Templates & Policies

Business Process Automation Playbook

Use this template to define the guide for your process automation.

Process Mapping Guide

Use this step-by-step guide to understand the best practices surrounding process mapping.

Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.

Buyer Persona Creation Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to run a buyer persona attribute capture session with colleagues.

Buyer Persona and Journey Summary Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to cut and paste findings from the Buyer Persona Creation Template and/or the Buyer...

IT Governance Program Overview

This template includes the key governance concepts and is adjusted with the completed model revisions, automation plan, and rules.

IT PMO Committee Charter

This is a base charter template for a project management committee.

Controlled Governance Models Template

This customizable template lists common IT governance bodies and their responsibilities, metrics, mandates, and processes.

IT Steering Committee Charter for Controlled Governance

This is a base charter template for an IT steering committee.

IT Risk Committee Charter for Controlled Governance

This is a base charter template for an IT risk management committee.
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