Tools

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

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...

Vendor Classification Model Tool

Use this tool to classify vendors.

Vendor Risk Profile and Assessment Tool

Use this tool to assess the risk exposure of your top 20 vendors.

EA Service Planning Tool

Use this template to identify the EA services relevant to your organization and the define how those services will be accessed.

ECM Governance Maturity Assessment

Use this tool to evaluate the maturity of your current ECM governance practices and determine your future-state capabilities.

ECM Metrics Planning Tool

Use this tool to capture the metrics that will be used to measure the performance of your ECM program and actions in response to measurements.

ECM Governance Roadmap Tool

Use this tool to determine the work initiatives you will use to build and maintain your ECM governance program, and plot the initiatives in a comprehensive roadmap.

ECM Governance Communication Tracking and Planning Tool

Use this template to document the communications related to the ECM governance program.

ECM Taxonomy Designer Tool

Use this tool to develop a content taxonomy and assign access permissions as part of your ECM strategy. The tool will assist you in defining level 1, level 2, and level 3...
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