Templates & Policies

M365 Project Portfolio Management Tool Guide

Determine your options to manage the project portfolio with the Microsoft suite.

Cloud Vision for the Insurance Industry Executive Presentation

A document that captures the results of the exercises, articulating use cases for cloud/non-cloud use, risks, challenges, and high-level initiative items, specifically for...

IT Infrastructure Modernization Strategy Report Template

A valuable template intended to get management on board with your proposed strategy.

IT Infrastructure Modernization Strategy Presentation Template

A high-level executive presentation optimized for the boardroom.

Solution Delivery Throughput Optimization Plan Template

A structured template to help you clearly document and communicate the steps needed to optimize your throughput with AI.

Tabletop Scenario Template

A template to document a scenario to be used during tabletop exercises.

Create a Zero Trust Implementation Plan ​Executive Presentation

A concise template for outlining your zero trust plan to stakeholders.

Tabletop Program Charter Template

A template to document your objectives, scope, and other relevant information for your tabletop program.

Tabletop Facilitation Script Template

A template that can be used to develop a facilitation script for a tabletop exercise.

Data Strategy Stakeholder Interview Guide and Findings

​Use this template to support you in understanding the current data consumption practices of the organization and uncovering stakeholder goals and vision around the...
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