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Templates & Policies

SMMP RFP Template

A request for proposals lets organizations give vendors a detailed account of the requirements and the expected capabilities of their desired suite. Create a defined...

Statement of Business Context Template

Use the Statement of Business Context customizable deliverable as a point of reference that will guide the direction of the governance redesign.

IT Budget Interview Guide

This template helps you gather information towards developing an IT budget to understand what the corporate and business unit IT budget are and to learn how IT can best...

Policy Template

This general policy template is designed as a starting point for writing clear, consistent, and concise policies. More specific policy templates can be found by searching...

Policy Management RACI Chart Template

Use the RACI chart in this tool to establish the roles responsible for tasks within your policy management function.

EA Function Strategy Template

Use this template to document the outputs of the blueprint and as a communication tool to secure the approval of the EA strategy from organizational stakeholders.

EA Value Proposition Template

Use this template to communicate the value EA can provide to the organization by alleviating pains that prevent stakeholders from addressing their needs.

EA Goals and Objectives Template

Use this template to identify the EA goals that support the identified promises of value from the EA value proposition. Further, use the objectives to track the progression...

EA Principles Template – EA Strategy

Use this template to identify the universal EA principles relevant to your organization, create new EA principles, and refine their rationale and implications.

ECM Governance Model Charter Template

This charter serves as the central document that contains all the details pertaining to your ECM governance program.
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