Templates & Policies

AI Risk Management Program Manual

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

AI Risk Report

Communicate the results of recent risk assessments to the senior leadership team and provide a summary of important AI risk management developments.

AI Risk Management Roadmap Presentation Template

AI Risk Management Roadmap Presentation Template

IT Operations Automation Strategy Template

Use this boardroom-ready presentation template to demonstrate your approach to automation, both for your own reference and for clear communication to stakeholders.

AI Risk Action Plan

Establish and track accountability within your department to determine next steps for managing AI risk.

Pick Your Price Model Executive Presentation Template

A best-of-breed template to help you build a clear, concise, and compelling price model strategy document for stakeholders.

Executive Marketing Strategy Template

Designed to help CMOs establish their marketing direction, leadership approach, and department alignment with business goals, unite teams, and implement changes from day one.

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...

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 IT Playbook Template

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