Strategy & Operating Model - Templates & Policies

Business Capability Modeling

This is a baseline business architecture in Archi format.

I&O M&A Project Napkin

Use this template to document high-level merger or acquisition project goals.

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.

Infrastructure Service RFP Template

Use the prefilled examples in this RFP template to procure a variety of infrastructure outsourcing 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 Demo Script Template

Use this template to assist your organization with asking for the right scenarios in EA tool product demonstrations.

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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