Applications - Templates & Policies

Viral Loop Playbook

Easily build viral loops using pre-built prompts and actions across social media, email, and in-app experiences.

Social Media Tactical Plan Template

A structured workbook and template that helps you audit your social media performance, prioritize platforms and tactics, and build a clear plan and presentation for...

The Omnichannel Strategy Playbook Template

Build an actionable omnichannel execution plan using this strategy template

Digital Experience Platform Vendor Demo Script

A comprehensive template that will allow you to give detailed instructions to vendors.

Digital Experience Platform RFP Template

A template that clearly communicates your DXP needs to interested vendors.

AI-Assisted Code Generation Tools Demo Script Template

​Leverage the Demo Script to ensure that vendor demonstrations are grounded in real-world workflows, rather than generic AI scenarios.

CX Strategy Executive Presentation

Build the case for CX transformation.

Capture Your Product Family Structures Template

Use this template to document your product family hierarchy and assign product owners to each product family, as well as to the individual products within each family.

Product Governance Playbook

Use this template to document your organization’s product governance approach including your definition, current and target maturity levels, roles and responsibilities...

Kanban Board Template

Create an introductory Kanban board with custom board states, WIP limits, and priority levels
Visit our IT’s Moment: A Technology-First Solution for Uncertain Times Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171
GET HELP
Contact Us