Templates & Policies

Investor Pitch Deck Template

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

Investor Campaign Presentation Template

This template will enable you to show the PR campaign results.

Go-to-Market Strategy Presentation Template

The GTM Strategy Presentation Template helps you capture and easily present your team analysis and findings to complete your GTM strategy.

Service Catalog Strategy Document

A PowerPoint-based framework for building a custom service proposal to communicate and market your catalog.

Define Your Industry-Specific Transformation Executive Presentation Template

Use this template to create a presentation to gain buy-in from executives on your initiatives.

K-12 SIS Vendor Demonstration Script Template

A standardized script for SIS product demonstrations, ensuring vendors showcase key capabilities and processes for objective comparison.

K-12 SIS Data Flow Map

Visualize the data flows and system integrations required for a K-12 SIS implementation.

M365 Copilot Control Map Sample

A structured worksheet used to discuss and implement guardrails for Copilot usage across SharePoint, OneDrive, and Teams.

M365 Copilot Acceptable Use Policy Template

A policy document used to outline how employees are expected to use Copilot responsibly, aligned with organizational standards.

M365 Copilot Executive Summary Template

A boardroom-ready template used to document activity outcomes across use case prioritization, governance discussions, risk identification, and roadmap planning.
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