Templates & Policies

Leader’s Learning Recognition Commitment Template

This Word document helps IT leaders stay accountable for reinforcing a culture of continuous learning.

CMS Scoping Activity Workbook

Assess key challenges your company faces and how a new CMS will combat them.

Market Analysis and Battlecards Workbook

This fully customizable, prebuilt PowerPoint presentation template documents the market analysis results and creates the sales battlecards.

Strategic Resource Planning Guide Template

This guide helps government IT leaders accelerate strategic resource planning for core system replacement. It offers a step-by-step template to align people, budget, and...

CX Strategy Executive Presentation

Build the case for CX transformation.

Stakeholder Register Template

An Excel template to identify and document IT/OT stakeholders and assess their level of influence and interest in the development and execution of the BCM.

PSO-Specific Data Strategy Exemplar Presentation

This template guides you through a robust interview process to determine your firms current data and analytics utilization.

PSO-Specific Data Strategy Stakeholder Interview Guide

This template guides you through a robust interview process to determine your firms current data and analytics utilization.

PSO-Specific Business Context Interview Guide

This template identifies key organization leaders and questions needed to understand top priorities.

Modernize Your Loyalty Program Final Report Template

Use this template to consolidate insights, priorities, and roadmaps into a clear report that aligns stakeholders and guides loyalty modernization.

Leader’s Learning Recognition Commitment Template This Word document helps IT leaders stay accountable for reinforcing a culture of continuous learning.
CMS Scoping Activity Workbook Assess key challenges your company faces and how a new CMS will combat them.
Market Analysis and Battlecards Workbook This fully customizable, prebuilt PowerPoint presentation template documents the market analysis results and creates the sales battlecards.
Strategic Resource Planning Guide Template This guide helps government IT leaders accelerate strategic resource planning for core system replacement. It offers a step-by-step template to align people, budget, and...
CX Strategy Executive Presentation Build the case for CX transformation.
Stakeholder Register Template An Excel template to identify and document IT/OT stakeholders and assess their level of influence and interest in the development and execution of the BCM.
PSO-Specific Data Strategy Exemplar Presentation This template guides you through a robust interview process to determine your firms current data and analytics utilization.
PSO-Specific Data Strategy Stakeholder Interview Guide This template guides you through a robust interview process to determine your firms current data and analytics utilization.
PSO-Specific Business Context Interview Guide This template identifies key organization leaders and questions needed to understand top priorities.
Modernize Your Loyalty Program Final Report Template Use this template to consolidate insights, priorities, and roadmaps into a clear report that aligns stakeholders and guides loyalty modernization.

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