Tools

AI Maturity Assessment and Roadmap Tool

Develop deliverables that will be milestones in creating your organization’s generative AI roadmap for implementing candidate applications.

Security Governance Model Templates

The purpose of this tool is to help you visualize your organization’s information security governance structure.

Accessibility Compliance Tracking Tool

This tool helps to decrease the overwhelm of accessibility compliance. Narrow down the list of controls needed to the ones that apply to your organization and to IT.

Sales Enablement Strategy Executive Presentation

A boardroom-ready deck that captures the high-value initiatives to enhance the organization’s sales enablement processes.

Sales Enablement Maturity Diagnostic

Benchmark your current sales enablement process maturity and derive concrete initiatives for improvement.

Investor Website Data Checklist

This template enables you to check external data sources to ensure they have current information.

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

Key Investor Contacts Template

This template allows you to identify key investors, list contact details, record outreaches, and document outcomes.

Build Investor Awareness RACI and Task Checklist

This template makes it easy for you to identify the tasks that need to be completed to execute the campaign and assign the tasks to the appropriate person/department.

Investor Meeting Guide

This template guides you in preparing the key spokesperson for investor meetings.
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