CIO - Tools

Project Costing Workbook

A cost planning and tracking Excel tool to build your project’s financial foundation.

Uncertainty Foresight Workbook

An Excel-based tool to map macro uncertainties, identify risk events, and build a forward-looking roadmap

Adaptive IT Training Plan

Use the Adaptive IT Training Plan tool to assess the core competencies for specific individuals. Use this for succession planning or individual development conversations...

AI Governance Maturity Assessment Tool

This Excel-based self-assessment tool allows you to conduct a structured review of your AI governance capabilities.

AI Policy Worksheet

An Excel file that lists examples of AI policies from various institutions.

Enterprise Risk Management Workbook

A structured workbook that will help you work through this blueprint’s phases and activities.

ERM Risk Costing Tool

A financial analysis resource enabling deep dives into high-priority risks.

Knowledge Area Transfer Plan

Organize your knowledge transfer tactics with this Excel-based template.

Critical Knowledge Identifier

This practical Excel-based tool helps you evaluate and determine what knowledge is most critical to the success of the organization.

Knowledge Assessment & Action Plan

A practical guide for taking inventory of critical knowledge areas and assessing individual level of expertise.
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