Templates & Policies

Service Desk Project Summary

Stakeholder support can make or break a service desk initiative. The Executive Presentation template provides an example of how to organize the process improvements...

Incident Management and Service Desk SOP

Use this template to record the key details required for effective critical incident management, including a list of critical IT services, a list of key upper tier...

Data Operating Model and Program Roadmap C-Suite Presentation Template

A customizable slide deck to document and articulate your plan.

Target Operating Model Conversation Guide

A customizable guide to tailor your communications with each co-owner of your target operating model.

The Omnichannel Strategy Playbook Template

Build an actionable omnichannel execution plan using this strategy template

Social Media Tactical Plan Template

A structured workbook and template that helps you audit your social media performance, prioritize platforms and tactics, and build a clear plan and presentation for...

Demo Script – AI Knowledge Management

Use this tool to guide vendor demonstrations around your real-world scenarios, keeping the focus on capabilities that matter most so you can assess solution fit more...

Project Transition Presentation Template

A customizable PowerPoint template for communicating details of your transition plan across the organization.

Project Transition Template

A comprehensive documentation template to enhance knowledge transfer and requirements communication.

Rationalize Your Application Portfolio Workbook

Use this workbook to build your application portfolio management playbook.
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