Applications - Templates & Policies

Solution DLC Playbook Template

Document your solution delivery lifecycle with implementation and support plans.

AI in Requirements Management Executive Communication Template

A practical template for communicating the value of your requirements management AI use cases to your executives.

Business Intelligence RFP Template

Customize this template to create your own request for proposal (RFP) for your BI and analytics solution procurement process.

Metrics and Operations Improvement Plan Presentation Template

The Metrics and Operations Improvement Plan Presentation Template helps you present the results of the metrics benchmarking analysis and create improvement plans for each...

Build Competitive Intelligence to Improve Sales Win Rates Market Analysis and Sales Battlecards

This fully customizable, prebuilt PowerPoint presentation template documents the market analysis results and creates the sales battlecards. ​

Build Competitive Intelligence to Improve Sales Win Rates Executive Presentation

This detailed document will guide executives to gain feedback on your sales for the CI program and ROI funding.

Roadmap for Transition to Agile

Build and frame your roadmap to effectively transition to Agile.

Scrum Simulation Exercise (Online Banking App)

Simulate Scrum to better understand how to manage a backlog effectively, estimate project timeline and cost, and solidify your understanding of minimum viable product (MVP).

SAFe Transformation Playbook

Build a transformation and organizational change management plan to guide your transition. Define clear ownership for every critical step.

Business Process Automation Strategy Template

This template is leveraged as part of Develop Your Value-First Business Process Automation Strategy to hep you document your business process automation strategy.
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