Templates & Policies

US Government Organizational Context Interview Guide

An interview guide to help elicit organizational context from your leadership/stakeholders.

Build Competitive Intelligence to Improve Sales Win Rates Executive Presentation

This detailed document will guide executives to gain feedback on your sales for the CI program and ROI funding.

Build Competitive Intelligence to Improve Sales Win Rates Market Analysis and Sales Battlecards

This fully customizable, prebuilt PowerPoint presentation template documents the market analysis results and creates the sales battlecards. ​

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

Business Vision Playbook – Communication Plan Template

A structured tool to help you manage your stakeholder communications.

Business Vision Executive Communication Template

This tool helps communicate the main aspects of your IT Improvement Program to your executive audience concisely and with the right amount of detail.

AI Strategy and Discovery Presentation Template

Use this template to develop an IT-led, business-aligned AI strategy for your organization.

Microsoft Teams End-User Satisfaction Survey

Use this survey to capture end user feedback on their collaborative use of Microsoft Teams.

Consulting Services Catalog Template

A template service catalog for IT consulting and managed IT services.

Consulting Service Record Template

Template service records for IT consulting engagements.
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