IT Strategy - Templates & Policies

Mastering Your Change Story Template

A simple template that guides a leader through drafting the six components of a change story.

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.

Business Vision Playbook – Communication Plan Template

A structured tool to help you manage your stakeholder communications.

Communicate Your CEO-CIO Alignment Results

This template should be used after completing the CEO-CIO Alignment diagnostic to communicate the results with the CEO or other appropriate business leader.

Adaptive AI Governance Executive Presentation

A PowerPoint template to present your AI governance roadmap in a prepopulated document.

Digital Transformation Communication Plan Template

A simple template used to outline the major communication plan components of a digital transformation.

Digital Transformation Initiative Template

A robust set of templates that are used by a digital transformation office to shepherd an initiative from ideation to execution.

M&A IT Playbook Template

​Use this playbook template to prepare the IT department in the acquiring organization for an upcoming M&A transaction.

M&A Glossary

The glossary, which comprises terms and definitions related to mergers and acquisitions, will help your IT team elevate their understanding and familiarize themselves with...

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...
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