Cost & Budget Management - Templates & Policies

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 Funding Model on a Page

A deliverable template to summarize a flexible IT funding model to communicate with a wider set of stakeholders in digital and physical form.

IT Funding Model – Statement of Intention

Demonstrate the need for a flexible IT funding model in alignment with the organization and IT strategy and articulate how to achieve and sustain it.

IT Financial Management Maturity Assessment Report Template

This report summarizes your ITFM maturity assessment results to help you communicate with stakeholders.

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.

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...

Grant Writing Checklist

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

Grant Follow-up Email Template

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

Right-Sizing Workflow

Document your process for right-sizing.

Service Cost Cheat Sheet

Document cost factors by cloud service.
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