IT Strategy - Templates & Policies

Annual Strategic Review Template

A planning-cycle template that helps CIOs confirm IT's strategic posture and forward direction with the board.

Quarterly Board Update Template

Built for the quarterly governance cadence, this template gives CIOs a reusable structure for routine oversight and progress reporting to the board.

Special Interest Topic Template

When the board needs direction rather than a decision, this template helps CIOs frame complex topics for governance-level discussion.

Urgent Crisis Update Template

Designed for material, unplanned incidents, this template helps CIOs brief the board on status, exposure, and required actions.

AI Governance Policy Template

This Word document is a sample template for writing AI policies.

Adaptive AI Governance Executive Presentation

A PowerPoint template to present your AI governance roadmap in a prepopulated document.

Industry of the Future Report

This PowerPoint report template helps you evangelize the role of technology in the future of your organization with a customized, executive-ready presentation.

Technology-First Action Plan Sample Deliverable

A customizable slide deck to document and communicate your blueprint.

M&A Glossary

The glossary, which comprises terms and definitions related to mergers and acquisitions, will help your IT team elevate their understanding and familiarize themselves with...

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...

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