Templates & Policies

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.

M365 Copilot Acceptable Use Policy Template

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

Metrics and Operations Improvement Plan Presentation Template

The Metrics and Operations Improvement Plan Presentation Template helps you present the results of the metrics benchmarking analysis and create improvement plans for each...

EVP Impact Report Template

Summarizes EVP outcomes and workforce improvements for executive communication.

Knowledge Transfer Tactics Library

Use this PPT-based resource to select the right transfer tactic for the type of knowledge and understand how to enhance traditional methods with AI.

Knowledge Culture Roadmap Presentation Template

Document your knowledge transfer roadmap to facilitate communication in this PPT-based template.

Enterprise Risk Management Program Manual

A structured, actionable guide for managing enterprise risk.

Enterprise Risk Management Roadmap

A customizable presentation template to communicate your ERM implementation plan.

Risk Working Group Charter Template

A prebuilt charter to govern your organization’s Risk Working Group.

ERM Committee Charter Template

A prebuilt document to serve as the basis of your organization’s ERM Committee.
Visit our IT’s Moment: A Technology-First Solution for Uncertain Times Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171
GET HELP
Contact Us