Templates & Policies

Consulting Service Record Template

Template service records for IT consulting engagements.

Managed Services Service Record Template

Template service records for managed IT services.

Roadmap for Transition to Agile

Build and frame your roadmap to effectively transition to Agile.

Scrum Simulation Exercise (Online Banking App)

Simulate Scrum to better understand how to manage a backlog effectively, estimate project timeline and cost, and solidify your understanding of minimum viable product (MVP).

SAFe Transformation Playbook

Build a transformation and organizational change management plan to guide your transition. Define clear ownership for every critical step.

MSSP RFP Template

This template is designed to introduce consistency and outline key requirements during the request for proposal (RFP) phase of selecting an MSSP.

IT Financial Management Maturity Assessment Report Template

This report summarizes your ITFM maturity assessment results to help you communicate with stakeholders.

Strategy-on-a-Page Template for Wholesale

Use this template to document your final strategy outputs including executive-facing business alignment and strategy highlights, key initiatives and summaries, strategic...

Investor Campaign Presentation Template

This template will enable you to show the PR campaign results.

IT Team Charter Template

A Team Charter captures the agreement of team behaviors and ways of working together
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