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Template

How To Master Effective Cybersecurity Policy Writing
All security leaders have policies and need them. However, writing good, effective policies all too often seems elusive. Clear, well-written cybersecurity policies drive intended outcomes and behaviors whereas long, overly wordy, and confusing policies can result in unintended consequences such as bottom-line impact via breaches, lawsuits, sanctions, and fines. Security and risk leaders can use this report to understand the foundations for developing good cybersecurity polices and some of the most common issues that come up.
David Levine
David Levine

Maturity Assessment

The Customer Obsession Assessment
This 20-question assessment determines how customer obsessed your organization is today by comparing its leadership, operations, and strategy to a sample of global enterprises. Placing your current customer obsession maturity is your first step in determining how customer obsessed to become and what path to take to reach your goals.
Shar VanBoskirk
Shar VanBoskirk

Template

Marketing AI Agent Solution Evaluation Template
AI agents promise to easily automate and accelerate marketing use cases, capturing marketers’ attention: 42% of B2C marketing decision-makers in Forrester’s Marketing Survey, 2026 say their organizations are currently piloting or experimenting with agentic AI. In Forrester’s Digital Business And Strategy Survey, 2025 , 49% of B2B or B2B2C marketing digital business strategy decision-makers are investing in AI agents. As AI agents proliferate across vendors’ product offerings, Forrester’s Marketing AI Agent Solution Evaluation Template can help martech decision-makers discern emerging agent validity and suitability for their requirements.
Joe Stanhope
Jessica Liu
Zeid Khater
Katie Linford
+2
Joe Stanhope, Jessica Liu, Zeid Khater, Katie Linford, Rusty Warner, Cole Walsh

Template

Remove The Mystery From Security Metrics — Template
Security teams drown in activity data but still struggle to prove impact, guide decisions, and build confidence with executives. This Excel-based template provides sample strategic, operational, and tactical security metrics to help leaders align measurement to the audience and to the kind of decision the metric must influence (leading, coincident, or lagging). Use it to jump-start a metrics catalog, standardize definitions, and create a repeatable way to report security performance in language that business and technology leaders can act on.
Jeff Pollard
Jeff Pollard

Template

Forrester’s Cybersecurity Strategy Development Template
Forrester’s Cybersecurity Strategy Development Template helps security and risk leaders develop and articulate a clear and actionable cybersecurity strategy that aligns with business objectives, stakeholder expectations, and external requirements. It provides a structured approach to capture the critical elements of your cybersecurity strategy in one concise artifact, whether you are creating or iterating a concise strategy on a page or shaping a broader strategic framework. By providing a series of targeted questions for leaders to answer about each critical element of their security strategy, the template facilitates the strategy development process.
Madelein van der Hout
Jess Burn
Madelein van der Hout, Jess Burn

Template

Forrester’s Cybersecurity Roadmap Template
Forrester’s Cybersecurity Roadmap Template is a strategic planning tool for security and risk leaders to outline key initiatives, milestones, and responsibilities across short-, mid- and long-term horizons, aligning people, processes, and technology. It offers strategic clarity, prioritization of resources, alignment across stakeholders, and visibility into interdependencies. Security leaders can use this template to track progress, manage complexity, and demonstrate how security efforts support broader business objectives.
Madelein van der Hout
Jess Burn
Madelein van der Hout, Jess Burn

Template

Forrester’s Tech Debt Business Case Pitch Deck Template
Investing in tackling technical debt may not always register as an immediate business priority, but it is vital for maintaining agility and reducing operational risk. Left unchecked, technical debt quickly devolves into complex sprawl that drains resources, slows innovation, and increases costs. Securing funding for managing technical debt can be challenging, which is why we created Forrester’s Tech Debt Business Case Pitch Deck Template. The template provides a framework for articulating, quantifying, and securing the mandate for this business transformation.
Charles Betz
Duncan Watkins
Charles Betz, Duncan Watkins

Template

Forrester’s Business Innovation Canvas Framework
This downloadable PowerPoint template of Forrester’s Business Innovation Canvas Framework provides technology and business leaders with a structured approach to identifying new technology-enabled digital experiences for customers and employees, products and services, and business strategies.
Martha Bennett
Bernhard Schaffrik
Martha Bennett, Bernhard Schaffrik

Template

The Marketing Program Orchestration Workflow Template
This template was developed for frontline marketers to: improve buyer experience with orchestration across frontline marketing subfunctions; tightly integrate all frontline marketing teams, including field and event marketing, to reduce inefficient spend and misalignment; reduce budget management friction with a clear campaign and program framework; ensure inputs and outputs are defined and aligned by team; and align KPIs to workflows based on budget ownership and each team’s role. As you complete each step in the workflow, be sure to document the decisions you made and develop a change management plan for rolling out the new marketing program workflows to the functional roles/teams.
Naomi Marr
Naomi Marr

Maturity Assessment

Assess Your AI Cost Management Maturity
Enterprises are rapidly scaling their use of AI across the organization, introducing new cost challenges for teams relying on traditional FinOps practices and ad hoc controls. Mature organizations approach AI cost management as a disciplined value‑driven practice that balances experimentation with financial accountability, drawing on close collaboration among finance, engineering, data science, and platform teams as well as new cost optimization techniques beyond traditional cloud spend management. Technology and finance leaders can use this assessment to gauge the maturity of their AI cost management practices in five competencies to support scalable and responsible AI adoption.
Tracy Woo
Kevin Ogunsua
Tracy Woo, Kevin Ogunsua

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