Templates & Policies

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...

Executive Reflection Template

Distribute the Executive Reflection Template to senior leaders prior to the reflection workshop to encourage discussion of current behaviors and their impact on desired...

Quantified KTLO Reduction Initiative Portfolio

A PowerPoint presentation document outlining how specific AI initiatives could reduce the time and resources your IT team spends on KTLO.

Professional Associations Industry Business Reference Architecture Template

Use this template to document your final strategy outputs, including organization-defining core and support business capabilities, value streams, and strategy maps...

Sports Betting RFP Template

This template will help you create a RFP that can be distributed to the vendors on your sportsbook solution shortlist.

Sports Betting Journey Map Template

This template is intended to assist with requirements gathering by identifying the potential pain points, costs, and areas that should be addressed to create a better...

Return-to-the-Workplace Plan Summary Tool

Use this tool to create a central summary of the organization’s finalized plan to return to the workplace.

CCaaS RFP Requirements List

This Excel-based workbook translates organizational needs into detailed functional and technical requirements that support vendor evaluation.

Getting Started With Gen AI and Digital Twins in Manufacturing

A detailed description of considerations to be made before preparing to launch a project to implement cognitive twins.

Cloud Operations Communication Plan

Identify stakeholders, what’s in it for them, what the impact will be, and how you will communicate the changes to your cloud operations.
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