Value & Performance - Tools

Communications Planner Tool

Use this tool to plan your communications, view your deliverables, and compose your pitch all in one document.

CTO-CMO Alignment Survey

This survey is a scoring diagnostic for CTOs and CMOs to measure their current level of alignment.

Role Expectations Worksheet

This worksheet template is used to outline what the BRM practice will do and associate the expectations and tasks with the roles throughout your organization. Use this to...

Portfolio Manager Lite 2017

Use this workbook as a model for your homegrown resource management solution, which can also serve as a PPM solution. This is a lightweight version of Info-Tech's Portfolio...

Feedback Consolidation Tool

This tool is an organizer to track the responses you receive, and a presentation tool should a meeting be needed, and contains three parts: Email Feedback on Value...

OCM Workbook

This tool provides a series of assessments to evaluate throughout the duration of a change and prepare actionable steps to enable adoption and benefits realization for an...

Rapid Process Improvement Workbook

An Excel-based workbook to document and present details of your process improvement processes.

OCM Maturity Assessment

This workbook aims to identify gaps in your organizational change management (OCM) readiness and processes maturity. The results will help guide process improvement efforts.

Lean Management Scoping Tool

Tool will help you scope out good candidate teams.

Sustainment Components Catalog

Prioritize actions and identify the current status of the core and supplementary sustainment components.
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