Templates & Policies

Marketing Budget Presentation Template

A template to show the budget allocation compared to benchmarks and the alignment of the marketing budget to the company goals and other teams who need marketing support.

Digital Risk Management Charter

Tackle digital risk profiling, management, and integration with a structured planning template that helps you document each step of the process and assign ownership and...

Controlled Governance Models Template

This customizable template lists common IT governance bodies and their responsibilities, metrics, mandates, and processes.

BCP Recovery Playbook for Healthcare

Recovery playbook helps you document processes and additional details to support BCP.

Table Games Current State Analysis Digital Whiteboard Template

A template to document pains and gains across capabilities, PPT components, and key themes, improving online collaboration and efficiencies.

Execute an Emergency Remote Work Plan Executive Presentation

This template helps users create a brief progress report summarizing their remote work transition process.

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...

COPS Business Reference Architecture Template

Use this template in conjunction with the COPS Business Reference Architecture Guide.

Layoffs SWOT Analysis Template

Use this template to identify and classify important factors affecting your ability to deliver on outcomes.

ESG Reporting Implementation Plan Template

Use this tool to document tasks required to deliver and address gaps in your ESG reporting program.
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