Applications - Templates & Policies

Marketing Budget Presentation Template

A template to show the budget allocation compared to benchmarks and the alignment of the marketing budget to the company goals and other teams who need marketing support.

Sprint Capacity Spreadsheet

Capture each Scrum team member's capacity for each Sprint to avoid overloading them.

Online Reputation Report Template

Identify the current state of your reputation with your own online reputation report.

Capitalizing on AI Executive Presentation

Present your highest-ranked AI initiative to your executive committee so that you can get approval, budget, and resources to move forward with high-value AI initiatives.

Sample AI Use Case

Use this AI use case sample to inspire the identification and development of an AI use case in your organization.

Sample AI Prototyping Workbook

Use this AI prototype draft sample as guidance on sketching out an AI-driven solution at a high level.

Template and Sample AI Business Case Executive Presentation

Use this combined template and sample to pull all the components of your AI business case together into a comprehensive and compelling presentation.

Customer Satisfaction Performance Update Template

Effectively manage CSAT improvement.

Customer Satisfaction Executive Presentation Template

Make the case for the right customer satisfaction metrics.

Business Intelligence Vendor Demo Script

Use the Business Intelligence Vendor Demo Script to guide vendor demonstrations of their BI platforms.
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