Cost & Budget Management - Templates & Policies

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. ​​

Cloud Cost Management Task List

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

Commitment Purchasing Workflow

Document your workflow for purchasing commitment discounts.

Right-Sizing Workflow

Document your process for right-sizing.

Service Cost Cheat Sheet

Document cost factors by cloud service.

Cloud Cost Glossary of Terms

Define cloud cost management terms.

Cloud Cost Management Policy

Document your cloud cost management policies.

End-User Offboarding Checklist

Use this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization.

IT Budget Interview Guide

This template helps you gather information towards developing an IT budget to understand what the corporate and business unit IT budget are and to learn how IT can best...
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