Templates & Policies

Problem Management Workflow

Provide a process workflow for easier reference and to communicate process expectations to stakeholders.

Proposal to Transform Field Technical Services Template

Use the template to build out your proposal to transform your field technical support services.

ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

Cloud Strategy Document Template

Use this template to document your cloud strategy. Follow along with the sections of the Document Your Cloud Strategy storyboard and complete the template as you go.

Zero Trust Communication Deck

Use this template to present the zero trust strategy and roadmap to key stakeholders.

Cloud Vision Executive Presentation

The executive summary captures the results of the vision exercise, including decision criteria for moving to the cloud, risks, roadblocks, and mitigations.

Guidelines for Compliance With Local Security and Privacy Laws Template

Use this template to develop guidelines for compliance with local security and privacy laws.

Digital Safety Guidelines for International Travel

Use this template to develop digital safety guidelines for international travel.

ECM Strategy Stakeholder Presentation

This template will assist you in consolidating the outputs of your completed activities throughout the Develop an ECM Strategy and Roadmap blueprint in a professional...
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