Templates & Policies

AI-Assisted Code Generation Tools Demo Script Template

​Leverage the Demo Script to ensure that vendor demonstrations are grounded in real-world workflows, rather than generic AI scenarios.

US State Government Business Reference Architecture Template

Use this template with the US State Governments Business Reference Architecture Guide to document core and supporting capabilities, value streams, and strategy maps,...

Shared vs. Enabling Services in Business Reference Architecture for US State Governments

Use this supplement to understand how shared and enabling services each play unique, vital roles in supporting state agency core capabilities underscoring the importance of...

Technology-First Action Plan Sample Deliverable for Nonprofits

A customizable slide deck to document and communicate your plan.

Demo Script for AI CX Tools

A template designed to help IT provide vendors with a consistent set of instructions, ensuring an objective comparison of AI-powered CX product features.

Trend Canvas Template

Create a simplified overview of each trend and analyze the impacts on the business.

Modernize Your Loyalty Program Stakeholder Interview Guide

A guide for leading stakeholder conversations to surface loyalty goals, challenges, and expectations for cross-functional alignment.

Modernize Your Loyalty Program Final Report Template

Use this template to consolidate insights, priorities, and roadmaps into a clear report that aligns stakeholders and guides loyalty modernization.

PSO-Specific Data Strategy Exemplar Presentation

This template guides you through a robust interview process to determine your firms current data and analytics utilization.

PSO-Specific Data Strategy Stakeholder Interview Guide

This template guides you through a robust interview process to determine your firms current data and analytics utilization.
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