Strategy & Governance - Templates & Policies

AI Risk Management Program Manual

Document all the major activities in your holistic risk management process in a single source of truth.

M&A IT Playbook Template

​Use this playbook template to prepare the IT department in the acquiring organization for an upcoming M&A transaction.

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...

IT Financial Management Improvement Roadmap Template and Sample

A structured template to communicate every part of your ITFM plan to stakeholders.

Service and IT Operations Strategy and Roadmap Template​

A customizable PowerPoint template to document the outputs from this blueprint’s activities in a boardroom-ready presentation.

Innovation Program Template

Customize this strategy template to document your vision for innovation; your specific approach to achieve it, including operating model and roles and responsibilities; and...

Minimum Viable Business Case Canvas

In one page, document the business case for a solution idea that is being evaluated for prototyping or further development.

Determine Your Innovation Operating Model

Answer four questions about your organization's approach to innovation to receive a recommended innovation operating model archetype.

Service Strategy Roadmap Executive Communication Template

Use this Powerpoint template to communicate your service strategy and roadmap to key stakeholders.
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