Strategy & Operating Model - Templates & Policies

I&O M&A Workbook

Use this template as a working repository of key information and progress throughout your merger or acquisition project.

I&O M&A Discovery Template

Complete this template to document the current state of the target organization's I&O.

I&O M&A Discovery Letter Template

Use this template to request discovery information from the target organization.

EA Tool Selection Process Template

Use this document to help your EA team communicate the EA tool selection process to stakeholders.

EA Governance Framework Template

Use the EA governance framework template to help communicate the value of EA governance.

EA Governance Communication Plan Template

Use the communication plan template to publicize the benefits of the EA governance initiative to the organization.

Architecture Board Charter Template

This template is designed to help you create a governance charter for your various EA boards.

Architecture Review Process Template

This template can be used to craft an architecture review process tailored to the needs of your organization.

EA Assessment Checklist Template

Create assessment checklists for your organization's architecture review process using this template.

EA Engagement Model Template

Use the EA engagement model to document EA's involvement in your organization's IT operating model.
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