CIO - Templates & Policies

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AI Strategy and Discovery Presentation Template Use this template to develop an IT-led, business-aligned AI strategy for your organization.
IT Financial Management Maturity Assessment Report Template This report summarizes your ITFM maturity assessment results to help you communicate with stakeholders.
Improve IT Team Effectiveness Facilitation Guide A guide with instructions on how to facilitate different activities to determine how the team can increase their effectiveness.
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 Manager Meeting Template A clear, concise, and compelling communication to introduce accessibility for your organization to IT managers and to facilitate their participation in building the roadmap.