Templates & Policies

M&A Buy Playbook

The M&A Buy Playbook is a reusable document that enables your IT organization to successfully deliver on any acquisition transaction.

M&A Sell Playbook

The M&A Sell Playbook is a reusable document that enables your IT organization to successfully deliver on any divestiture transaction.

Microsoft Project & M365 Action Plan Template

Use this template in conjunction with Info-Tech’s Determine the Future of MS Project for Your Organization blueprint. It is comprised of four sections, one of which you...

M365 Task Management Tool Guide

Optimize how you manage your day-to-day tasks with the productivity tools in M365.

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

Data Platform Design Assessment

Use this template to capture the results of the data platform design assessment.

Data Privacy Program Report

This template outlines the operations of your organization's data privacy program by presenting specific metrics across all twelve areas of data privacy, in a digestible...

Data Protection Impact Assessment Process Template

Use this template to help you formalize your data protection impact assessment (DPIA) process.

Data Processing Agreement Template

Use this template to formalize and document your data controller and processor obligations.
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