CIO - Tools

Due Diligence Checklist and Rubric

This Excel workbook is dedicated to helping CIOs and their M&A team structure their due diligence questionnaires and checklist.

M&A Culture Assessment

This tool provides a high-level cultural assessment of the organizations involved in an M&A to inform the cultural integration plan.

AI Risk Management Maturity Assessment Tool

Analyze your organization’s current- and target-state maturity in AI capabilities and systematically develop a plan for your target AI practices.

AI Risk Assessment Worksheet

Structure a comprehensive risk assessment for all current and potential AI risks in your organization.

AI Risk Register Tool

Build a repository of all the AI risks identified in your environment with the responsible owner, category, and planned actions for each risk.

AI Use Case Selection Tool

Identify AI use cases that resonate with your strategic business goals and capabilities.

CX AI Use Case Discovery Tool

A robust, Excel-based tool to help you identify the right AI use cases to explore for CX in your organization.

Solution Path and Size Estimation Tool

An Excel-based tool to help you identify the solution path and establish a size estimate for your project.

EA Capability Metric Definition Tool

After interviewing business stakeholders and identifying high priority capabilities and initiatives, record the definitions of the gathered metrics from the Metrics...

Value Measure List

During interviews with business stakeholders, while identifying high priority capabilities and initiatives, gather value measures and input them into the Value Measure List.
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