Templates & Policies

ILM Program Manual Template

Use this template to organize the elements of your information lifecycle management project and overall program.

ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.

Information Classification Scheme Policy

Use this template to document the key elements pertaining to the information classification scheme that sits at the core of your information lifecycle management program.

ILM Program Stakeholder Presentation Template

Use this template to provide a comprehensive stakeholder presentation of your ILM program plans.

Data Quality Improvement Plan Template

Use this template to document the data quality improvement project plan for each business unit's data quality project. and centrally store the project's purpose, context,...

Future State Playbook

Use this template to identify new and changing processes in your future state environment.

Technical Skills Map Communication Deck Template

Use this communication deck template to communicate required changes and next steps to action your skills map.

Portfolio Manager 2017 Operating Manual

Use this template to document how you will use your homegrown PPM solution to support your PPM activities.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.
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