Strategy & Governance - Tools

AI Execution Capability Assessment Tool

This tool will help you analyze your organization's foundational AI capabilities and identify the areas that most need attention.

AI Initiatives Prioritization and Roadmap Planning Tool

Transform your use cases to prioritize AI initiatives and plan your roadmap.

AI Maturity Assessment Tool

Use the AI Maturity Assessment Tool to identify the current AI maturity of your organization.

IT Organizational Design RACI Chart

This tool helps define the activity level tasks associated with each capability and which role is responsible vs. accountable for each of those tasks.

IT Critical Processes Catalog

A reference tool to review typical IT processes and their flow diagrams.

Capability Definitions and Operating Models

This tool helps ensure that the IT operating model is aligned to best-practice frameworks within the IT space.

Optimize Governance Implementation Plan

Leverage this template to prioritize key tasks and highlight key dependencies for your optimized governance implementation.

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...

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 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.
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