Templates & Policies

M365 Project Management Tool Guide

Determine the right Microsoft Project options for your project managers.

M365 Project Portfolio Management Tool Guide

Determine your options to manage the project portfolio with the Microsoft suite.

Cloud Vision for the Insurance Industry Executive Presentation

A document that captures the results of the exercises, articulating use cases for cloud/non-cloud use, risks, challenges, and high-level initiative items, specifically for...

IT Infrastructure Modernization Strategy Presentation Template

A high-level executive presentation optimized for the boardroom.

IT Infrastructure Modernization Strategy Report Template

A valuable template intended to get management on board with your proposed strategy.

Solution Delivery Throughput Optimization Plan Template

A structured template to help you clearly document and communicate the steps needed to optimize your throughput with AI.

Create a Zero Trust Implementation Plan ​Executive Presentation

A concise template for outlining your zero trust plan to stakeholders.

Tabletop Facilitation Script Template

A template that can be used to develop a facilitation script for a tabletop exercise.

Data Strategy Stakeholder Interview Guide and Findings

​Use this template to support you in understanding the current data consumption practices of the organization and uncovering stakeholder goals and vision around the...

Tabletop Program Charter Template

A template to document your objectives, scope, and other relevant information for your tabletop program.
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