CIO - Tools

IT Operating Model Decision Tool

An Excel questionnaire to help organizations determine their current (or target) IT operating model. Using this information, you can proceed to create your organization’s...

Financial Literacy Development Program Playbook

This comprehensive Excel workbook offers a place for you to document your analysis and key decisions when putting together your financial literacy development program and...

Financial Literacy Quiz

This brief, 20-question quiz will help you assess your IT management team members’ current levels of financial literacy and confidence as well as identify key skills gaps.

Financial Concepts Guide

This guide explores a range of financial concepts from building-block terminology through to more advanced concepts like profit, financial statements, and calculating value.

IT Organizational Design RACI Chart

This tool helps define the activity level tasks associated with each capability and which role is responsible vs. accountable for each of those tasks.

IT Critical Processes Catalog

A reference tool to review typical IT processes and their flow diagrams.

AI Execution Capability Assessment Tool

This tool will help you analyze your organization's foundational AI capabilities and identify the areas that most need attention.

AI Initiatives Prioritization and Roadmap Planning Tool

A detailed tool that will help you assess and shortlist your proposed AI initiatives.

AI Maturity Assessment Tool

An easy-to-use tool that will help focus your efforts to get your AI initiatives up to speed.

IT Services Workbook

Follow the structure in this tool to list, define, and align your IT services.
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