Strategy & Governance - Templates & Policies

Stakeholder Discovery Interview Template

Use this template to structure and record the outputs of stakeholder interviews that you conduct. You may modify the questions as needed or read the questions verbatim to...

Journey Map Template

Use this template to document the journey maps you create in working sessions with your design team.

Statement of Business Context Template

Use the Statement of Business Context customizable deliverable as a point of reference that will guide the direction of the governance redesign.

IT Budget Interview Guide

This template helps you gather information towards developing an IT budget to understand what the corporate and business unit IT budget are and to learn how IT can best...

Policy Template

This general policy template is designed as a starting point for writing clear, consistent, and concise policies. More specific policy templates can be found by searching...

Policy Management RACI Chart Template

Use the RACI chart in this tool to establish the roles responsible for tasks within your policy management function.

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Metrics Development Workbook

This workbook guides the development and creation of service metrics that are directly tied to business objectives.

Metrics Presentation Format Selection Guide

This guide contains four questions, which will help IT organizations to identify the most appropriate presentation format based on stakeholder preference and needs for...

Organizational Design Implementation FAQ

Use this template as a starting point for building an organizational design implementation FAQ. Add additional questions through the implementation process and use it as...
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