Templates & Policies

Viral Loop Playbook

Easily build viral loops using pre-built prompts and actions across social media, email, and in-app experiences.

Technology-First Action Plan Sample Deliverable

A customizable slide deck to document and communicate your blueprint.

IT Cost Optimization Roadmap for Higher Education Samples and Templates

A proactive journey template to help you communicate your IT cost optimization strategy to stakeholders in a clear, concise, and compelling manner.

BYOD Acceptable Use Policy

The purpose of the BYOD Acceptable Use Policy is to define standards, procedures, and restrictions for end users who are connecting a personally owned device to a company’s...

Trend Canvas Template

Create a simplified overview of each trend and analyze the impacts on the business.

Security Stack Capability Assessment Report

A concise presentation template designed to give you a detailed snapshot of your security capabilities.

Vendor Security Policy Template

This in-depth template will help you tailor your vendor security policy to your organization.

Vendor Security Process Template

Use this Word-based template to manage workflow, RACI matrices, and risk requirements.

Vendor Security Process Diagram

This visual flowchart will guide you through the steps of engaging with vendors.

Standard End-User Entitlements and Offerings Template

A general-use template for documenting and communicating technology offerings internally.
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