Templates & Policies

SAFe Transformation Playbook

Build a transformation and organizational change management plan to guide your transition. Define clear ownership for every critical step.

MSSP RFP Template

This template is designed to introduce consistency and outline key requirements during the request for proposal (RFP) phase of selecting an MSSP.

Strategy-on-a-Page Template for Wholesale

Use this template to document your final strategy outputs including executive-facing business alignment and strategy highlights, key initiatives and summaries, strategic...

Exchanges – Team Communications Flow

The Team Communications Flow tool will highlight the interactions of the team as a whole as well as the individual members.

Atmosphere – SCARF Worksheet

The SCARF worksheet supports a team discussion on what may be interfering with their sense of safety in the team.

Investor Pitch Deck Template

This template guides you in determining the information needed by investors as they evaluate a funding decision.

IT Team Charter Template

A Team Charter captures the agreement of team behaviors and ways of working together

Exchanges – Communications Guide Poster Template

A template to record communication protocols for the team.

Improve IT Team Effectiveness Facilitation Guide

A guide with instructions on how to facilitate different activities to determine how the team can increase their effectiveness.

Investor Campaign Presentation Template

This template will enable you to show the PR campaign results.
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