Templates & Policies

PPM Transformation Plan Dashboard

A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage...

Performance Scorecard Template

Use this template to set a motivating system for improving cost management.

FinOps Roles and Terminology Guide

This formal template helps you document FinOps roles and common FinOps terminology.

FinOps Strategy Template

This leadership-ready template helps you summarize your FinOps strategy.

Crush Your Product Launch Executive Presentation

Use this template to document your final strategy outputs, including executive-facing business decisions relating to alignment and Launch Activities

BI Strategy and Roadmap Presentation Template

A template to help you build a clear and compelling strategy document for stakeholders.

IT Financial Management System Presentation

Use this PowerPoint template and sample to pull together a cohesive presentation about your proposed IT financial management system design to communicate and share.

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Build, Buy, or Shut It Down Self-Assessment

A best-of-breed template to help you build a clear, concise, and compelling self-assessment of product strategy for stakeholders.

Build, Buy, or Shut It Down Executive Presentation

This presentation template uses sample data to demonstrate an ideal build, buy, or shut it down strategy.
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