs, environments, guidance, owners and dependencies tailored to your instances.

Project

Family jump, go-live, CHG and the OTA / Production / Non-Prod matrix in one place.

How it works

1) Let us know, you're going to use it.
2) Enter project details and instances.
3) Download your Excel playbook and run the upgrade.

Get the free playbook
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