Applications - Templates & Policies

CXM Strategy Stakeholder Presentation Template

Use this stakeholder presentation template to sell your customer experience management strategy to the business.

CXM Strategy Project Charter Template

This project charter will help you define the CXM project and lay the foundation for all subsequent project planning. Use this template to effectively communicate project...

CoE Maturity Diagnostic Tool

This tool will help you determine the maturity level of your Center of Excellence.

ACE Communications Deck

This template will give you step-by-step inputs from storyboard exercises to communicate the outcomes of your Agile Center of Excellence to your key stakeholders.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Software Quality Assurance Plan Template

Use this template to document a comprehensive SQA plan that provides governance for how your SQA practice is executed.

Software Quality Assurance Communication Template

Use this template to effectively communicate to business stakeholders your findings and the steps required to improve product quality and SQA processes.

Text-Based Customer Support Strategic Summary Template

The summary template encompasses all activities and delivers an overview of what the strategy will look like in a presentable fashion. Create a defined strategy by...

Text-Based Customer Support Project Charter Template

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...

ERP Governance Charter Template

This template will help you identify and define the provisions around roadmap reviews, changes, and audits, with associated roles, responsibilities, and enforcement powers.
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