Strategy & Operating Model - Templates & Policies

EA Tool Selection Process Template

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

I&O M&A Discovery Letter Template

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

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 virtualizing...

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.
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