Templates & Policies

Digital Transformation Mandate Template

A simple template that guides a leader through drafting the elements of a digital transformation office mandate.

Digital Transformation Communication Plan Template

A simple template used to outline the major communication plan components of a digital transformation.

Digital Transformation Initiative Template

A robust set of templates that are used by a digital transformation office to shepherd an initiative from ideation to execution.

Assignment of Digital Transformation Office Key Roles Template

A simple template that guides a leader through the identification of the key roles to staff the digital transformation office.

IT Operating Model Deck: Plan-Build-Run

The template helps organizations that selected the Plan-Build-Run IT Operating Model Archetype visualize the new model and define functional value.

IT Operating Model Executive Summary Section

This template helps visualize the new IT operating model and support communication efforts on changes.

IT Operating Model Deck: Geographically Aligned

The template helps organizations that selected the Geographically-Aligned IT operating model archetype visualize the new model and define functional value.

Life and Annuity Insurance Industry Business Reference Architecture Template

Use this template in conjunction with the Insurance Industry Business Reference Architecture.

Marketing Budget Presentation Template

A template to show the budget allocation compared to benchmarks and the alignment of the marketing budget to the company goals and other teams who need marketing support.

BCP Recovery Playbook for Healthcare

Recovery playbook helps you document processes and additional details to support BCP.
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