Templates & Policies

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

Zero Trust Communication Deck

Use this template to present the zero trust strategy and roadmap to key stakeholders.

Digital Safety Guidelines for International Travel

Use this template to develop digital safety guidelines for international travel.

Cloud Vision Executive Presentation

The executive summary captures the results of the vision exercise, including decision criteria for moving to the cloud, risks, roadblocks, and mitigations.

Guidelines for Compliance With Local Security and Privacy Laws Template

Use this template to develop guidelines for compliance with local security and privacy laws.

ECM Strategy Stakeholder Presentation

This template will assist you in consolidating the outputs of your completed activities throughout the Develop an ECM Strategy and Roadmap blueprint in a professional...

IoT Steering Committee Charter Template

Create a steering committee to improve success of IoT implementations.

IoT Solution Playbook

Create a framework to quickly evaluate IoT solutions to mitigate risks and increase success.

Service Desk Queue Structure Template

This template includes several examples of service desk queue structures, followed by space to build your own model of your optimal service desk queue structure and...

Vendor Rules of Engagement

Use this template to create a vendor rules of engagement document to include with vendor agreements and RFXs. Be sure to modify and configure the template to your...
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