Templates

Reusable document, presentation, and deliverable templates

Overview

Centralized template library for all SBK deliverables, proposals, reports, and marketing materials. Ensures brand consistency, accelerates content creation, and maintains quality standards across all client-facing and internal documents.

Structure

14-templates/
├── deliverables/         # Client deliverable templates
├── documents/            # General document templates
├── emails/               # Email communication templates
├── presentations/        # Slide deck templates
├── proposals/            # Proposal and SOW templates
├── reports/              # Status and assessment reports
├── marketing/            # Marketing asset templates
├── internal/             # Internal document templates
└── brand-assets/         # Brand elements and guidelines

Cross-Pillar SOP Integration

Templates in this directory support the Cross-Pillar SOPs for consistent engagement delivery:

SOP	Template Categories	Key Templates
Engagement Kickoff	documents/, emails/	Kickoff Agenda, Project Charter, RACI Matrix
Status Reporting	reports/, emails/	Weekly Status, Monthly Executive, QBR
Deliverable Review	documents/	Self-Review Checklist, Peer Review Checklist, QA Checklist
Engagement Closeout	documents/, emails/	Client Sign-Off, Knowledge Transfer, Lessons Learned
Time Tracking	reports/	Budget Status Report, Hours Summary
Client Escalation	documents/, emails/	Escalation Log, Escalation Notification Templates

Brand Integration

All templates must incorporate:

Element	Specification	Source
Logo	Primary logo on cover, horizontal in header	Brand Assets
Colors	Trusted Advisor palette (default)	Visual Identity
Typography	Inter for body, system fonts for code	Design System
Voice	Professional, authoritative, clear	Brand Voice

Subdirectories

deliverables/

Templates for client-facing deliverables by service pillar.

Available Templates: | Template | Service Pillar | Description | |----------|---------------|-------------| | risk-assessment-report.md | Protect | Security risk assessment findings | | gap-analysis-report.md | Protect | Compliance gap analysis | | security-roadmap.md | Plan | Strategic security roadmap | | vciso-monthly-report.md | Operate | Monthly vCISO status report | | incident-report.md | Operate | Security incident documentation | | architecture-review.md | Innovate | Cloud/security architecture review | | technology-assessment.md | Innovate | Technology evaluation report |

Template Structure:

# [Deliverable Name]

**Client**: {{client_name}}
**Date**: {{date}}
**Version**: {{version}}
**Author**: {{author}}

## Executive Summary
[High-level findings and recommendations]

## Scope
[Assessment scope and boundaries]

## Findings
[Detailed findings by category]

## Recommendations
[Prioritized recommendations with effort/impact]

## Next Steps
[Immediate actions and timeline]

## Appendices
[Supporting data and evidence]

proposals/

Proposal and statement of work templates.

Available Templates: | Template | Use Case | Key Sections | |----------|----------|--------------| | proposal-compliance.md | Compliance assessments | Scope, approach, timeline, pricing | | proposal-vciso.md | vCISO engagements | Services, deliverables, team | | proposal-pentest.md | Penetration testing | Methodology, scope, reporting | | proposal-strategy.md | IT/Security strategy | Discovery, analysis, roadmap | | sow-fixed-fee.md | Fixed-fee projects | Deliverables, milestones, pricing | | sow-retainer.md | Retainer engagements | Hours, scope, invoicing | | sow-hybrid.md | Mixed engagements | Base + additional services |

presentations/

Slide deck templates for various contexts.

Available Templates: | Template | Audience | Slides | |----------|----------|--------| | capabilities-overview.md | Prospects | 15-20 | | service-pillar-deck.md | Service-specific prospects | 10-15 | | qbr-presentation.md | Existing clients | 10-12 | | board-presentation.md | Client executives | 8-10 | | training-deck.md | Client staff | Variable | | webinar-deck.md | Marketing events | 20-30 |

marketing/

Marketing asset templates.

Available Templates: | Category | Templates | |----------|-----------| | Case Studies | case-study-template.md — Challenge, solution, results | | One-Pagers | service-one-pager.md — Single page service overview | | Blog Posts | blog-post-template.md — Thought leadership format | | Emails | email-nurture-template.md — Nurture sequence emails | | Social | social-post-templates.md — Platform-specific formats | | Ads | ad-copy-templates.md — PPC and display ad copy |

internal/

Internal operational templates.

Available Templates: - meeting-notes.md — Standardized meeting documentation - project-status.md — Weekly project status updates - engagement-kickoff.md — Internal kickoff checklist - lessons-learned.md — Post-engagement retrospective - resource-request.md — Staffing request form

brand-assets/

Brand elements and guidelines.

Contents: - Logo files (primary, secondary, icon) - Color palette definitions - Typography specifications - Image style guidelines - Voice and tone guide - Brand do's and don'ts

Template System

Template Variables

# Common variables across templates
variables:
  client:
    - {{client_name}}
    - {{client_industry}}
    - {{client_contact}}
    - {{client_logo}}

  engagement:
    - {{engagement_type}}
    - {{start_date}}
    - {{end_date}}
    - {{project_lead}}

  sbk:
    - {{sbk_logo}}
    - {{consultant_name}}
    - {{consultant_title}}
    - {{contact_email}}

  dates:
    - {{today}}
    - {{report_date}}
    - {{version}}

Template Workflow

┌─────────────┐   ┌─────────────┐   ┌─────────────┐   ┌─────────────┐
│   SELECT    │ → │  CUSTOMIZE  │ → │   REVIEW    │ → │   DELIVER   │
│  Template   │   │  Variables  │   │  QA Check   │   │  to Client  │
└─────────────┘   └─────────────┘   └─────────────┘   └─────────────┘

Template Metrics

Metric	Target	Frequency
Template Usage Rate	95%+	Monthly
Template Currency	Updated within 90 days	Quarterly
Brand Compliance	100%	Per document
Time Savings	50%+ vs manual creation	Per use
Client Satisfaction	4.5+ / 5.0	Per deliverable

Skills Integration

Primary Skill: Digital Asset Management

The digital-asset-management skill manages template storage, versioning, and brand asset delivery.

Invoke: Load when managing template versions, brand assets, or generating platform-specific variants.

Key Subskills: - @version-control.md — Git-like template versioning with branch/merge - @metadata-taxonomy.md — Template tagging and searchability - @brand-compliance.md — Brand guideline enforcement - @platform-variants.md — Auto-generate format variants

Secondary Skill: Content Library Engine

The content-library-engine skill provides template generation and personalization.

Invoke: Load when creating new templates, personalizing for clients, or managing template lifecycle.

Key Subskills: - @template-system.md — Template definition and structure - @personalization-tokens.md — Dynamic variable insertion - @lifecycle-states.md — Template approval workflow - @approval-workflows.md — Multi-stage template review

SDK Integration

from dam import AssetManager, BrandCompliance
from content_engine import TemplateEngine, PersonalizationEngine
from content_engine.workflows import ApprovalWorkflow

# Initialize template system
dam = AssetManager()
templates = TemplateEngine()
brand = BrandCompliance(guidelines="sbk-brand-guidelines")

# Template management with version control
class TemplateLibrary:
    def __init__(self):
        self.dam = AssetManager()
        self.templates = TemplateEngine()

    async def create_template(self, template_spec: dict):
        """Create new template with version control."""
        # Create template
        template = await self.templates.create(
            name=template_spec["name"],
            type=template_spec["type"],
            structure=template_spec["structure"],
            variables=template_spec["variables"]
        )

        # Store with versioning
        await self.dam.repo.commit(
            asset=template,
            message=f"Created {template_spec['name']} template"
        )

        # Submit for approval
        workflow = ApprovalWorkflow(
            stages=[
                {"role": "content_lead", "action": "review"},
                {"role": "brand_manager", "action": "approve"}
            ]
        )
        await workflow.submit(template)

        return template

    async def generate_deliverable(
        self,
        template_name: str,
        variables: dict,
        client_id: str
    ):
        """Generate client deliverable from template."""

        # Get template
        template = await self.templates.get(template_name)

        # Validate brand compliance
        compliance_check = await brand.validate(template)
        if not compliance_check.passed:
            raise BrandComplianceError(compliance_check.issues)

        # Personalize with client data
        personalized = await self.templates.render(
            template=template,
            variables={
                **variables,
                "client_name": await self.get_client_name(client_id),
                "client_logo": await self.get_client_logo(client_id),
                "sbk_logo": await dam.get("sbk-logo-primary"),
                "today": datetime.now().strftime("%Y-%m-%d")
            }
        )

        return personalized

# Generate proposal from template
async def generate_proposal(client_id: str, service: str, scope: dict):
    """Generate branded proposal for client."""

    library = TemplateLibrary()

    proposal = await library.generate_deliverable(
        template_name=f"proposal-{service}",
        variables={
            "scope_description": scope["description"],
            "deliverables": scope["deliverables"],
            "timeline": scope["timeline"],
            "pricing": scope["pricing"],
            "team": scope["team_members"]
        },
        client_id=client_id
    )

    # Generate PDF with platform variants
    outputs = await dam.process(
        content=proposal,
        outputs=[
            {"format": "pdf", "quality": "print"},
            {"format": "pdf", "quality": "web"},
            {"format": "docx", "editable": True}
        ]
    )

    return outputs

# Brand asset retrieval with responsive variants
async def get_brand_assets(usage_context: str):
    """Get brand assets appropriate for context."""

    if usage_context == "presentation":
        return {
            "logo": await dam.get("sbk-logo-primary", variant="light-bg"),
            "colors": await dam.get("color-palette"),
            "fonts": await dam.get("font-files")
        }
    elif usage_context == "email":
        return {
            "logo": await dam.get("sbk-logo-email",
                variant="optimized",
                max_size="50kb"
            ),
            "header": await dam.get("email-header-template")
        }
    elif usage_context == "social":
        return await dam.get_collection(
            "brand-social",
            variants=["instagram", "linkedin", "twitter"]
        )

# Template version management
async def update_template(template_name: str, changes: dict, reason: str):
    """Update template with version tracking."""

    library = TemplateLibrary()

    # Create branch for changes
    branch = await library.dam.repo.branch(
        f"update/{template_name}",
        from_="main"
    )

    # Apply changes
    template = await library.templates.get(template_name)
    updated = await library.templates.update(template, changes)

    # Commit changes
    await library.dam.repo.commit(
        asset=updated,
        message=reason,
        branch=branch.name
    )

    # Submit for review
    workflow = ApprovalWorkflow(
        stages=[
            {"role": "content_lead", "action": "review"},
            {"role": "brand_manager", "action": "approve"}
        ]
    )
    await workflow.submit(updated)

    return updated

Subskills Reference

Subskill	Skill	Purpose
@version-control.md	DAM	Template versioning, branching
@metadata-taxonomy.md	DAM	Template tagging, search
@brand-compliance.md	DAM	Brand guideline enforcement
@platform-variants.md	DAM	Format-specific generation
@template-system.md	CLE	Template structure, inheritance
@personalization-tokens.md	CLE	Variable substitution
@lifecycle-states.md	CLE	Template approval states
@approval-workflows.md	CLE	Multi-stage review

Related Documents

• Content Library
• Contracts & Legal
• Service Delivery
• Cross-Pillar SOPs
• Quality Assurance
• Marketing Campaigns
• Brand Guidelines
• Visual Identity

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Last Updated: February 2026