Templates & Policies

M365 Task Management Tool Guide

Optimize how you manage your day-to-day tasks with the productivity tools in M365.

Microsoft Project & M365 Action Plan Template

Use this template in conjunction with Info-Tech’s Determine the Future of MS Project for Your Organization blueprint. It is comprised of four sections, one of which you...

M&A Buy Playbook

The M&A Buy Playbook is a reusable document that enables your IT organization to successfully deliver on any acquisition transaction.

M&A Sell Playbook

The M&A Sell Playbook is a reusable document that enables your IT organization to successfully deliver on any divestiture transaction.

Digital Product Family Strategy Playbook

Use this template to help you define, detail, and implement your product family strategy in support of delivering at the scale of your organization.

Deliver Digital Products at Scale Workbook

Use this workbook to capture the results from several exercises in the blueprint Deliver Digital Products at Scale.

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Data Platform Design Assessment

Use this template to capture the results of the data platform design assessment.

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

Data Privacy Program Report

This template outlines the operations of your organization's data privacy program by presenting specific metrics across all twelve areas of data privacy, in a digestible...
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