Templates & Policies

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.

M365 Task Management Tool Guide

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

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.

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...

Communications Guide Poster Template

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

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

Data Platform Design Assessment

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

Data Processing Agreement Template

Use this template to formalize and document your data controller and processor obligations.

Data Protection Impact Assessment Process Template

Use this template to help you formalize your data protection impact assessment (DPIA) process.

Standard Contractual Clauses Template

Use this template to help you formalize your process for cross-border data transfer.

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.
M365 Task Management Tool Guide Optimize how you manage your day-to-day tasks with the productivity tools in M365.
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.
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...
Communications Guide Poster Template Use this poster as a visual aid to guide users toward the best communication channel for different message types.
Reference Architecture Pattern Use this template to customize your target data platform pattern.
Data Platform Design Assessment Use this template to capture the results of the data platform design assessment.
Data Processing Agreement Template Use this template to formalize and document your data controller and processor obligations.
Data Protection Impact Assessment Process Template Use this template to help you formalize your data protection impact assessment (DPIA) process.
Standard Contractual Clauses Template Use this template to help you formalize your process for cross-border data transfer.

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