Templates & Policies

Data Mapping Template

A collaborative working document to visually map your technology ecosystem and data flow.

Leader’s Learning Recognition Commitment Template

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

Team Development Check-In Template

This PowerPoint tool supports a continuous learning culture by incorporating check-ins into your team meetings.

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.

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.

PSO-Specific Data Strategy Exemplar Presentation

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