Strategy & Governance - Tools

Grant Identification and Prioritization Tool for Organizations

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

IT Strategy Workbook

Build key visuals to communicate your IT strategy high priority initiatives, business alignment, and roadmap effectively to all stakeholder groups.

M&A Separation Project Management Tool (Excel)

Manage the separation process of an acquisition. Use this Excel tool if you can’t or don’t want to use the SharePoint version.

M&A Integration Project Management Tool (SharePoint)

Manage the integration process of an acquisition using this SharePoint template.

M&A Integration Project Management Tool (Excel)

Manage the integration process of an acquisition. Use this Excel tool if you can’t or don’t want to use the SharePoint tool.

Digital Strategy Workbook

Use this tool to conduct a horizon scan, build a journey map, prioritize and expand your digital opportunities, and lastly, build a roadmap.

Business Context Interview Guide

An interview guide to help you elicit the business context by interviewing business leaders and peers.

Governance Workbook

This is the primary document for working through the Make Your IT Governance Adaptable blueprint. Identify the elements required for your roadmap.

Governance Roadmap Workbook

Use this workbook to build out a communicable plan for implementing the updated governance approach for the organization.

Governance Automation Criteria Checklist

This document provides a quick set of assessment questions that help you to confirm whether a governance activity or decision is an good candidate for automation.
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