Templates & Policies

Standard End-User Entitlements and Offerings Template

A general-use template for documenting and communicating technology offerings internally.

Enterprise Device Management Strategy Template

An easily customized presentation deck to help build and communicate a clear and compelling strategy document for your key players.

AI Risk Report

Communicate the results of recent risk assessments to the senior leadership team and provide a summary of important AI risk management developments.

IT Operations Automation Strategy Template

Use this boardroom-ready presentation template to demonstrate your approach to automation, both for your own reference and for clear communication to stakeholders.

AI Risk Management Roadmap Presentation Template

AI Risk Management Roadmap Presentation Template

AI Risk Action Plan

Establish and track accountability within your department to determine next steps for managing AI risk.

AI Risk Management Program Manual

Document all the major activities in your holistic risk management process in a single source of truth.

Pick Your Price Model Executive Presentation Template

A best-of-breed template to help you build a clear, concise, and compelling price model strategy document for stakeholders.

Executive Marketing Strategy Template

Designed to help CMOs establish their marketing direction, leadership approach, and department alignment with business goals, unite teams, and implement changes from day one.

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...
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