Applications - Templates & Policies

Digital Product Family Strategy Playbook

Use this template to help you define, detail, and implement your product family strategy in support of delivering at the scale of your organization.

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...

Market Analysis and Battlecards Workbook

This fully customizable, prebuilt PowerPoint presentation template documents the market analysis results and creates the sales battlecards. ​

CX Strategy Executive Presentation

Build the case for CX transformation.

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.

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.

The Omnichannel Strategy Playbook Template

Build an actionable omnichannel execution plan using this strategy template

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...
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