Templates & Policies

Digital Transformation Initiative Template

A robust set of templates that are used by a digital transformation office to shepherd an initiative from ideation to execution.

Digital Transformation Mandate Template

A simple template that guides a leader through drafting the elements of a digital transformation office mandate.

IT Operating Model Deck: Plan-Build-Run

The template helps organizations that selected the Plan-Build-Run IT Operating Model Archetype visualize the new model and define functional value.

IT Operating Model Executive Summary Section

This template helps visualize the new IT operating model and support communication efforts on changes.

IT Operating Model Deck: Geographically Aligned

The template helps organizations that selected the Geographically-Aligned IT operating model archetype visualize the new model and define functional value.

Life and Annuity Insurance Industry Business Reference Architecture Template

Use this template in conjunction with the Insurance Industry Business Reference Architecture.

Marketing Budget Presentation Template

A template to show the budget allocation compared to benchmarks and the alignment of the marketing budget to the company goals and other teams who need marketing support.

BCP Recovery Playbook for Healthcare

Recovery playbook helps you document processes and additional details to support BCP.

Mastering Your Change Story Template

A simple template that guides a leader through drafting the six components of a change story.

BCP Business Process Workflows for Healthcare Example

Outline business process workflows and establish steps, dependencies, and alternates for BCP using this example.
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