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.

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 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...

IT Funding Model Workbook

The set of tools and templates used in the activities that are part of this blueprint. Various sheets of this spreadsheet workbook may have been linked through...

Sample: IT Cost Forecasting and Budgeting Workbook

Review this completed example of the "IT Cost Forecasting and Budgeting Workbook" that accompanies Info-Tech's Create a Transparent and Defensible IT Budget Storyboard.

IT Financial Management Maturity Assessment Tool

A structured tool to help you assess your ITFM maturity.

IT Spend & Staffing Transparency Workbook

Use this tool to allocate your IT vendor and staff spend across four stakeholder views – CFO, CIO, CXO, and CEO – and generate charts to analyze and communicate where...

Grant Identification and Prioritization Tool for Organizations

Identify, prioritize, and reflect on grant funding opportunities for your organization.

Service Cost Cheat Sheet for Azure

Document cost factors by cloud service.

Cloud Cost Management Capability Assessment

Assess your organization's cloud cost management capabilities.
Visit our IT Cost Optimization Center
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