Strategy & Operating Model - Templates & Policies

IT Strategic Workforce Planning Project Charter Template

Use this template to document pain points, objectives, maturity level, RACI, and metrics for the strategic workforce planning project.

CIO Stakeholder Management Strategy Template

The purpose of the CIO Stakeholder Management Strategy Template is to document stakeholder information, and determine and track required stakeholder management actions.

Audit Preparation Presentation Template

This template is used to prepare staff and management for the next audit by displaying audit roles and conduct guidelines.

Audit Guide

The audit guide will prepare everyone in the IT organization for their role in the audit and ensure that IT staff and management understand the audit scope, objectives,...

External Compliance Interview Guide

This template is used to conduct stakeholder interviews for the purpose of confirming compliance.

Stakeholder Management Template

Document stakeholder information using this template.

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...

Stakeholder Analysis Template

Identify and analyze your stakeholders, and develop a strategy to effectively engage them. Use Info-Tech’s Stakeholder Analysis Template and treat this artifact as...

Transition FAQs Template

A template for tracking frequently asked questions about organizational change.

Transformation Planning Template

A template to define and plan the activities that are appropriate for your transformation.
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