Cost & Budget Management - Templates & Policies

IT Cost Optimization Roadmap Samples and Templates

A proactive journey template to help you communicate your IT cost optimization strategy to stakeholders in a clear, concise, and compelling manner.

Commitment Purchasing Workflow

Document your workflow for purchasing commitment discounts.

Cloud Cost Management Task List

Document owners, timelines, and next steps to improve your cloud cost management capabilities.

Grant Follow-up Email Template

Respond to the grant agency whether your application was successful or not. Increase the credibility of your organization. ​​

Grant Writing Checklist

Verify that your grant application is following best practices with this Do's and Don'ts checklist.

IT Spend & Staffing Transparency Executive Presentation Template

Use this PowerPoint template to craft an executive presentation that showcases the results of your IT spend mapping effort and kickstart meaningful conversations with key...

IT Finance and Funding Model Taxonomy

IT Finance and Funding Model Taxonomy to help users get accustomed to the key terms and phrases used in this blueprint.

IT Financial Management Improvement Roadmap Template and Sample

A structured template to communicate every part of your ITFM plan to stakeholders.

IT Financial Management System Presentation

Use this PowerPoint template and sample to pull together a cohesive presentation about your proposed IT financial management system design to communicate and share.

Right-Sizing Workflow

Document your process for right-sizing.
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