Tools

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.

Build Investor Awareness Due Diligence Document Checklist

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

Investor Meeting Guide

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

Sales Enablement Strategy Executive Presentation

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

Security Governance Model Templates

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

Security Governance Model Tool

This tool will help you determine governance and management accountabilities and responsibilities and use them to build a visual governance and management model.

IT Cost Optimization Workbook

Use this structured tool to help you document your IT cost optimization goals and outline related initiatives to develop an effective 12-month roadmap.

Sales Enablement Maturity Diagnostic

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

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.

Business Process Automation Maturity Assessment Tool

This tool is leveraged as part of Develop Your Value-First Business Process Automation Strategy to help you evaluate the maturity of your BPA practice.
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