Strategy & Operating Model - Templates & Policies

CIO Executive Business Stakeholder Interview Guide

Use this template as a guide for general executive business stakeholder interviews.

Make the Case for IT Involvement in M&A Due Diligence Presentation Template

Gain the trust and buy-in from executive management by providing a brief presentation that highlights IT's ability to accelerate the realization of post-integration...

IT Due Diligence Charter

Create a due diligence charter to socialize the M&A project with key stakeholders and gain buy-in and support.

IT M&A Capabilities Readiness Check Template

The M&A Capabilities Readiness Check is a diagnostic that helps CIOs gain visibility into their current capability to support an M&A transaction.

Internal Controls Communication Plan Template

Internal controls are only as effective as their level of adoption. Use this template to ensure that users are aware and compliant with internal controls.

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...

IT Staffing Changes Business Case Template

This template will help you build a business case for staffing changes in IT.

Transition Planning Template

A template to track each major milestone of your organizational change.

Transformation Planning Template

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

Communications Planning Template

A template for planning your communications with stakeholders.

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