Strategy & Operating Model - Templates & Policies

IT Due Diligence Charter

Create a due diligence charter to socialize the M&A project with key stakeholders and gain buy-in and support.

Make the Case for IT Involvement in M&A Due Diligence Presentation Template

Gain the trust and buy-in from executive management by providing a brief presentation that highlights IT's ability to accelerate the realization of post-integration...

Document Management Template

This template is used to manage documentation attributes for better tracking, it also contains a checklist to ensure documents can be properly tracked and easily located in...

Compliance Plan Template

This template is used to consolidate the compliance management initiative for the purpose of tracking and monitoring progress and ensuring accountability.

External Compliance Interview Guide

This template is used to conduct stakeholder interviews for the purpose of confirming compliance.

Compliance Communication Plan Template

This template is used to structure communication related to compliance changes such as new policies, changes to operating procedures, and remedial measures due to...

CIO Executive Business Stakeholder Interview Guide

Use this template as a guide for general executive business stakeholder interviews.

IT Integration Charter

Use the IT Integration Charter to document organizational objectives for the merger or acquisition and prepare your team to successfully launch the integration effort.

IT Strategic Workforce Planning Project Charter Template

Use this template to document pain points, objectives, maturity level, RACI, and metrics for the strategic workforce planning project.

IT Strategic Workforce Planning Project Plan Template

Use this template to document the key steps in building and monitoring the strategic workforce plan, including goals and objectives. It also leaves room for you to assign...
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