Templates & Policies

Roadmap for Transition to Agile

Build and frame your roadmap to effectively transition to Agile.

Scrum Simulation Exercise (Online Banking App)

Simulate Scrum to better understand how to manage a backlog effectively, estimate project timeline and cost, and solidify your understanding of minimum viable product (MVP).

SAFe Transformation Playbook

Build a transformation and organizational change management plan to guide your transition. Define clear ownership for every critical step.

MSSP RFP Template

This template is designed to introduce consistency and outline key requirements during the request for proposal (RFP) phase of selecting an MSSP.

IT Financial Management Maturity Assessment Report Template

This report summarizes your ITFM maturity assessment results to help you communicate with stakeholders.

Strategy-on-a-Page Template for Wholesale

Use this template to document your final strategy outputs including executive-facing business alignment and strategy highlights, key initiatives and summaries, strategic...

Investor Pitch Deck Template

This template guides you in determining the information needed by investors as they evaluate a funding decision.

Improve IT Team Effectiveness Facilitation Guide

A guide with instructions on how to facilitate different activities to determine how the team can increase their effectiveness.

IT Team Charter Template

A Team Charter captures the agreement of team behaviors and ways of working together

IT Team Effectiveness Survey

The IT Team Effectiveness survey is a tool that, when completed by each team member, will indicate strengths and areas for focus.
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