Templates & Policies

Define Your Industry-Specific Transformation Executive Presentation Template

Use this template to create a presentation to gain buy-in from executives on your initiatives.

K-12 SIS Vendor Demonstration Script Template

A standardized script for SIS product demonstrations, ensuring vendors showcase key capabilities and processes for objective comparison.

K-12 SIS Data Flow Map

Visualize the data flows and system integrations required for a K-12 SIS implementation.

M365 Copilot Control Map Sample

A structured worksheet used to discuss and implement guardrails for Copilot usage across SharePoint, OneDrive, and Teams.

M365 Copilot Executive Summary Template

A boardroom-ready template used to document activity outcomes across use case prioritization, governance discussions, risk identification, and roadmap planning.

M365 Copilot Acceptable Use Policy Template

A policy document used to outline how employees are expected to use Copilot responsibly, aligned with organizational standards.

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...

EVP Impact Report Template

Summarizes EVP outcomes and workforce improvements for executive communication.

Knowledge Transfer Tactics Library

Use this PPT-based resource to select the right transfer tactic for the type of knowledge and understand how to enhance traditional methods with AI.

Knowledge Culture Roadmap Presentation Template

Document your knowledge transfer roadmap to facilitate communication in this PPT-based template.
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