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Templates & Policies

Data Initiatives & Strategy Ideation for Banking Primer

Use this primer to help connect the dots between what the organization needs and what is technically possible for your data team.

Data Strategy for Banking C-Suite Presentation Template

This in-depth presentation template provides an example of a complete data strategy, ready to be tailored to your organization and presented to your executive leadership to...

Business Context Interview for Banking Guide Template

This template identifies key organizational leaders and questions needed to understand top priorities. Use this template as a starting point to interview your...

Enterprise Service Proposal Document Template

A valuable PPT template to build a clear, compelling statement of your service’s purpose and value to help land approval and funding for it.

Oil and Gas Trend Canvas Template

Assist the member with creating a simplified overview of each trend and analyze the impacts on the business.

Kanban Board Template

Create an introductory Kanban board with custom board states, WIP limits, and priority levels

Digital Sovereignty Executive Communications Guide

Use this guide to help share your operational priorities to strengthen digital sovereignty with various internal and executive audiences.​

Product Governance Playbook

Use this template to document your organization’s product governance approach including your definition, current and target maturity levels, roles and responsibilities...

Digital Product Family Strategy Playbook

Use this template to help you define, detail, and implement your product family strategy in support of delivering at the scale of your organization.

Capture Your Product Family Structures Template

Use this template to document your product family hierarchy and assign product owners to each product family, as well as to the individual products within each family.
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