Strategy & Operating Model - Templates & Policies

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.

Infrastructure Service RFP Template

Use the prefilled examples in this RFP template to procure a variety of infrastructure outsourcing services.

Blockchain Presentation Template

Use this template to present your findings on blockchain to stakeholders.

Infrastructure Architecture Template

Use this template to communicate the value infrastructure architecture can provide to the organization by aligning with business value and core services.

Strategy Alignment Map Template

This template contains examples of and instructions to create a strategy alignment map.

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

EA Tool User Requirements Template

Use this template to help define and prioritize EA tool user requirements.

EA Tool Request for Information Template

Use this template to request additional information from EA tool vendors to narrow down the shortlist for final selection.
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