Strategy & Operating Model - Templates & Policies

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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 Workbook Use this template as a working repository of key information and progress throughout your merger or acquisition project.
Strategy Alignment Map Template This template contains examples of and instructions to create a strategy alignment map.
Data Provenance Policy The value of data as an institutional resource is increased through its widespread and appropriate use; its value is diminished through improper sourcing, misuse,...
Data Integration and Virtualization Policy The data integration and virtualization policy will outline the responsibilities for mitigating the risks to personal privacy when integrating, replicating, or...
Transformation Planning Template A template to define and plan the activities that are appropriate for your transformation.
Stakeholder Management Template Document stakeholder information using this template.
Transition FAQs Template A template for tracking frequently asked questions about organizational change.
Risk Assessment Management Using COBIT 5 Engaging with Info-Tech to conduct a COBIT-based operations workshop on risk management was a natural next step.
Business Modeling Template Draw initial draft high-level architectural models of baseline and target architectures. Avoid jumping straight to application/technology architectural models. Start with...