Tools

Service Desk Metrics Workbook

Simplify your service desk metric analysis. Use this tool to define goal and action-oriented metrics and dashboards for your service desk.

Go-to-Market Strategy Cost Budget and Revenue Forecast Workbook

The Go-to-Market Strategy Cost Budget and Revenue Forecast Workbook enables the capture of costs related to product design, build and launch, and helps you compare...

Writing Style Guide Template

Outline your brand's writing principles, style, grammar, punctuation, and number rules.

Financial Literacy Quiz

This brief, 20-question quiz will help you assess your IT management team members’ current levels of financial literacy and confidence as well as identify key skills gaps.

PR Product Launch RACI and Detailed Checklist

This detailed template will help you build alignment between departments and ensure all critical steps for the launch are completed.

Get the Most Out of Your ERP Workbook

This tool accompanies Get the Most Out of Your ERP blueprint. It is used to assist with this process and capture the results from a number of exercises in this blueprint.

Evolve Your SDLC Example Flows

The SDLC examples are sanitized versions of process flows and related deliverables from other Member workshops. You can use these as a starting point or to help validate...

Digital Risk Profile Tool

Use this tool to identify which risk categories are of primary concern to your organization based on your internal and external environment, as well as set of predefined...

Campaign Workflows Template

Create brand awareness campaign workflows, identify assets required throughout the journey, delivery methods, and data capture.

Contact Center Decision Points Tool

Use this brief questionnaire to quickly narrow down which contact center architecture is right-sized for your organization.
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