CIO - Templates & Policies

IT Team Charter Template

A Team Charter captures the agreement of team behaviors and ways of working together

IT Team Effectiveness Survey

The IT Team Effectiveness survey is a tool that, when completed by each team member, will indicate strengths and areas for focus.

Atmosphere – SCARF Worksheet

The SCARF worksheet supports a team discussion on what may be interfering with their sense of safety in the team.

Exchanges – Team Communications Flow

The Team Communications Flow tool will highlight the interactions of the team as a whole as well as the individual members.

Exchanges – Communications Guide Poster Template

A template to record communication protocols for the team.

Action Plan Template

The Action Plan template captures next steps for the team on what they are committing to build a more effective team.

IT Financial Management Maturity Assessment Report Template

This report summarizes your ITFM maturity assessment results to help you communicate with stakeholders.

AI Strategy and Discovery Presentation Template

Use this template to develop an IT-led, business-aligned AI strategy for your organization.

Business Vision Playbook – Communication Plan Template

A structured tool to help you manage your stakeholder communications.

Business Vision Executive Communication Template

This tool helps communicate the main aspects of your IT Improvement Program to your executive audience concisely and with the right amount of detail.
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